Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
192K+ 15005.95% |
$14.8M - $16.9M
|
193K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
183KNew |
$14.1M - $16.1M
|
183K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
146KNew |
$11.3M - $12.9M
|
146K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
146KNew |
$11.3M - $12.9M
|
146K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
118K+ 68.18% |
$9.08M - $10.3M
|
290K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
117KNew |
$9.02M - $10.3M
|
117K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85.9KNew |
$6.63M - $7.56M
|
85.9K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.3K+ 3.26% |
$6.51M - $7.42M
|
2.67M
$236M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
77.4K+ 9.19% |
$5.97M - $6.8M
|
919K
$81.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
72.2K+ 8.61% |
$5.58M - $6.36M
|
911K
$80.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
65.9KNew |
$5.09M - $5.8M
|
65.9K
$5.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.9K+ 4.6% |
$5.09M - $5.79M
|
1.5M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.9KNew |
$4.39M - $5M
|
56.9K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
52K+ 168.94% |
$4.01M - $4.57M
|
82.7K
$7.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.5K+ 24.68% |
$3.67M - $4.18M
|
240K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.7K+ 4.95% |
$3.3M - $3.76M
|
905K
$79.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
36KNew |
$2.78M - $3.16M
|
36K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
30.8KNew |
$2.38M - $2.71M
|
30.8K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
29.8K+ 79.62% |
$2.3M - $2.62M
|
67.2K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27.5KNew |
$2.13M - $2.42M
|
27.5K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
23.3K+ 45.21% |
$1.8M - $2.05M
|
74.7K
$6.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 141.55% |
$1.58M - $1.8M
|
35K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
20.5KNew |
$1.58M - $1.8M
|
20.5K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.4K+ 7.57% |
$1.57M - $1.79M
|
290K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.3K+ 8.21% |
$1.57M - $1.79M
|
268K
$23.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
19.7K+ 9.91% |
$1.52M - $1.73M
|
218K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 64.89% |
$1.52M - $1.73M
|
50K
$4.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.4KNew |
$1.5M - $1.7M
|
19.4K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
18.6K+ 14.22% |
$1.44M - $1.64M
|
149K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 159.55% |
$1.32M - $1.5M
|
27.7K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.8K+ 3.54% |
$1.3M - $1.48M
|
491K
$43.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.4K+ 1.21% |
$1.27M - $1.45M
|
1.37M
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
15.9KNew |
$1.23M - $1.4M
|
15.9K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.5K+ 4.1% |
$1.12M - $1.28M
|
369K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 31.63% |
$1.11M - $1.26M
|
59.8K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
14.3K+ 9.47% |
$1.1M - $1.25M
|
165K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 16.22% |
$1.1M - $1.25M
|
102K
$8.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 71.52% |
$1.05M - $1.2M
|
32.6K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.4K+ 190.09% |
$954K - $1.09M
|
18.8K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
12.1K+ 6.64% |
$937K - $1.07M
|
195K
$17.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
12KNew |
$925K - $1.05M
|
12K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7K+ 11.17% |
$823K - $937K
|
106K
$9.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10.6K+ 720.41% |
$818K - $932K
|
12.1K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.6KNew |
$816K - $930K
|
10.6K
$932K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.98K+ 10.97% |
$771K - $878K
|
101K
$8.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.89K+ 281.95% |
$764K - $870K
|
13.4K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.61K+ 2.82% |
$742K - $845K
|
351K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.6KNew |
$742K - $845K
|
9.6K
$847K
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
9.51K+ 34.27% |
$735K - $837K
|
37.3K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.4K+ 17.8% |
$649K - $739K
|
55.6K
$4.9M
|