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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-375- 12.58% |
$28.5K - $30.9K
|
2.61K
$246K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
74New |
$5.62K - $6.11K
|
74
$6.99K
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-75- 1.36% |
$5.7K - $6.19K
|
5.45K
$514K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.67% |
$76 - $82.5
|
148
$14K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2- 2.35% |
$152 - $165
|
83
$7.84K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 0.64% |
$1.29K - $1.4K
|
2.68K
$253K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
26+ 0.03% |
$1.98K - $2.15K
|
82.4K
$7.78M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
743New |
$56.5K - $61.3K
|
743
$70.1K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-21.1K- 85.19% |
$1.61M - $1.74M
|
3.68K
$347K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-292- 9.23% |
$22.2K - $24.1K
|
2.87K
$271K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-254- 4.39% |
$19.3K - $21K
|
5.54K
$523K
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.95KNew |
$604K - $656K
|
7.95K
$750K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-304- 38.19% |
$23.1K - $25.1K
|
492
$46.4K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.4% |
$4.56K - $4.95K
|
15.1K
$1.43M
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.4K+ 1.22% |
$107K - $116K
|
116K
$11M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
250New |
$19K - $20.6K
|
250
$23.6K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13New |
$988 - $1.07K
|
13
$1.23K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.45K- 30.96% |
$111K - $120K
|
3.24K
$306K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-68- 45.95% |
$5.17K - $5.61K
|
80
$7.55K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
305New |
$23.2K - $25.2K
|
305
$28.8K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-23- 0.69% |
$1.75K - $1.9K
|
3.32K
$313K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.04K- 93.27% |
$79.1K - $85.8K
|
75
$7.08K
|
|
Q1 2024 | |||||||
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-224KClosed |
$17.4M - $18.6M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.86K+ 23.05% |
$144K - $155K
|
9.95K
$939K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
180+ 2250.0% |
$13.9K - $14.9K
|
188
$17.7K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-28- 40.0% |
$2.17K - $2.32K
|
42
$3.96K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.47K+ 8.47% |
$191K - $205K
|
31.6K
$2.99M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 90.48% |
$322K - $345K
|
8.76K
$827K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.47% |
$77.4 - $83
|
69
$6.51K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$27.1K - $29K
|
350
$33K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
164+ 4.33% |
$12.7K - $13.6K
|
3.95K
$373K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 8.33% |
$77.4 - $83
|
11
$1.04K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.1KNew |
$2.02M - $2.17M
|
26.1K
$2.47M
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6New |
$465 - $498
|
6
$566
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
13.4K+ 6.48% |
$1.04M - $1.11M
|
220K
$20.8M
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.86K- 53.14% |
$609K - $652K
|
6.93K
$654K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.86K- 42.38% |
$221K - $237K
|
3.88K
$366K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-1.3K- 29.55% |
$101K - $108K
|
3.1K
$293K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-176- 1.76% |
$13.6K - $14.6K
|
9.85K
$930K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-8.64K- 53.98% |
$669K - $717K
|
7.37K
$696K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-175- 5.36% |
$13.6K - $14.5K
|
3.09K
$292K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-26- 0.73% |
$2.01K - $2.16K
|
3.54K
$335K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.48KNew |
$192K - $206K
|
2.48K
$234K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-513- 18.34% |
$39.7K - $42.6K
|
2.28K
$216K
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-921- 24.72% |
$71.3K - $76.4K
|
2.8K
$265K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 5.0% |
$1.08K - $1.16K
|
266
$25.1K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-135- 45.0% |
$10.5K - $11.2K
|
165
$15.6K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.96K- 22.52% |
$384K - $411K
|
17K
$1.61M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.01K+ 6.58% |
$620K - $665K
|
130K
$12.2M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2K+ 35.86% |
$154K - $166K
|
7.56K
$714K
|