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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.95KNew |
$249K - $281K
|
2.95K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.91KNew |
$245K - $277K
|
2.91K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.83K+ 1.93% |
$238K - $269K
|
149K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.72KNew |
$229K - $258K
|
2.72K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 3.03% |
$228K - $257K
|
91.7K
$7.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.64K+ 14.38% |
$223K - $251K
|
21K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.62K+ 1.75% |
$221K - $249K
|
152K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.56KNew |
$216K - $244K
|
2.56K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.53KNew |
$214K - $241K
|
2.53K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.53K+ 2.94% |
$213K - $240K
|
88.4K
$7.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.52KNew |
$213K - $240K
|
2.52K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.48K+ 22.55% |
$209K - $236K
|
13.5K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.47K+ 2.28% |
$208K - $235K
|
111K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.43KNew |
$205K - $231K
|
2.43K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 23.5% |
$197K - $223K
|
12.3K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$194K - $218K
|
2.3K
$187K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.28K+ 3.38% |
$192K - $217K
|
69.7K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23K+ 41.21% |
$188K - $212K
|
7.64K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.21K+ 5.68% |
$186K - $210K
|
41.1K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.21K+ 13.87% |
$186K - $210K
|
18.1K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.18K+ 7.72% |
$184K - $207K
|
30.4K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.14K+ 3.0% |
$180K - $203K
|
73.4K
$5.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 9.39% |
$173K - $195K
|
23.9K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9K+ 21.1% |
$160K - $181K
|
10.9K
$889K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 5.41% |
$160K - $180K
|
36.9K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.85K+ 2.46% |
$156K - $176K
|
77.1K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.85K+ 1.15% |
$156K - $176K
|
163K
$13.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.82K+ 2.99% |
$154K - $174K
|
62.7K
$5.11M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.81K+ 5.43% |
$153K - $172K
|
35.1K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.8K+ 2.59% |
$152K - $172K
|
71.5K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.66K+ 13.69% |
$140K - $157K
|
13.7K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.55K+ 61.37% |
$131K - $148K
|
4.08K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.5K+ 16.19% |
$127K - $143K
|
10.8K
$880K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.44K+ 3.16% |
$122K - $137K
|
47K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.35K+ 0.69% |
$114K - $129K
|
196K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 14.26% |
$112K - $126K
|
10.6K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.32K+ 26.99% |
$111K - $125K
|
6.21K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.3K+ 13.16% |
$109K - $123K
|
11.1K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 6085.0% |
$103K - $116K
|
1.24K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.21K+ 8.1% |
$102K - $115K
|
16.2K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.21K+ 0.82% |
$102K - $115K
|
148K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.12K+ 11.2% |
$94.2K - $106K
|
11.1K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$92.4K - $104K
|
1.1K
$89.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 11.95% |
$91.3K - $103K
|
10.1K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 1.23% |
$90.8K - $102K
|
88.8K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1K+ 6.62% |
$84.3K - $95.1K
|
16.1K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
961+ 1.51% |
$81.1K - $91.4K
|
64.8K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
871New |
$73.5K - $82.9K
|
871
$71K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
866+ 11.01% |
$73K - $82.4K
|
8.73K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
851+ 1.57% |
$71.8K - $81K
|
55K
$4.48M
|