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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
111New |
$7.4K - $9.39K
|
111
$10.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-150- 12.4% |
$10K - $12.7K
|
1.06K
$100K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-224- 8.01% |
$14.9K - $18.9K
|
2.57K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-7K- 73.26% |
$467K - $592K
|
2.56K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
251+ 5.72% |
$16.7K - $21.2K
|
4.64K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48KNew |
$165K - $210K
|
2.48K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
38+ 0.06% |
$2.53K - $3.21K
|
59.7K
$5.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-237- 0.28% |
$15.8K - $20K
|
84.2K
$7.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.5K- 31.88% |
$233K - $296K
|
7.48K
$706K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.66KNew |
$177K - $225K
|
2.66K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16New |
$1.07K - $1.35K
|
16
$1.51K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-202- 32.01% |
$13.5K - $17.1K
|
429
$40.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
31+ 0.62% |
$2.07K - $2.62K
|
5.02K
$474K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-421- 12.43% |
$28.1K - $35.6K
|
2.97K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-365- 5.79% |
$24.3K - $30.9K
|
5.94K
$561K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 5.0% |
$66.7 - $84.6
|
21
$1.98K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
466+ 5.97% |
$31.1K - $39.4K
|
8.27K
$781K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.56K+ 27.99% |
$396K - $455K
|
25.4K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.28K+ 80.1% |
$162K - $186K
|
5.12K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
76New |
$5.41K - $6.22K
|
76
$7.17K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121KClosed |
$8.6M - $9.88M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-900- 14.17% |
$64.1K - $73.7K
|
5.45K
$514K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$199K - $229K
|
2.8K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
33.9KNew |
$2.41M - $2.77M
|
33.9K
$3.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-200- 5.75% |
$14.2K - $16.4K
|
3.28K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.81% |
$2.14K - $2.46K
|
3.7K
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38New |
$2.71K - $3.11K
|
38
$3.59K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-266- 7.8% |
$18.9K - $21.8K
|
3.14K
$297K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.26K- 0.54% |
$89.5K - $103K
|
234K
$22.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.68KNew |
$262K - $301K
|
3.68K
$347K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-415- 7.92% |
$29.5K - $34K
|
4.83K
$455K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.44K- 96.97% |
$103K - $118K
|
45
$4.25K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.69K- 6.9% |
$263K - $302K
|
49.8K
$4.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.63KNew |
$258K - $297K
|
3.63K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
543New |
$38.7K - $44.4K
|
543
$51.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.64KNew |
$117K - $134K
|
1.64K
$155K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
147New |
$10.5K - $12K
|
147
$13.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 40.13% |
$230K - $265K
|
4.83K
$456K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
42+ 1.2% |
$2.99K - $3.44K
|
3.53K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
178New |
$12.7K - $14.6K
|
178
$16.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-75- 2.61% |
$5.34K - $6.14K
|
2.8K
$264K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.54% |
$1.42K - $1.64K
|
3.73K
$352K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
347+ 3.18% |
$24.7K - $27.1K
|
11.3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5+ 0.14% |
$356 - $390
|
3.55K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
367New |
$26.1K - $28.6K
|
367
$34.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-212- 5.4% |
$15.1K - $16.5K
|
3.71K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-334- 10.86% |
$23.8K - $26.1K
|
2.74K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 83.61% |
$78.1K - $85.6K
|
215
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.6% |
$356 - $390
|
845
$79.8K
|
|