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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
286New |
$22.6K - $24.9K
|
286
$24.4K
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.49KClosed |
$196K - $217K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
135KNew |
$10.7M - $11.8M
|
135K
$11.5M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-21.1KClosed |
$1.66M - $1.84M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-208Closed |
$16.4K - $18.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.63KClosed |
$208K - $229K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14.1KNew |
$1.11M - $1.23M
|
14.1K
$1.2M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.81KClosed |
$221K - $244K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5.17KClosed |
$408K - $450K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.43KClosed |
$191K - $211K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.55KNew |
$201K - $222K
|
2.55K
$217K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
63New |
$4.97K - $5.49K
|
63
$5.37K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
108New |
$8.52K - $9.4K
|
108
$9.2K
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.56KClosed |
$201K - $222K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.77KClosed |
$219K - $241K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-6Closed |
$473 - $522
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.45KClosed |
$272K - $300K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.37KClosed |
$266K - $293K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.75KClosed |
$217K - $239K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11Closed |
$867 - $958
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
15.2KNew |
$1.2M - $1.32M
|
15.2K
$1.3M
|
|
Q4 2021 | |||||||
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52Closed |
$4.18K - $4.69K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
540New |
$43.5K - $48.8K
|
540
$46K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-465Closed |
$37.4K - $42K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-60.3KClosed |
$4.86M - $5.45M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
828New |
$66.6K - $74.8K
|
828
$70.5K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-219Closed |
$17.6K - $19.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-312Closed |
$25.1K - $28.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
69New |
$5.55K - $6.23K
|
69
$5.88K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.77KClosed |
$223K - $250K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7Closed |
$563 - $632
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-30.2KClosed |
$2.43M - $2.73M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-71Closed |
$5.71K - $6.41K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-605Closed |
$48.7K - $54.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
245New |
$19.7K - $22.1K
|
245
$20.9K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92Closed |
$7.4K - $8.31K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
26New |
$2.09K - $2.35K
|
26
$2.21K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.94KNew |
$639K - $717K
|
7.94K
$676K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-11.2KClosed |
$904K - $1.01M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.32KClosed |
$428K - $480K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.7KClosed |
$137K - $153K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20New |
$1.61K - $1.81K
|
20
$1.7K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-112Closed |
$9.01K - $10.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-895Closed |
$72K - $80.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-723- 80.96% |
$58.2K - $65.3K
|
170
$14.5K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.72KClosed |
$380K - $426K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-75Closed |
$6.04K - $6.77K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.96KClosed |
$310K - $343K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7KClosed |
$548K - $606K
|
0
$0
|