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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.54KNew |
$170K - $204K
|
2.54K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.52KNew |
$169K - $202K
|
2.52K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 468.84% |
$168K - $202K
|
3.05K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.51KNew |
$168K - $202K
|
2.51K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.46K+ 3.2% |
$165K - $198K
|
79.5K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.38K+ 7.22% |
$159K - $191K
|
35.3K
$3.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.24KNew |
$150K - $180K
|
2.24K
$197K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.23KNew |
$150K - $179K
|
2.23K
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2.2K+ 6.29% |
$148K - $177K
|
37.2K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.93K+ 3.51% |
$129K - $155K
|
56.8K
$5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88K+ 9.58% |
$126K - $151K
|
21.5K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.86K+ 15.84% |
$124K - $149K
|
13.6K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.8K+ 10.95% |
$121K - $145K
|
18.3K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.76K+ 22.2% |
$118K - $141K
|
9.68K
$851K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.74K+ 2.49% |
$116K - $139K
|
71.5K
$6.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.7K+ 188.89% |
$114K - $137K
|
2.6K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.6K+ 1.44% |
$107K - $129K
|
113K
$9.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.49K+ 35.73% |
$99.9K - $120K
|
5.66K
$498K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.49K+ 0.95% |
$99.7K - $119K
|
158K
$13.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.39K+ 12.75% |
$92.8K - $111K
|
12.3K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.24KNew |
$83K - $99.5K
|
1.24K
$109K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.19K+ 6.68% |
$79.6K - $95.4K
|
19K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 4.59% |
$74.3K - $89.1K
|
25.3K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.1K+ 7.32% |
$73.7K - $88.4K
|
16.1K
$1.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 11.57% |
$70.2K - $84.1K
|
10.1K
$888K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.02K+ 97.88% |
$68.1K - $81.6K
|
2.05K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1K+ 25.59% |
$67.1K - $80.4K
|
4.91K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
975+ 13.61% |
$65.4K - $78.3K
|
8.14K
$716K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
931+ 4.44% |
$62.4K - $74.8K
|
21.9K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
808New |
$54.2K - $64.9K
|
808
$71K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
806+ 16.59% |
$54K - $64.8K
|
5.66K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
752+ 3.24% |
$50.4K - $60.4K
|
23.9K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
729+ 2.85% |
$48.9K - $58.6K
|
26.3K
$2.31M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
693+ 7.26% |
$46.5K - $55.7K
|
10.2K
$900K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
674+ 8.17% |
$45.2K - $54.2K
|
8.92K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670+ 5.8% |
$44.9K - $53.8K
|
12.2K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
665+ 11.93% |
$44.6K - $53.4K
|
6.24K
$548K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
633+ 7.38% |
$42.4K - $50.9K
|
9.21K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
633+ 1.77% |
$42.4K - $50.9K
|
36.4K
$3.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
632+ 6.77% |
$42.4K - $50.8K
|
9.97K
$877K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
574+ 3.47% |
$38.5K - $46.1K
|
17.1K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
528+ 6.44% |
$35.4K - $42.4K
|
8.73K
$768K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
516+ 5.92% |
$34.6K - $41.5K
|
9.23K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
500New |
$33.5K - $40.2K
|
500
$44K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
494+ 2.4% |
$33.1K - $39.7K
|
21.1K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
489+ 6.33% |
$32.8K - $39.3K
|
8.22K
$723K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
478New |
$32K - $38.4K
|
478
$42K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
427+ 9.35% |
$28.6K - $34.3K
|
4.99K
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
385New |
$25.8K - $30.9K
|
385
$33.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
355+ 2.38% |
$23.8K - $28.5K
|
15.3K
$1.34M
|