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 |
|---|---|---|---|---|---|---|---|
|
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
$2.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.94KNew |
$639K - $717K
|
7.94K
$699K
|
|
|
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
$1.76K
|
|
|
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
$15K
|
|
|
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
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.72KClosed |
$213K - $236K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-199KClosed |
$15.6M - $17.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.25KClosed |
$333K - $368K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.04KClosed |
$81.4K - $89.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.2KNew |
$1.43M - $1.58M
|
18.2K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.57M - $1.73M
|
20K
$1.76M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51Closed |
$3.99K - $4.41K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
SELL
|
- |
-92.1KClosed |
$7.2M - $7.96M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-28KClosed |
$2.19M - $2.42M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
150+ 4.82% |
$11.7K - $13K
|
3.26K
$287K
|
|
| Q2 2021 | |||||||
|
Feb 13, 2025
Q2 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-38.3KClosed |
$3.09M - $3.44M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.3KClosed |
$1.07M - $1.19M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.62KClosed |
$615K - $685K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8.76KClosed |
$707K - $787K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-29.4KClosed |
$2.37M - $2.64M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-18.1KClosed |
$1.46M - $1.63M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.14KClosed |
$254K - $282K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8Closed |
$646 - $719
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15KClosed |
$92.8K - $103K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.44KClosed |
$601K - $669K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.22KClosed |
$341K - $379K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-204Closed |
$16.5K - $18.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-980Closed |
$79.1K - $88.1K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-3.03KClosed |
$245K - $273K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-20Closed |
$1.31K - $1.76K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7Closed |
$458 - $615
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-108Closed |
$7.07K - $9.49K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-283- 4.14% |
$18.5K - $24.9K
|
6.55K
$576K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-94Closed |
$6.15K - $8.26K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.5KClosed |
$294K - $395K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-54Closed |
$3.53K - $4.75K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-13.2KClosed |
$864K - $1.16M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
SELL
|
- |
-3.8KClosed |
$249K - $334K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-4.24KClosed |
$278K - $373K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-466Closed |
$30.5K - $41K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-584Closed |
$29.7K - $38.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
826New |
$42K - $54.8K
|
826
$72.7K
|
|