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 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
103+ 0.48% |
$7.95K - $9.06K
|
21.6K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
102+ 5.82% |
$7.88K - $8.97K
|
1.86K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
81+ 0.38% |
$6.26K - $7.13K
|
21.4K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80+ 7.71% |
$6.18K - $7.04K
|
1.12K
$85.9K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
74+ 0.3% |
$5.72K - $6.51K
|
24.9K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
67+ 1.39% |
$5.17K - $5.89K
|
4.9K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
63+ 22.91% |
$4.87K - $5.54K
|
338
$26K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
61+ 2.2% |
$4.71K - $5.37K
|
2.83K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
53+ 0.36% |
$4.09K - $4.66K
|
15K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
52+ 0.36% |
$4.02K - $4.57K
|
14.4K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
51+ 0.4% |
$3.94K - $4.49K
|
13K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 15.71% |
$3.78K - $4.31K
|
361
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
46+ 0.44% |
$3.55K - $4.05K
|
10.6K
$814K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
36New |
$2.78K - $3.17K
|
36
$2.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31New |
$2.39K - $2.73K
|
31
$2.38K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 0.06% |
$2.32K - $2.64K
|
47.6K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
27New |
$2.09K - $2.38K
|
27
$2.08K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
27+ 0.38% |
$2.09K - $2.38K
|
7.2K
$554K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
24+ 0.52% |
$1.85K - $2.11K
|
4.65K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.94% |
$1.78K - $2.02K
|
2.47K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23+ 0.54% |
$1.78K - $2.02K
|
4.26K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$1.7K - $1.94K
|
22
$1.69K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
21+ 0.37% |
$1.62K - $1.85K
|
5.63K
$433K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.53% |
$1.47K - $1.67K
|
3.57K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
17New |
$1.31K - $1.5K
|
17
$1.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.24K - $1.41K
|
3.26K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.54% |
$1.16K - $1.32K
|
2.79K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 75.0% |
$1.16K - $1.32K
|
35
$2.69K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 21.88% |
$1.08K - $1.23K
|
78
$6K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.26% |
$1.08K - $1.23K
|
5.4K
$415K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12+ 0.64% |
$927 - $1.06K
|
1.89K
$145K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 0.55% |
$927 - $1.06K
|
2.19K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.39% |
$850 - $968
|
2.8K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11+ 0.07% |
$850 - $968
|
15.4K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.37% |
$772 - $880
|
2.68K
$206K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 0.06% |
$772 - $880
|
17.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9New |
$695 - $792
|
9
$692
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
9+ 0.19% |
$695 - $792
|
4.86K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$695 - $792
|
9
$692
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 0.09% |
$695 - $792
|
9.6K
$738K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
6+ 0.22% |
$463 - $528
|
2.72K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$386 - $440
|
5
$385
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 8.77% |
$386 - $440
|
62
$4.77K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 2.01% |
$386 - $440
|
254
$19.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.47% |
$309 - $352
|
850
$65.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.15% |
$309 - $352
|
2.69K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.07% |
$309 - $352
|
5.52K
$425K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.39% |
$154 - $176
|
509
$39.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.76% |
$154 - $176
|
266
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.53% |
$154 - $176
|
382
$29.4K
|