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 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13K+ 27.51% |
$868K - $1.04M
|
60K
$4.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
6.22K+ 14.82% |
$417K - $500K
|
48.2K
$3.95M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$402 - $482
|
5.42K
$444K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-106K- 66.22% |
$7.08M - $8.49M
|
53.9K
$4.41M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24New |
$1.86K - $2.16K
|
24
$1.96K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
103New |
$7.96K - $9.29K
|
103
$8.43K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-335- 5.4% |
$25.9K - $30.2K
|
5.87K
$481K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-50.5K- 44.66% |
$3.9M - $4.55M
|
62.6K
$5.12M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29.9K- 25.38% |
$2.31M - $2.69M
|
87.8K
$7.19M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26+ 0.47% |
$2.01K - $2.34K
|
5.54K
$454K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-23- 0.85% |
$1.78K - $2.07K
|
2.69K
$220K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-101- 0.06% |
$7.81K - $9.11K
|
158K
$13M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-140- 41.42% |
$10.8K - $12.6K
|
198
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 7.68% |
$211K - $246K
|
32.8K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.4K- 61.12% |
$1.26M - $1.47M
|
10.4K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 7.23% |
$821K - $957K
|
157K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
264+ 2.35% |
$20.4K - $23.8K
|
11.5K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.09K+ 6.61% |
$162K - $189K
|
33.8K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 18.11% |
$189K - $220K
|
11K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.66K- 22.71% |
$206K - $240K
|
9.05K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.1K+ 301.16% |
$1.71M - $1.99M
|
29.4K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 218.81% |
$221K - $258K
|
4.17K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-137- 4.66% |
$10.6K - $12.4K
|
2.8K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
376+ 1.22% |
$29.1K - $33.9K
|
31.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 2.71% |
$110K - $128K
|
51K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-160- 3.72% |
$12.4K - $14.4K
|
4.14K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.11% |
$232 - $270
|
2.63K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.32K- 32.44% |
$102K - $119K
|
2.76K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-370K- 13.8% |
$28.6M - $33.3M
|
2.31M
$189M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 18.09% |
$4.45M - $5.18M
|
375K
$30.7M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
35.7K+ 482.6% |
$2.76M - $3.22M
|
43.1K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15KNew |
$1.16M - $1.35M
|
15K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-973- 3.71% |
$75.2K - $87.7K
|
25.3K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-90- 1.59% |
$6.96K - $8.11K
|
5.55K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-102- 1.45% |
$7.89K - $9.2K
|
6.93K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.8K- 25.84% |
$1.06M - $1.24M
|
39.5K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.64K+ 1.5% |
$127K - $148K
|
111K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
217+ 7.71% |
$16.8K - $19.6K
|
3.03K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.79K- 10.78% |
$525K - $612K
|
56.2K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 5.01% |
$484K - $564K
|
131K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.8K- 5.2% |
$140K - $163K
|
32.9K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-1.42K- 25.34% |
$109K - $128K
|
4.17K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.46KNew |
$654K - $762K
|
8.46K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-303- 4.61% |
$23.4K - $27.3K
|
6.28K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.44K- 21.78% |
$498K - $581K
|
23.1K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-657- 7.66% |
$50.8K - $59.2K
|
7.92K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-266- 0.24% |
$20.6K - $24K
|
109K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-250- 6.37% |
$19.3K - $22.5K
|
3.67K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.12K- 7.12% |
$628K - $732K
|
106K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
140K+ 847.03% |
$10.8M - $12.6M
|
157K
$12.8M
|
|