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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232- 1.62% |
$19.6K - $22.1K
|
14.1K
$1.09M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-238- 7.3% |
$20.1K - $22.6K
|
3.02K
$233K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-243- 0.68% |
$20.5K - $23.1K
|
35.7K
$2.75M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-250- 4.87% |
$21.1K - $23.8K
|
4.89K
$376K
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-255- 1.53% |
$21.5K - $24.3K
|
16.4K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-268- 4.29% |
$22.6K - $25.5K
|
5.98K
$460K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-269- 0.84% |
$22.7K - $25.6K
|
31.7K
$2.44M
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-297- 1.97% |
$25K - $28.3K
|
14.8K
$1.14M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-314- 12.94% |
$26.5K - $29.9K
|
2.11K
$162K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-315- 0.91% |
$26.6K - $30K
|
34.4K
$2.64M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-316- 0.41% |
$26.7K - $30.1K
|
76.1K
$5.86M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-318- 2.27% |
$26.8K - $30.3K
|
13.7K
$1.05M
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-325- 10.4% |
$27.4K - $30.9K
|
2.8K
$215K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-326- 3.93% |
$27.5K - $31K
|
7.96K
$612K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-333- 4.52% |
$28.1K - $31.7K
|
7.04K
$541K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-334- 2.46% |
$28.2K - $31.8K
|
13.2K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-335- 3.21% |
$28.3K - $31.9K
|
10.1K
$777K
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-346- 0.46% |
$29.2K - $32.9K
|
75.4K
$5.8M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 5.05% |
$30.5K - $34.4K
|
6.81K
$524K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-373- 12.44% |
$31.5K - $35.5K
|
2.63K
$202K
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-383- 0.65% |
$32.3K - $36.4K
|
58.5K
$4.5M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-402- 8.95% |
$33.9K - $38.2K
|
4.09K
$315K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-410- 2.12% |
$34.6K - $39K
|
19K
$1.46M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-422- 1.32% |
$35.6K - $40.1K
|
31.5K
$2.43M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-450- 1.24% |
$38K - $42.8K
|
35.8K
$2.76M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-458- 13.97% |
$38.6K - $43.6K
|
2.82K
$217K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-474- 14.68% |
$40K - $45.1K
|
2.76K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-475- 5.6% |
$40.1K - $45.2K
|
8K
$615K
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-480- 1.79% |
$40.5K - $45.7K
|
26.4K
$2.03M
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-483- 14.21% |
$40.7K - $46K
|
2.92K
$224K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-524- 4.75% |
$44.2K - $49.9K
|
10.5K
$808K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-542- 0.15% |
$45.7K - $51.6K
|
350K
$26.9M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-560- 2.2% |
$47.2K - $53.3K
|
24.9K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-566- 12.99% |
$47.7K - $53.8K
|
3.79K
$292K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-598- 0.48% |
$50.4K - $56.9K
|
124K
$9.56M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-610- 5.14% |
$51.4K - $58K
|
11.3K
$866K
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-637- 5.33% |
$53.7K - $60.6K
|
11.3K
$870K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-667- 5.08% |
$56.3K - $63.5K
|
12.5K
$958K
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-697- 1.22% |
$58.8K - $66.3K
|
56.4K
$4.34M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-724- 2.35% |
$61.1K - $68.9K
|
30.1K
$2.31M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-748- 4.42% |
$63.1K - $71.2K
|
16.2K
$1.25M
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-760- 14.67% |
$64.1K - $72.3K
|
4.42K
$340K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-822- 17.4% |
$69.3K - $78.2K
|
3.9K
$300K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-822- 20.88% |
$69.3K - $78.2K
|
3.12K
$240K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-825- 5.84% |
$69.6K - $78.5K
|
13.3K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-838- 26.29% |
$70.7K - $79.7K
|
2.35K
$181K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-920- 4.73% |
$77.6K - $87.5K
|
18.5K
$1.43M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 4.07% |
$78.9K - $89K
|
22.1K
$1.7M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-940- 2.16% |
$79.3K - $89.4K
|
42.6K
$3.28M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-965- 10.05% |
$81.4K - $91.8K
|
8.64K
$664K
|