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 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$12.7K - $14.3K
|
150
$11.5K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
148+ 2.68% |
$12.5K - $14.1K
|
5.67K
$436K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
145+ 0.43% |
$12.2K - $13.8K
|
33.5K
$2.58M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
134+ 3.75% |
$11.3K - $12.7K
|
3.71K
$285K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125New |
$10.5K - $11.9K
|
125
$9.62K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 0.79% |
$10.5K - $11.8K
|
15.7K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 160.0% |
$10.1K - $11.4K
|
195
$15K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
117+ 1.29% |
$9.87K - $11.1K
|
9.2K
$708K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
117+ 2.93% |
$9.87K - $11.1K
|
4.1K
$316K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
116+ 10.94% |
$9.78K - $11K
|
1.18K
$90.5K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
113+ 4.17% |
$9.53K - $10.8K
|
2.82K
$217K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
105+ 0.29% |
$8.86K - $9.99K
|
36.1K
$2.77M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
105+ 3.33% |
$8.86K - $9.99K
|
3.26K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
102+ 1.47% |
$8.6K - $9.7K
|
7.04K
$541K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
102+ 1.47% |
$8.6K - $9.7K
|
7.04K
$541K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
96+ 1.95% |
$8.1K - $9.13K
|
5.03K
$387K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.36% |
$8.1K - $9.13K
|
7.13K
$549K
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
89+ 2.18% |
$7.51K - $8.47K
|
4.17K
$321K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
89+ 2.32% |
$7.51K - $8.47K
|
3.92K
$302K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
87+ 1.34% |
$7.34K - $8.28K
|
6.58K
$506K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 0.65% |
$7.34K - $8.28K
|
13.5K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
86+ 0.71% |
$7.25K - $8.18K
|
12.2K
$941K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
78+ 0.63% |
$6.58K - $7.42K
|
12.5K
$964K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
76New |
$6.41K - $7.23K
|
76
$5.85K
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
75+ 0.52% |
$6.33K - $7.14K
|
14.5K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
72+ 2.29% |
$6.07K - $6.85K
|
3.21K
$247K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$5.23K - $5.9K
|
62
$4.77K
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.37% |
$5.14K - $5.8K
|
16.6K
$1.27M
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
57+ 1.78% |
$4.81K - $5.42K
|
3.25K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
55+ 0.4% |
$4.64K - $5.23K
|
13.8K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 1.59% |
$4.64K - $5.23K
|
3.51K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
52+ 0.9% |
$4.39K - $4.95K
|
5.86K
$451K
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
51+ 0.48% |
$4.3K - $4.85K
|
10.6K
$817K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
44+ 0.8% |
$3.71K - $4.19K
|
5.52K
$425K
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
36+ 0.75% |
$3.04K - $3.43K
|
4.81K
$370K
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
36+ 0.77% |
$3.04K - $3.43K
|
4.69K
$361K
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
36+ 0.62% |
$3.04K - $3.43K
|
5.88K
$452K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33+ 0.8% |
$2.78K - $3.14K
|
4.15K
$320K
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
33+ 0.94% |
$2.78K - $3.14K
|
3.55K
$273K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32+ 0.75% |
$2.7K - $3.04K
|
4.29K
$330K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
31+ 1.09% |
$2.61K - $2.95K
|
2.86K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$2.36K - $2.66K
|
28
$2.15K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 18.1% |
$1.6K - $1.81K
|
124
$9.54K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$1.6K - $1.81K
|
19
$1.46K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19+ 0.35% |
$1.6K - $1.81K
|
5.52K
$424K
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
18+ 0.73% |
$1.52K - $1.71K
|
2.47K
$190K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.78% |
$1.43K - $1.62K
|
2.21K
$170K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17+ 0.09% |
$1.43K - $1.62K
|
19.8K
$1.52M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.24% |
$1.35K - $1.52K
|
6.72K
$517K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 7.85% |
$1.27K - $1.43K
|
206
$15.8K
|