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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
849+ 21.39% |
$71.6K - $80.8K
|
4.82K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
847+ 1.69% |
$71.4K - $80.6K
|
50.9K
$4.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
796+ 1.75% |
$67.1K - $75.7K
|
46.2K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
747+ 3.16% |
$63K - $71.1K
|
24.4K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
730New |
$61.6K - $69.5K
|
730
$59.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
725New |
$61.1K - $69K
|
725
$59.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
676+ 20.84% |
$57K - $64.3K
|
3.92K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
619+ 3.35% |
$52.2K - $58.9K
|
19.1K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
614+ 2.58% |
$51.8K - $58.4K
|
24.4K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
603+ 4.31% |
$50.9K - $57.4K
|
14.6K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562+ 2.09% |
$47.4K - $53.5K
|
27.5K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
536+ 2.57% |
$45.2K - $51K
|
21.4K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
496+ 8.81% |
$41.8K - $47.2K
|
6.13K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
479+ 10.58% |
$40.4K - $45.6K
|
5.01K
$408K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
473+ 12.13% |
$39.9K - $45K
|
4.37K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
463+ 19.2% |
$39K - $44K
|
2.88K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
433+ 0.24% |
$36.5K - $41.2K
|
180K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419+ 10.91% |
$35.3K - $39.9K
|
4.26K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
369+ 0.66% |
$31.1K - $35.1K
|
56K
$4.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
363+ 3.45% |
$30.6K - $34.5K
|
10.9K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
346+ 1.6% |
$29.2K - $32.9K
|
21.9K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
341New |
$28.8K - $32.4K
|
341
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
337+ 2.31% |
$28.4K - $32.1K
|
15K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
327+ 0.13% |
$27.6K - $31.1K
|
255K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 3.06% |
$24.8K - $28K
|
9.89K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
293+ 8.17% |
$24.7K - $27.9K
|
3.88K
$316K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
288+ 3.58% |
$24.3K - $27.4K
|
8.33K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
272+ 2.1% |
$22.9K - $25.9K
|
13.2K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
245+ 0.56% |
$20.7K - $23.3K
|
44.4K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
244+ 9.93% |
$20.6K - $23.2K
|
2.7K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
239+ 2.84% |
$20.2K - $22.7K
|
8.64K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
224+ 2488.89% |
$18.9K - $21.3K
|
233
$19K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
224+ 1.91% |
$18.9K - $21.3K
|
11.9K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
223+ 1.04% |
$18.8K - $21.2K
|
21.6K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223+ 21.63% |
$18.8K - $21.2K
|
1.25K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
190New |
$16K - $18.1K
|
190
$15.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
171New |
$14.4K - $16.3K
|
171
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
171+ 2.39% |
$14.4K - $16.3K
|
7.34K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
170New |
$14.3K - $16.2K
|
170
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
168+ 0.93% |
$14.2K - $16K
|
18.2K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
167+ 0.48% |
$14.1K - $15.9K
|
35.1K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
162+ 1.41% |
$13.7K - $15.4K
|
11.7K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
158+ 228.99% |
$13.3K - $15K
|
227
$18.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$12.7K - $14.3K
|
150
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
148+ 2.68% |
$12.5K - $14.1K
|
5.67K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
145+ 0.43% |
$12.2K - $13.8K
|
33.5K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
134+ 3.75% |
$11.3K - $12.7K
|
3.71K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125New |
$10.5K - $11.9K
|
125
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 0.79% |
$10.5K - $11.8K
|
15.7K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 160.0% |
$10.1K - $11.4K
|
195
$15.9K
|