Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.98K+ 1.29% |
$316K - $360K
|
313K
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.26K+ 1.8% |
$259K - $295K
|
184K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.37KNew |
$188K - $214K
|
2.37K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.3KNew |
$183K - $208K
|
2.3K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.26KNew |
$180K - $204K
|
2.26K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.99K+ 3.49% |
$158K - $179K
|
58.8K
$5.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.96K+ 2.27% |
$155K - $177K
|
88.1K
$7.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 16.54% |
$101K - $115K
|
8.96K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
990+ 3.87% |
$78.6K - $89.5K
|
26.6K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
962+ 0.99% |
$76.4K - $87K
|
98.2K
$8.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 3.6% |
$60.3K - $68.7K
|
21.9K
$1.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
679+ 1.13% |
$53.9K - $61.4K
|
60.7K
$5.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
529+ 0.43% |
$42K - $47.8K
|
123K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
452+ 1.89% |
$35.9K - $40.9K
|
24.4K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
397+ 1.88% |
$31.5K - $35.9K
|
21.5K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
381+ 8.54% |
$30.2K - $34.4K
|
4.84K
$426K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
165+ 1.83% |
$13.1K - $14.9K
|
9.18K
$808K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30+ 1.04% |
$2.38K - $2.71K
|
2.91K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29+ 0.45% |
$2.3K - $2.62K
|
6.5K
$572K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.23% |
$2.14K - $2.44K
|
11.7K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
27New |
$2.14K - $2.44K
|
27
$2.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
24+ 0.35% |
$1.91K - $2.17K
|
6.79K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
17+ 0.44% |
$1.35K - $1.54K
|
3.92K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13+ 0.31% |
$1.03K - $1.18K
|
4.22K
$371K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$556 - $633
|
7
$616
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.2% |
$476 - $542
|
3.04K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.43% |
$238 - $271
|
696
$61.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.14% |
$159 - $181
|
1.46K
$129K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.72% |
$159 - $181
|
281
$24.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.04% |
$79.4 - $90.4
|
2.73K
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.65% |
$238 - $271
|
459
$40.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-9- 0.13% |
$715 - $814
|
7.05K
$620K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-14- 0.06% |
$1.11K - $1.27K
|
21.9K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-15- 0.28% |
$1.19K - $1.36K
|
5.36K
$472K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-28- 0.03% |
$2.22K - $2.53K
|
82K
$7.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-31- 1.01% |
$2.46K - $2.8K
|
3.05K
$268K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-36- 0.6% |
$2.86K - $3.25K
|
5.95K
$523K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-38- 0.68% |
$3.02K - $3.43K
|
5.52K
$485K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-47- 0.94% |
$3.73K - $4.25K
|
4.95K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-54- 0.36% |
$4.29K - $4.88K
|
14.8K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-75- 2.34% |
$5.95K - $6.78K
|
3.14K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-84- 3.23% |
$6.67K - $7.59K
|
2.52K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-100- 1.32% |
$7.94K - $9.04K
|
7.46K
$656K
|
|
|
Oct 17, 2025
Q3 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-142- 2.82% |
$11.3K - $12.8K
|
4.9K
$431K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-142- 52.21% |
$11.3K - $12.8K
|
130
$11.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-155- 0.96% |
$12.3K - $14K
|
16K
$1.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-174- 37.83% |
$13.8K - $15.7K
|
286
$25.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-180- 5.23% |
$14.3K - $16.3K
|
3.26K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-181- 1.2% |
$14.4K - $16.4K
|
14.9K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-184- 2.73% |
$14.6K - $16.6K
|
6.55K
$576K
|