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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31New |
$2.4K - $2.57K
|
31
$2.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
666+ 0.57% |
$51.6K - $55.3K
|
117K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.39KNew |
$649K - $696K
|
8.39K
$792K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.7KNew |
$209K - $224K
|
2.7K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.48KNew |
$502K - $538K
|
6.48K
$612K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.25K- 24.21% |
$96.6K - $103K
|
3.9K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48New |
$3.72K - $3.98K
|
48
$4.53K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-860- 66.56% |
$66.6K - $71.4K
|
432
$40.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$87.3K - $93.6K
|
1.13K
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
830New |
$64.3K - $68.9K
|
830
$78.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 50.0% |
$774 - $830
|
10
$944
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 26.47% |
$697 - $747
|
25
$2.36K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.3K+ 5.14% |
$565K - $606K
|
149K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 2.77% |
$11.3K - $12.1K
|
5.41K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 22.92% |
$1.7K - $1.83K
|
118
$11.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$155 - $166
|
2
$189
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.19KNew |
$247K - $265K
|
3.19K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-710- 18.98% |
$55K - $58.9K
|
3.03K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
459New |
$35.5K - $38.1K
|
459
$43.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.02KNew |
$78.7K - $84.3K
|
1.02K
$95.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-2.48K- 33.71% |
$192K - $206K
|
4.87K
$460K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$77.4 - $83
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 10.41% |
$294K - $315K
|
40.2K
$3.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-7.86K- 53.14% |
$609K - $652K
|
6.93K
$654K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.06K- 17.95% |
$237K - $254K
|
14K
$1.32M
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.2% |
$1.6K - $2.03K
|
12K
$1.13M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.35K- 18.11% |
$90K - $114K
|
6.11K
$576K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$258K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 97.74% |
$196K - $248K
|
68
$6.42K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$15.6K - $19.8K
|
234
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
142New |
$9.47K - $12K
|
142
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120New |
$8K - $10.1K
|
120
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.83KNew |
$322K - $408K
|
4.83K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 2.5% |
$128K - $162K
|
78.6K
$7.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 66.09% |
$10.1K - $12.9K
|
78
$7.36K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 20.05% |
$69.5K - $88.2K
|
4.16K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-21- 3.33% |
$1.4K - $1.78K
|
610
$57.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.93KNew |
$196K - $248K
|
2.93K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-38.8K- 93.25% |
$2.59M - $3.28M
|
2.81K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
114KNew |
$7.57M - $9.6M
|
114K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173New |
$11.5K - $14.6K
|
173
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
53New |
$3.53K - $4.48K
|
53
$5K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.35% |
$1.33K - $1.69K
|
5.64K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-458- 3.37% |
$30.5K - $38.7K
|
13.1K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.45KNew |
$96.6K - $123K
|
1.45K
$137K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$175K - $222K
|
2.63K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 5.26% |
$6.67K - $8.46K
|
2K
$189K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-100- 3.53% |
$6.67K - $8.46K
|
2.73K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 50.0% |
$66.7K - $84.6K
|
1K
$94.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37New |
$2.47K - $3.13K
|
37
$3.49K
|
|