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 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
338+ 1.67% |
$22.7K - $27.2K
|
20.6K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
320+ 1.67% |
$21.4K - $25.7K
|
19.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
312+ 2.92% |
$20.9K - $25.1K
|
11K
$968K
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
305New |
$20.4K - $24.5K
|
305
$26.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
302+ 2.53% |
$20.2K - $24.3K
|
12.3K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
295+ 7.05% |
$19.8K - $23.7K
|
4.48K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
286+ 893.75% |
$19.2K - $23K
|
318
$28K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
264+ 2.4% |
$17.7K - $21.2K
|
11.3K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
257+ 4.1% |
$17.2K - $20.6K
|
6.53K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
249+ 2.59% |
$16.7K - $20K
|
9.87K
$868K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
243+ 3.09% |
$16.3K - $19.5K
|
8.12K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
239+ 3.45% |
$16K - $19.2K
|
7.16K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
228New |
$15.3K - $18.3K
|
228
$20K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 4.09% |
$14.8K - $17.8K
|
5.62K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
215New |
$14.4K - $17.3K
|
215
$18.9K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
193New |
$12.9K - $15.5K
|
193
$17K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
193+ 1.31% |
$12.9K - $15.5K
|
14.9K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
162+ 1.08% |
$10.9K - $13K
|
15.1K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
158New |
$10.6K - $12.7K
|
158
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
154+ 5.86% |
$10.3K - $12.4K
|
2.78K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
150+ 22.76% |
$10.1K - $12.1K
|
809
$71.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
146New |
$9.79K - $11.7K
|
146
$12.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
140+ 0.32% |
$9.38K - $11.2K
|
44.3K
$3.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
126+ 0.48% |
$8.45K - $10.1K
|
26.2K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
125+ 178.57% |
$8.38K - $10K
|
195
$17.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125New |
$8.38K - $10K
|
125
$11K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
101+ 1.51% |
$6.77K - $8.12K
|
6.77K
$595K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 2.76% |
$6.7K - $8.03K
|
3.72K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
90+ 2.38% |
$6.03K - $7.23K
|
3.88K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
68New |
$4.56K - $5.46K
|
68
$5.98K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
66+ 0.57% |
$4.42K - $5.3K
|
11.7K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
51+ 0.21% |
$3.42K - $4.1K
|
24.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
46+ 0.51% |
$3.08K - $3.7K
|
9.02K
$793K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
46+ 13.77% |
$3.08K - $3.7K
|
380
$33.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43+ 0.13% |
$2.88K - $3.46K
|
33.8K
$2.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
41+ 0.34% |
$2.75K - $3.29K
|
12K
$1.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
33+ 16.67% |
$2.21K - $2.65K
|
231
$20.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
30+ 11.95% |
$2.01K - $2.41K
|
281
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
28+ 0.21% |
$1.88K - $2.25K
|
13.6K
$1.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
27+ 0.09% |
$1.81K - $2.17K
|
30K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24+ 0.56% |
$1.61K - $1.93K
|
4.31K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
22New |
$1.47K - $1.77K
|
22
$1.93K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
22+ 0.18% |
$1.47K - $1.77K
|
12.3K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.66% |
$1.41K - $1.69K
|
3.22K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 0.11% |
$1.27K - $1.53K
|
17.6K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
19+ 0.1% |
$1.27K - $1.53K
|
18.7K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17+ 0.56% |
$1.14K - $1.37K
|
3.05K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
15+ 0.54% |
$1.01K - $1.21K
|
2.81K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.54% |
$1.01K - $1.21K
|
2.79K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
13New |
$871 - $1.04K
|
13
$1.14K
|