Purchases and Sales Made in Q2 2025 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9.89M+ 8423.05% |
$663M - $795M
|
10M
$880M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
548K+ 1467.68% |
$36.7M - $44M
|
585K
$51.4M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 3.09% |
$10.7M - $12.8M
|
5.31M
$467M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
92.3K+ 166.54% |
$6.19M - $7.42M
|
148K
$13M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
75.9KNew |
$5.09M - $6.1M
|
75.9K
$6.68M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.9K+ 5.11% |
$4.48M - $5.37M
|
1.37M
$121M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 17.81% |
$4.48M - $5.37M
|
442K
$38.9M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.4K+ 30.61% |
$4.45M - $5.34M
|
283K
$24.9M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.2K+ 7.7% |
$3.77M - $4.52M
|
786K
$69.1M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
55.3K+ 84.69% |
$3.71M - $4.45M
|
121K
$10.6M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.1K+ 277.01% |
$3.43M - $4.11M
|
69.6K
$6.12M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
48.9K+ 31.9% |
$3.28M - $3.93M
|
202K
$17.8M
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
48K+ 7876.07% |
$3.22M - $3.86M
|
48.7K
$4.28M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
44.8KNew |
$3M - $3.6M
|
44.8K
$3.94M
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
36.9K+ 4.91% |
$2.47M - $2.97M
|
789K
$69.4M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
33.7KNew |
$2.26M - $2.7M
|
33.7K
$2.96M
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
31.9K+ 28.92% |
$2.14M - $2.56M
|
142K
$12.5M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31.1K+ 3.64% |
$2.09M - $2.5M
|
886K
$77.9M
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
30.4K+ 9.93% |
$2.04M - $2.44M
|
337K
$29.6M
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
29.2K+ 18.39% |
$1.96M - $2.35M
|
188K
$16.5M
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23.1K+ 68.7% |
$1.55M - $1.85M
|
56.6K
$4.98M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
22.3K+ 8.51% |
$1.49M - $1.79M
|
284K
$25M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.3K+ 25.35% |
$1.49M - $1.79M
|
110K
$9.68M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 14.22% |
$1.43M - $1.71M
|
171K
$15M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 7.37% |
$1.42M - $1.71M
|
309K
$27.2M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.9K+ 181.67% |
$1.27M - $1.52M
|
29.3K
$2.58M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
18.1KNew |
$1.21M - $1.45M
|
18.1K
$1.59M
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.8K+ 13.83% |
$1.19M - $1.43M
|
146K
$12.9M
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1KNew |
$1.14M - $1.37M
|
17.1K
$1.5M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17K+ 514.27% |
$1.14M - $1.36M
|
20.3K
$1.78M
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.2K+ 6.04% |
$1.09M - $1.31M
|
285K
$25.1M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.1K+ 5.17% |
$1.08M - $1.29M
|
327K
$28.8M
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 12.13% |
$1.01M - $1.21M
|
140K
$12.3M
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
15.1K+ 13.47% |
$1.01M - $1.21M
|
127K
$11.2M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.5K+ 23.13% |
$970K - $1.16M
|
77K
$6.77M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.5K+ 19.57% |
$970K - $1.16M
|
88.4K
$7.77M
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
14KNew |
$938K - $1.12M
|
14K
$1.23M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13K+ 27.51% |
$868K - $1.04M
|
60K
$5.28M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 119.24% |
$811K - $972K
|
22.2K
$1.96M
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 13.09% |
$755K - $905K
|
97.2K
$8.55M
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
10.8K+ 22.57% |
$721K - $864K
|
58.4K
$5.14M
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.6K+ 1.12% |
$710K - $851K
|
953K
$83.8M
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 22.88% |
$704K - $844K
|
56.4K
$4.96M
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10.1K+ 7.13% |
$677K - $811K
|
152K
$13.3M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9.71K+ 16.79% |
$651K - $780K
|
67.6K
$5.94M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.11K+ 26.84% |
$610K - $732K
|
43K
$3.78M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
9K+ 4.76% |
$604K - $723K
|
198K
$17.4M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9K+ 11.92% |
$603K - $723K
|
84.5K
$7.43M
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.59K+ 30.13% |
$576K - $690K
|
37.1K
$3.26M
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.44K+ 5.34% |
$566K - $678K
|
167K
$14.7M
|