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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-46- 0.63% |
$3.55K - $4.05K
|
7.26K
$676K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-41- 0.07% |
$3.17K - $3.61K
|
57.5K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.73K+ 6.54% |
$288K - $328K
|
60.8K
$5.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.71K- 3.08% |
$209K - $238K
|
85.4K
$7.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-575- 3.33% |
$44.4K - $50.6K
|
16.7K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-92- 1.27% |
$7.11K - $8.09K
|
7.17K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 14.29% |
$15.9K - $18.1K
|
1.65K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-30- 0.34% |
$2.32K - $2.64K
|
8.73K
$813K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.36KNew |
$182K - $207K
|
2.36K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12+ 0.64% |
$927 - $1.06K
|
1.89K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.28K+ 90.24% |
$253K - $289K
|
6.92K
$644K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$29.6K - $33.7K
|
383
$35.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$429K - $489K
|
5.56K
$518K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
10.6KNew |
$816K - $930K
|
10.6K
$985K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.1K- 40.0% |
$162K - $185K
|
3.15K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 19.32% |
$109K - $124K
|
5.87K
$547K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
900+ 7.0% |
$69.5K - $79.2K
|
13.8K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75- 1.04% |
$5.79K - $6.6K
|
7.17K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-53.7K- 31.12% |
$4.15M - $4.72M
|
119K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
760+ 20.14% |
$58.7K - $66.9K
|
4.53K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
322+ 87.5% |
$24.9K - $28.3K
|
690
$64.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 0.07% |
$13.1K - $15K
|
257K
$23.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
380+ 2.36% |
$29.3K - $33.4K
|
16.5K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$386 - $440
|
5
$466
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-90- 0.45% |
$6.95K - $7.92K
|
19.8K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65K+ 2.54% |
$205K - $233K
|
107K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-515- 2.41% |
$39.8K - $45.3K
|
20.8K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.66K- 39.78% |
$128K - $146K
|
2.51K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.14K+ 0.72% |
$88.2K - $100K
|
160K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
103+ 0.48% |
$7.95K - $9.06K
|
21.6K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
341+ 7.11% |
$26.3K - $30K
|
5.14K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-104- 2.15% |
$8.03K - $9.15K
|
4.72K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-20- 0.37% |
$1.54K - $1.76K
|
5.43K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$193K - $219K
|
2.49K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-36- 0.48% |
$2.78K - $3.17K
|
7.49K
$698K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.23% |
$77.2 - $88
|
82
$7.64K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
584+ 1.09% |
$45.1K - $51.4K
|
54.2K
$5.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.85K+ 26.9% |
$220K - $251K
|
13.4K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 9.78% |
$96.2K - $110K
|
11.5K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-154- 4.33% |
$11.9K - $13.5K
|
3.4K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$309 - $352
|
7.08K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
6+ 0.22% |
$463 - $528
|
2.72K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.54% |
$2.32K - $2.64K
|
5.56K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.74K- 28.44% |
$597K - $680K
|
19.5K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17.5K- 6.1% |
$1.35M - $1.54M
|
269K
$25.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
963+ 2.97% |
$74.4K - $84.7K
|
33.4K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-163- 4.08% |
$12.6K - $14.3K
|
3.84K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-500- 9.49% |
$38.6K - $44K
|
4.77K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144+ 95.36% |
$11.1K - $12.7K
|
295
$27.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.28K- 79.94% |
$98.5K - $112K
|
320
$29.8K
|