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 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- 0.03% |
$71.2 - $78
|
3.64K
$321K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-150- 5.34% |
$10.7K - $11.7K
|
2.66K
$234K
|
|
| Q1 2023 | |||||||
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9- 0.07% |
$651 - $780
|
12.5K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
85New |
$6.15K - $7.36K
|
85
$7.48K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
120New |
$8.68K - $10.4K
|
120
$10.6K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
598+ 20.68% |
$43.2K - $51.8K
|
3.49K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32- 82.05% |
$2.31K - $2.77K
|
7
$616
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
103+ 0.15% |
$7.45K - $8.92K
|
69.1K
$6.09M
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-195K- 98.02% |
$14.1M - $16.9M
|
3.93K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
800New |
$57.8K - $69.3K
|
800
$70.4K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-737- 19.64% |
$53.3K - $63.9K
|
3.02K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
32New |
$2.31K - $2.77K
|
32
$2.82K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10New |
$723 - $866
|
10
$881
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.39% |
$289 - $347
|
1.04K
$91.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$19.9K - $23.8K
|
275
$24.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
58New |
$4.19K - $5.03K
|
58
$5.11K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.79KNew |
$202K - $242K
|
2.79K
$246K
|
|
|
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
$481K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
195New |
$13.4K - $15.6K
|
195
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500+ 100.0% |
$34.4K - $39.9K
|
1K
$88.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.6KNew |
$248K - $287K
|
3.6K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18KNew |
$288K - $334K
|
4.18K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.73KNew |
$395K - $457K
|
5.73K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$620 - $718
|
9
$792
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
38.9KNew |
$2.68M - $3.1M
|
38.9K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-17.4K- 85.57% |
$1.2M - $1.39M
|
2.94K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$482 - $559
|
7
$616
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.97KNew |
$204K - $237K
|
2.97K
$261K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21K+ 4.91% |
$1.45M - $1.68M
|
449K
$39.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.92KNew |
$201K - $233K
|
2.92K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
213New |
$14.7K - $17K
|
213
$18.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
801+ 29.9% |
$55.2K - $63.9K
|
3.48K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
247+ 1.27% |
$17K - $19.7K
|
19.7K
$1.74M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
35New |
$2.41K - $2.79K
|
35
$3.08K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$17.9K - $20.7K
|
260
$22.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$68.9 - $79.8
|
1
$88.1
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-15.3K- 96.34% |
$1.05M - $1.22M
|
580
$51.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.34KNew |
$291K - $357K
|
4.34K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.53K- 47.1% |
$304K - $373K
|
5.09K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-2.35K- 14.61% |
$158K - $194K
|
13.7K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
4.81KNew |
$323K - $396K
|
4.81K
$423K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.34K - $1.65K
|
11.2K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.8K- 76.5% |
$991K - $1.22M
|
4.53K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.67K+ 91.01% |
$246K - $302K
|
7.69K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.12% |
$3.36K - $4.12K
|
42.1K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
366New |
$24.6K - $30.1K
|
366
$32.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.7KNew |
$2.13M - $2.61M
|
31.7K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.55K- 18.32% |
$104K - $127K
|
6.89K
$607K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.71% |
$1.07K - $1.32K
|
951
$83.7K
|
|