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 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.72K- 43.37% |
$229K - $258K
|
3.55K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9K+ 21.1% |
$160K - $181K
|
10.9K
$955K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.55K- 13.17% |
$131K - $147K
|
10.2K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6K- 5.05% |
$506K - $570K
|
113K
$9.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
158+ 228.99% |
$13.3K - $15K
|
227
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.48K+ 22.55% |
$209K - $236K
|
13.5K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-513K- 85.72% |
$43.3M - $48.8M
|
85.5K
$7.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.13% |
$422 - $476
|
3.71K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
4.37KNew |
$369K - $416K
|
4.37K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
8New |
$675 - $761
|
8
$701
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.2K- 4.61% |
$1.2M - $1.35M
|
294K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 16.27% |
$4.05K - $4.57K
|
247
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$92.4K - $104K
|
1.1K
$96K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-64- 3.45% |
$5.4K - $6.09K
|
1.79K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
25.5KNew |
$2.15M - $2.43M
|
25.5K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
78+ 0.63% |
$6.58K - $7.42K
|
12.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$1M - $1.13M
|
11.9K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.72KNew |
$229K - $258K
|
2.72K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.96K+ 3.57% |
$334K - $377K
|
115K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 28.07% |
$657K - $741K
|
35.5K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 3.68% |
$1.13M - $1.28M
|
379K
$33.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
167+ 0.48% |
$14.1K - $15.9K
|
35.1K
$3.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.5K- 12.3% |
$5.1M - $5.75M
|
431K
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49.1K- 47.96% |
$4.14M - $4.67M
|
53.3K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.86K- 36.4% |
$579K - $653K
|
12K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.78% |
$1.43K - $1.62K
|
2.21K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-297- 1.97% |
$25K - $28.3K
|
14.8K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-8- 0.29% |
$675 - $761
|
2.71K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125New |
$10.5K - $11.9K
|
125
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32+ 0.75% |
$2.7K - $3.04K
|
4.29K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
341New |
$28.8K - $32.4K
|
341
$29.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
190New |
$16K - $18.1K
|
190
$16.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
117+ 2.93% |
$9.87K - $11.1K
|
4.1K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.71K- 7.24% |
$228K - $258K
|
34.7K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 56.31% |
$13.8M - $15.5M
|
127K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.3K+ 21.0% |
$950K - $1.07M
|
64.9K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 3.06% |
$24.8K - $28K
|
9.89K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 1.64% |
$2.07M - $2.34M
|
1.52M
$133M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11+ 0.24% |
$928 - $1.05K
|
4.52K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-458- 13.97% |
$38.6K - $43.6K
|
2.82K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.96KNew |
$334K - $376K
|
3.96K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
245+ 0.56% |
$20.7K - $23.3K
|
44.4K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
28K+ 23.17% |
$2.36M - $2.66M
|
149K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-190- 4.84% |
$16K - $18.1K
|
3.74K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-316- 0.41% |
$26.7K - $30.1K
|
76.1K
$6.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.21K+ 13.87% |
$186K - $210K
|
18.1K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-149- 0.35% |
$12.6K - $14.2K
|
42.7K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
87+ 1.34% |
$7.34K - $8.28K
|
6.58K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-346- 0.46% |
$29.2K - $32.9K
|
75.4K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-66.3K- 4.84% |
$5.59M - $6.31M
|
1.3M
$114M
|