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 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.95KNew |
$604K - $656K
|
7.95K
$651K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
250New |
$19K - $20.6K
|
250
$20.5K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13New |
$988 - $1.07K
|
13
$1.06K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-68- 45.95% |
$5.17K - $5.61K
|
80
$6.55K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
305New |
$23.2K - $25.2K
|
305
$25K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
258New |
$20K - $21.4K
|
258
$21.1K
|
|
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
$814K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
180+ 2250.0% |
$13.9K - $14.9K
|
188
$15.4K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-28- 40.0% |
$2.17K - $2.32K
|
42
$3.44K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.47K+ 8.47% |
$191K - $205K
|
31.6K
$2.59M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 90.48% |
$322K - $345K
|
8.76K
$718K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$27.1K - $29K
|
350
$28.7K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
164+ 4.33% |
$12.7K - $13.6K
|
3.95K
$323K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 8.33% |
$77.4 - $83
|
11
$901
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.1KNew |
$2.02M - $2.17M
|
26.1K
$2.14M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
13.4K+ 6.48% |
$1.04M - $1.11M
|
220K
$18M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.86K- 42.38% |
$221K - $237K
|
3.88K
$318K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-1.3K- 29.55% |
$101K - $108K
|
3.1K
$254K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-175- 5.36% |
$13.6K - $14.5K
|
3.09K
$253K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.48KNew |
$192K - $206K
|
2.48K
$203K
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-921- 24.72% |
$71.3K - $76.4K
|
2.8K
$230K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-135- 45.0% |
$10.5K - $11.2K
|
165
$13.5K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.01K+ 6.58% |
$620K - $665K
|
130K
$10.6M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2K+ 35.86% |
$154K - $166K
|
7.56K
$619K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
666+ 0.57% |
$51.6K - $55.3K
|
117K
$9.54M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.39KNew |
$649K - $696K
|
8.39K
$686K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.7KNew |
$209K - $224K
|
2.7K
$221K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.25K- 24.21% |
$96.6K - $103K
|
3.9K
$320K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-860- 66.56% |
$66.6K - $71.4K
|
432
$35.4K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$87.3K - $93.6K
|
1.13K
$92.3K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
830New |
$64.3K - $68.9K
|
830
$68K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 50.0% |
$774 - $830
|
10
$819
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 26.47% |
$697 - $747
|
25
$2.05K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 2.77% |
$11.3K - $12.1K
|
5.41K
$443K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$155 - $166
|
2
$164
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-710- 18.98% |
$55K - $58.9K
|
3.03K
$248K
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-2.48K- 33.71% |
$192K - $206K
|
4.87K
$399K
|
|
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
$3.29M
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.06K- 17.95% |
$237K - $254K
|
14K
$1.15M
|
|
Q4 2023 | |||||||
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.2% |
$1.6K - $2.03K
|
12K
$978K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$224K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 97.74% |
$196K - $248K
|
68
$5.57K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$15.6K - $19.8K
|
234
$19.2K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
142New |
$9.47K - $12K
|
142
$11.6K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120New |
$8K - $10.1K
|
120
$9.82K
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.83KNew |
$322K - $408K
|
4.83K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 2.5% |
$128K - $162K
|
78.6K
$6.43M
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 20.05% |
$69.5K - $88.2K
|
4.16K
$340K
|