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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.04K- 14.5% |
$405K - $485K
|
35.6K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.17K- 30.92% |
$414K - $496K
|
13.8K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.31K- 51.01% |
$423K - $507K
|
6.06K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.34K- 64.3% |
$425K - $510K
|
3.52K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.83K- 62.74% |
$458K - $549K
|
4.06K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-7.33K- 35.81% |
$491K - $589K
|
13.1K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-8.12K- 8.62% |
$544K - $653K
|
86.1K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.16K- 14.64% |
$547K - $655K
|
47.6K
$4.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-8.55K- 36.44% |
$573K - $687K
|
14.9K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-10.2K- 3.4% |
$684K - $820K
|
290K
$25.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-10.5K- 16.84% |
$704K - $844K
|
51.9K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-10.5K- 5.49% |
$705K - $846K
|
181K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 34.1% |
$750K - $899K
|
21.6K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 77.92% |
$758K - $909K
|
3.21K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-14.1K- 46.13% |
$943K - $1.13M
|
16.4K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-14.4K- 8.9% |
$966K - $1.16M
|
148K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.6K- 2.84% |
$1.32M - $1.58M
|
673K
$59.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.8K- 17.43% |
$1.53M - $1.84M
|
108K
$9.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.2K- 53.79% |
$1.55M - $1.86M
|
19.9K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25.4K- 13.64% |
$1.7M - $2.04M
|
161K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.7K- 16.97% |
$1.79M - $2.15M
|
131K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.2K- 6.68% |
$1.83M - $2.19M
|
381K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-31.4K- 80.56% |
$2.1M - $2.52M
|
7.58K
$666K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.7K- 29.12% |
$2.12M - $2.54M
|
77K
$6.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-36.5K- 16.8% |
$2.45M - $2.93M
|
181K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-37.4K- 15.57% |
$2.5M - $3M
|
203K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38.1K- 78.63% |
$2.56M - $3.06M
|
10.4K
$911K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.6K- 13.98% |
$2.66M - $3.18M
|
244K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-53.8K- 73.96% |
$3.61M - $4.32M
|
18.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-57.6K- 30.88% |
$3.86M - $4.63M
|
129K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-59.6K- 43.54% |
$4M - $4.79M
|
77.3K
$6.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61.3K- 50.78% |
$4.11M - $4.92M
|
59.4K
$5.22M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-61.5K- 84.24% |
$4.12M - $4.94M
|
11.5K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-75.9K- 34.81% |
$5.09M - $6.1M
|
142K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-78.7K- 96.07% |
$5.28M - $6.33M
|
3.22K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82.8K- 23.8% |
$5.55M - $6.65M
|
265K
$23.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.8K- 15.39% |
$5.68M - $6.81M
|
466K
$41M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89.1K- 30.19% |
$5.97M - $7.16M
|
206K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94.4K- 51.58% |
$6.33M - $7.58M
|
88.6K
$7.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 30.84% |
$6.88M - $8.25M
|
230K
$20.2M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-104K- 64.32% |
$6.99M - $8.38M
|
57.8K
$5.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-106K- 66.22% |
$7.08M - $8.49M
|
53.9K
$4.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-122K- 47.69% |
$8.2M - $9.83M
|
134K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 5.87% |
$9.1M - $10.9M
|
2.18M
$191M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-179K- 84.28% |
$12M - $14.4M
|
33.4K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-216K- 97.46% |
$14.5M - $17.4M
|
5.64K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-485K- 82.83% |
$32.5M - $38.9M
|
100K
$8.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-629K- 67.3% |
$42.2M - $50.6M
|
306K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.89M- 98.75% |
$663M - $794M
|
126K
$11M
|