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
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-838- 26.29% |
$70.7K - $79.7K
|
2.35K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-920- 4.73% |
$77.6K - $87.5K
|
18.5K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 4.07% |
$78.9K - $89K
|
22.1K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-940- 2.16% |
$79.3K - $89.4K
|
42.6K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-965- 10.05% |
$81.4K - $91.8K
|
8.64K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-972- 8.23% |
$82K - $92.5K
|
10.8K
$953K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-978- 3.83% |
$82.5K - $93K
|
24.6K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 83.68% |
$84.3K - $95.1K
|
195
$17.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.78% |
$85.7K - $96.7K
|
20.3K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-1.23K- 25.74% |
$104K - $117K
|
3.54K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.11% |
$109K - $123K
|
116K
$10.2M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.36K- 3.49% |
$114K - $129K
|
37.5K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.36K- 3.49% |
$114K - $129K
|
37.5K
$3.3M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 13.21% |
$118K - $133K
|
9.19K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 23.83% |
$124K - $140K
|
4.71K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 4.57% |
$125K - $141K
|
30.9K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.55K- 13.17% |
$131K - $147K
|
10.2K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.59K- 1.01% |
$134K - $152K
|
156K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.68K- 4.02% |
$141K - $159K
|
40K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 12.53% |
$141K - $160K
|
11.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 4.22% |
$146K - $164K
|
39.2K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.79K- 5.29% |
$151K - $171K
|
32.1K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 35.88% |
$155K - $175K
|
3.29K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 19.96% |
$159K - $179K
|
7.56K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.89K- 1.18% |
$159K - $180K
|
158K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 3.21% |
$162K - $183K
|
57.9K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.01K- 3.43% |
$169K - $191K
|
56.5K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 0.81% |
$176K - $199K
|
255K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.17K- 4.44% |
$183K - $207K
|
46.8K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.3K- 27.9% |
$194K - $219K
|
5.94K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.33K- 0.78% |
$197K - $222K
|
299K
$26.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.34K- 5.58% |
$198K - $223K
|
39.6K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.39K- 2.48% |
$202K - $228K
|
94K
$8.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.46K- 8.69% |
$208K - $234K
|
25.9K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.71K- 7.24% |
$228K - $258K
|
34.7K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.72K- 43.37% |
$229K - $258K
|
3.55K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.74K- 24.21% |
$231K - $261K
|
8.58K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.86K- 2.05% |
$241K - $272K
|
137K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.97K- 2.77% |
$250K - $282K
|
104K
$9.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.02K- 5.44% |
$254K - $287K
|
52.4K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 15.04% |
$255K - $287K
|
17.1K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.03K- 39.0% |
$255K - $288K
|
4.73K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.18K- 6.24% |
$268K - $302K
|
47.7K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.4K- 13.25% |
$287K - $324K
|
22.3K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.57K- 24.62% |
$301K - $340K
|
10.9K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.6K- 5.46% |
$304K - $342K
|
62.3K
$5.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.78K- 5.92% |
$319K - $360K
|
60.1K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.9K- 12.1% |
$329K - $371K
|
28.3K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.11K- 27.07% |
$347K - $391K
|
11.1K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.43K- 10.35% |
$373K - $421K
|
38.3K
$3.37M
|