Latest Institutional Transactions on Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information on the latest institutional transactions involving Spdr S&P 600 Small Cap Value E (SLYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.02% |
$155 - $180
|
8.31K
$649K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.07K- 3.67% |
$160K - $187K
|
54.3K
$4.24M
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 58.44% |
$314K - $366K
|
11K
$859K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 1.67% |
$4.25K - $4.96K
|
3.23K
$252K
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-103- 1.88% |
$7.96K - $9.29K
|
5.38K
$420K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$464 - $541
|
5.42K
$423K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-305- 38.08% |
$23.6K - $27.5K
|
496
$38.7K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-394- 38.78% |
$30.5K - $35.5K
|
622
$48.6K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-279- 2.11% |
$21.6K - $25.2K
|
12.9K
$1.01M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.9K- 16.46% |
$456K - $532K
|
29.9K
$2.34M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-78- 98.73% |
$6.03K - $7.03K
|
1
$78.1
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
2.34K+ 5.91% |
$181K - $211K
|
42K
$3.28M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-15.7K- 24.95% |
$1.21M - $1.41M
|
47.1K
$3.68M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 12.31% |
$1.86K - $2.16K
|
171
$13.4K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
87.6KNew |
$6.77M - $7.9M
|
87.6K
$6.84M
|
|
Q4 2024 | |||||||
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
17KNew |
$1.43M - $1.62M
|
17K
$1.33M
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.79KNew |
$235K - $265K
|
2.79K
$218K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
57+ 1.78% |
$4.81K - $5.42K
|
3.25K
$254K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.98K- 1.07% |
$505K - $569K
|
551K
$43.1M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 13.21% |
$118K - $133K
|
9.19K
$718K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
225New |
$19K - $21.4K
|
225
$17.6K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$28.2K - $31.8K
|
334
$26.1K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-318- 2.27% |
$26.8K - $30.3K
|
13.7K
$1.07M
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-53- 1.93% |
$4.47K - $5.04K
|
2.69K
$210K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.79% |
$253 - $285
|
385
$30.1K
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.95KNew |
$333K - $375K
|
3.95K
$308K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-52- 1.2% |
$4.39K - $4.95K
|
4.27K
$333K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7+ 77.78% |
$590 - $666
|
16
$1.25K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.18K+ 7.72% |
$184K - $207K
|
30.4K
$2.37M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
473+ 12.13% |
$39.9K - $45K
|
4.37K
$342K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-250- 4.87% |
$21.1K - $23.8K
|
4.89K
$382K
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
11.7KNew |
$990K - $1.12M
|
11.7K
$917K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.21K+ 0.82% |
$102K - $115K
|
148K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
168+ 0.93% |
$14.2K - $16K
|
18.2K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.82K+ 8.72% |
$743K - $839K
|
110K
$8.58M
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.43KNew |
$205K - $231K
|
2.43K
$190K
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.09K+ 11.86% |
$260K - $294K
|
29.1K
$2.28M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
121K+ 465.34% |
$10.2M - $11.5M
|
147K
$11.5M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 18.45% |
$885K - $999K
|
46.4K
$3.62M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.02K- 5.44% |
$254K - $287K
|
52.4K
$4.09M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.14K+ 3.0% |
$180K - $203K
|
73.4K
$5.74M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.36K+ 0.28% |
$621K - $700K
|
2.68M
$209M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
102+ 1.47% |
$8.6K - $9.7K
|
7.04K
$550K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
55+ 0.4% |
$4.64K - $5.23K
|
13.8K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
346+ 1.6% |
$29.2K - $32.9K
|
21.9K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.3K- 27.9% |
$194K - $219K
|
5.94K
$464K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
26.2KNew |
$2.21M - $2.5M
|
26.2K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.68K+ 24.1% |
$310K - $350K
|
18.9K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.93KNew |
$331K - $373K
|
3.93K
$307K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
470K+ 174.64% |
$39.7M - $44.8M
|
740K
$57.8M
|