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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-212- 5.4% |
$15.1K - $16.5K
|
3.71K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-334- 10.86% |
$23.8K - $26.1K
|
2.74K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 83.61% |
$78.1K - $85.6K
|
215
$17.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.6% |
$356 - $390
|
845
$69.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$356 - $390
|
5
$409
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-611- 2.41% |
$43.5K - $47.7K
|
24.7K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-49- 0.25% |
$3.49K - $3.82K
|
19.4K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1New |
$71.2 - $78
|
1
$81.9
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6New |
$427 - $468
|
6
$491
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.25KNew |
$516K - $565K
|
7.25K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-207- 30.71% |
$14.7K - $16.2K
|
467
$38.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.5K- 23.74% |
$746K - $818K
|
33.7K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
445New |
$31.7K - $34.7K
|
445
$36.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
6.14KNew |
$437K - $479K
|
6.14K
$502K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
105K+ 3104.84% |
$7.49M - $8.2M
|
108K
$8.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.6K+ 8.01% |
$970K - $1.06M
|
183K
$15M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.74M - $1.9M
|
24.4K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-206- 7.18% |
$14.7K - $16.1K
|
2.66K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-203- 19.31% |
$14.5K - $15.8K
|
848
$69.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
189+ 25.0% |
$13.5K - $14.7K
|
945
$77.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.25K+ 1.26% |
$160K - $176K
|
181K
$14.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- 0.03% |
$71.2 - $78
|
3.64K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-150- 5.34% |
$10.7K - $11.7K
|
2.66K
$218K
|
|
| Q1 2023 | |||||||
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9- 0.07% |
$651 - $780
|
12.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
85New |
$6.15K - $7.36K
|
85
$6.96K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
120New |
$8.68K - $10.4K
|
120
$9.82K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
598+ 20.68% |
$43.2K - $51.8K
|
3.49K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32- 82.05% |
$2.31K - $2.77K
|
7
$573
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
103+ 0.15% |
$7.45K - $8.92K
|
69.1K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-195K- 98.02% |
$14.1M - $16.9M
|
3.93K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
800New |
$57.8K - $69.3K
|
800
$65.5K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-737- 19.64% |
$53.3K - $63.9K
|
3.02K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
32New |
$2.31K - $2.77K
|
32
$2.62K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10New |
$723 - $866
|
10
$819
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.39% |
$289 - $347
|
1.04K
$85.1K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
24.1KNew |
$1.74M - $2.09M
|
24.1K
$1.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$19.9K - $23.8K
|
275
$22.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
58New |
$4.19K - $5.03K
|
58
$4.75K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.79KNew |
$202K - $242K
|
2.79K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50Closed |
$3.62K - $4.33K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.46KNew |
$395K - $473K
|
5.46K
$447K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
195New |
$13.4K - $15.6K
|
195
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500+ 100.0% |
$34.4K - $39.9K
|
1K
$81.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.6KNew |
$248K - $287K
|
3.6K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18KNew |
$288K - $334K
|
4.18K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.73KNew |
$395K - $457K
|
5.73K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$620 - $718
|
9
$737
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
38.9KNew |
$2.68M - $3.1M
|
38.9K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-17.4K- 85.57% |
$1.2M - $1.39M
|
2.94K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$482 - $559
|
7
$573
|
|