Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.98K- 1.07% |
$505K - $569K
|
551K
$42.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6K- 5.05% |
$506K - $570K
|
113K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.38K- 47.51% |
$538K - $607K
|
7.05K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.86K- 36.4% |
$579K - $653K
|
12K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 2.99% |
$604K - $682K
|
233K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.98K- 13.65% |
$673K - $759K
|
50.5K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-8K- 2.57% |
$674K - $761K
|
303K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.38K- 2.12% |
$791K - $893K
|
432K
$33.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9.46K- 7.6% |
$798K - $900K
|
115K
$8.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.1K- 8.24% |
$853K - $962K
|
113K
$8.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10.2K- 72.16% |
$864K - $974K
|
3.95K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 18.45% |
$885K - $999K
|
46.4K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.32% |
$887K - $1M
|
74.9K
$5.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-11.7K- 17.88% |
$988K - $1.11M
|
53.8K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12.8K- 8.95% |
$1.08M - $1.21M
|
130K
$9.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.9K- 8.63% |
$1.09M - $1.22M
|
136K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 9.84% |
$1.15M - $1.3M
|
125K
$9.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.2K- 4.61% |
$1.2M - $1.35M
|
294K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 6.39% |
$1.44M - $1.63M
|
251K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.7K- 77.4% |
$2.42M - $2.73M
|
8.37K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-29.8K- 51.74% |
$2.51M - $2.83M
|
27.8K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-39K- 70.22% |
$3.29M - $3.71M
|
16.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-41.6K- 36.31% |
$3.5M - $3.95M
|
72.9K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49.1K- 47.96% |
$4.14M - $4.67M
|
53.3K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.5K- 12.3% |
$5.1M - $5.75M
|
431K
$33.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 44.31% |
$5.58M - $6.29M
|
83.1K
$6.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-66.3K- 4.84% |
$5.59M - $6.31M
|
1.3M
$100M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-72.5K- 7.96% |
$6.11M - $6.9M
|
839K
$64.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-162K- 44.02% |
$13.7M - $15.4M
|
206K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 56.31% |
$13.8M - $15.5M
|
127K
$9.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-192K- 99.35% |
$16.2M - $18.2M
|
1.25K
$96.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-513K- 85.72% |
$43.3M - $48.8M
|
85.5K
$6.57M
|