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 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-822- 20.88% |
$69.3K - $78.2K
|
3.12K
$273K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.38K+ 57.15% |
$370K - $417K
|
12.1K
$1.06M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.32KNew |
$702K - $792K
|
8.32K
$729K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.44K+ 3.16% |
$122K - $137K
|
47K
$4.12M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.81K+ 5.43% |
$153K - $172K
|
35.1K
$3.08M
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-135- 2.1% |
$11.4K - $12.8K
|
6.29K
$551K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-110- 29.41% |
$9.28K - $10.5K
|
264
$23.1K
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.91KNew |
$245K - $277K
|
2.91K
$255K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17+ 0.09% |
$1.43K - $1.62K
|
19.8K
$1.74M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-410- 2.12% |
$34.6K - $39K
|
19K
$1.66M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
614+ 2.58% |
$51.8K - $58.4K
|
24.4K
$2.14M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 44.31% |
$5.58M - $6.29M
|
83.1K
$7.27M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232- 1.62% |
$19.6K - $22.1K
|
14.1K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.57K- 24.62% |
$301K - $340K
|
10.9K
$957K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-610- 5.14% |
$51.4K - $58K
|
11.3K
$986K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.53KNew |
$214K - $241K
|
2.53K
$222K
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-26- 0.33% |
$2.19K - $2.47K
|
7.79K
$682K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.85K+ 1.15% |
$156K - $176K
|
163K
$14.2M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 0.81% |
$176K - $199K
|
255K
$22.3M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.6K- 5.46% |
$304K - $342K
|
62.3K
$5.46M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 11.95% |
$91.3K - $103K
|
10.1K
$888K
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-16- 0.67% |
$1.35K - $1.52K
|
2.38K
$208K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 3.03% |
$228K - $257K
|
91.7K
$8.03M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.7K- 77.4% |
$2.42M - $2.73M
|
8.37K
$733K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$406K - $458K
|
4.81K
$421K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-121- 4.02% |
$10.2K - $11.5K
|
2.89K
$253K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.49K+ 0.38% |
$295K - $332K
|
923K
$80.8M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.73KNew |
$736K - $830K
|
8.73K
$764K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
676+ 20.84% |
$57K - $64.3K
|
3.92K
$343K
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.37% |
$5.14K - $5.8K
|
16.6K
$1.45M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.36% |
$8.1K - $9.13K
|
7.13K
$625K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 7.85% |
$1.27K - $1.43K
|
206
$18K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$843 - $951
|
8.72K
$763K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 1.91% |
$432K - $487K
|
263K
$23M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.01K- 3.43% |
$169K - $191K
|
56.5K
$4.94M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-920- 4.73% |
$77.6K - $87.5K
|
18.5K
$1.62M
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-138- 1.95% |
$11.6K - $13.1K
|
6.94K
$608K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
849+ 21.39% |
$71.6K - $80.8K
|
4.82K
$422K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.51K+ 9.89% |
$296K - $334K
|
39K
$3.41M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
31+ 1.09% |
$2.61K - $2.95K
|
2.86K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 0.79% |
$10.5K - $11.8K
|
15.7K
$1.38M
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.03K- 39.0% |
$255K - $288K
|
4.73K
$414K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23K+ 41.21% |
$188K - $212K
|
7.64K
$669K
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
33.1K+ 18.08% |
$2.79M - $3.15M
|
216K
$18.9M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.46K- 8.69% |
$208K - $234K
|
25.9K
$2.27M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$402K - $454K
|
4.77K
$418K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
272+ 2.1% |
$22.9K - $25.9K
|
13.2K
$1.16M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.59KNew |
$387K - $437K
|
4.59K
$402K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 4.57% |
$125K - $141K
|
30.9K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
496+ 8.81% |
$41.8K - $47.2K
|
6.13K
$537K
|