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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
92.3K+ 166.54% |
$6.19M - $7.42M
|
148K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.1K+ 277.01% |
$3.43M - $4.11M
|
69.6K
$5.81M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
36.9K+ 4.91% |
$2.47M - $2.97M
|
789K
$65.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31.1K+ 3.64% |
$2.09M - $2.5M
|
886K
$73.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 7.37% |
$1.42M - $1.71M
|
309K
$25.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
18.1KNew |
$1.21M - $1.45M
|
18.1K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.2K+ 6.04% |
$1.09M - $1.31M
|
285K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
14KNew |
$938K - $1.12M
|
14K
$1.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13K+ 27.51% |
$868K - $1.04M
|
60K
$5.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 13.09% |
$755K - $905K
|
97.2K
$8.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.57K+ 51.63% |
$441K - $528K
|
19.3K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.53KNew |
$438K - $524K
|
6.53K
$545K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
6.22K+ 14.82% |
$417K - $500K
|
48.2K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.41K+ 21.64% |
$362K - $435K
|
30.4K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.48KNew |
$300K - $360K
|
4.48K
$374K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.75K+ 33.41% |
$251K - $301K
|
15K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.69K+ 6.13% |
$247K - $296K
|
63.8K
$5.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.07K+ 2.86% |
$206K - $247K
|
110K
$9.2M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$203K - $244K
|
3.03K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.93KNew |
$196K - $236K
|
2.93K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.93KNew |
$196K - $235K
|
2.93K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.84K+ 7.44% |
$190K - $228K
|
41K
$3.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8KNew |
$188K - $225K
|
2.8K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.74KNew |
$183K - $220K
|
2.74K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$173K - $207K
|
2.57K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.54KNew |
$170K - $204K
|
2.54K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.52KNew |
$169K - $202K
|
2.52K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 468.84% |
$168K - $202K
|
3.05K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.46K+ 3.2% |
$165K - $198K
|
79.5K
$6.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.24KNew |
$150K - $180K
|
2.24K
$187K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.93K+ 3.51% |
$129K - $155K
|
56.8K
$4.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.8K+ 10.95% |
$121K - $145K
|
18.3K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.7K+ 188.89% |
$114K - $137K
|
2.6K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.49K+ 0.95% |
$99.7K - $119K
|
158K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.39K+ 12.75% |
$92.8K - $111K
|
12.3K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.1K+ 7.32% |
$73.7K - $88.4K
|
16.1K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.02K+ 97.88% |
$68.1K - $81.6K
|
2.05K
$171K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
931+ 4.44% |
$62.4K - $74.8K
|
21.9K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
808New |
$54.2K - $64.9K
|
808
$67.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
752+ 3.24% |
$50.4K - $60.4K
|
23.9K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
729+ 2.85% |
$48.9K - $58.6K
|
26.3K
$2.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
632+ 6.77% |
$42.4K - $50.8K
|
9.97K
$832K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
500New |
$33.5K - $40.2K
|
500
$41.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
494+ 2.4% |
$33.1K - $39.7K
|
21.1K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
489+ 6.33% |
$32.8K - $39.3K
|
8.22K
$686K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
478New |
$32K - $38.4K
|
478
$39.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
427+ 9.35% |
$28.6K - $34.3K
|
4.99K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
385New |
$25.8K - $30.9K
|
385
$32.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
355+ 2.38% |
$23.8K - $28.5K
|
15.3K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
302+ 2.53% |
$20.2K - $24.3K
|
12.3K
$1.02M
|