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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2020
Q3 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-143Closed |
$6.65K - $7.83K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-140- 21.88% |
$6.51K - $7.67K
|
500
$43.8K
|
|
| Q2 2020 | |||||||
|
Sep 21, 2023
Q2 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-106Closed |
$3.92K - $6.01K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.21K- 48.19% |
$44.9K - $68.7K
|
1.3K
$114K
|
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-41.8KClosed |
$1.55M - $2.37M
|
0
$0
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-154Closed |
$5.7K - $8.73K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.41KClosed |
$52K - $79.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-15.8KClosed |
$586K - $897K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-82Closed |
$3.03K - $4.65K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-932Closed |
$34.5K - $52.8K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-190- 78.84% |
$7.03K - $10.8K
|
51
$4.47K
|
|
|
Jul 22, 2020
Q2 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.85K - $2.83K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300Closed |
$11.1K - $17K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-14.8KClosed |
$548K - $840K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
E&G Advisors, LP
|
SELL
|
- |
-5.69KClosed |
$211K - $323K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
SELL
|
- |
-20Closed |
$740 - $1.13K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-14.5KClosed |
$518K - $960K
|
0
$0
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.58KClosed |
$92.1K - $171K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-870Closed |
$31.1K - $57.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-175Closed |
$6.25K - $11.6K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.76KClosed |
$134K - $249K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Element Wealth, LLC
|
SELL
|
- |
-42.1KClosed |
$1.5M - $2.79M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-246KClosed |
$8.79M - $16.3M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.66KClosed |
$166K - $308K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-185Closed |
$6.61K - $12.3K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-290Closed |
$10.4K - $19.2K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8KClosed |
$286K - $530K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Compass Financial Group, Inc.
|
SELL
|
- |
-18.8KClosed |
$670K - $1.24M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-123KClosed |
$4.4M - $8.15M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60Closed |
$2.14K - $3.97K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.81KClosed |
$243K - $451K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-245Closed |
$8.76K - $16.2K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-44.1KClosed |
$1.57M - $2.92M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18Closed |
$643 - $1.19K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-40.5KClosed |
$1.45M - $2.68M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.27KClosed |
$153K - $283K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-67.3KClosed |
$2.41M - $4.46M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-130Closed |
$4.65K - $8.61K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-3.75KClosed |
$134K - $248K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.68KClosed |
$167K - $310K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-90.5KClosed |
$3.23M - $5.99M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Strid Group, LLC
|
SELL
|
- |
-27.2KClosed |
$972K - $1.8M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-4.6KClosed |
$164K - $305K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-54- 1.66% |
$3.18K - $3.57K
|
3.2K
$280K
|
|
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
720New |
$42.3K - $47.6K
|
720
$63.1K
|
|
|
Feb 10, 2020
Q4 2019
|
Granite Investment Partners, LLC
|
SELL
|
- |
-10.6KClosed |
$626K - $704K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Pendal Group LTD
|
SELL
|
- |
-74.7KClosed |
$4.4M - $4.94M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Baldwin Brothers LLC
|
BUY
|
- |
125New |
$7.35K - $8.27K
|
125
$10.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Time Scale Financial, Inc.
|
SELL
|
- |
-600Closed |
$35.3K - $39.7K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-114Closed |
$6.7K - $7.54K
|
0
$0
|
|