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 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
239+ 2.84% |
$20.2K - $22.7K
|
8.64K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.04% |
$169 - $190
|
5.48K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.42K+ 8.07% |
$457K - $516K
|
72.6K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-333- 4.52% |
$28.1K - $31.7K
|
7.04K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-255- 1.53% |
$21.5K - $24.3K
|
16.4K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.27% |
$675 - $761
|
2.94K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.83K+ 1.93% |
$238K - $269K
|
149K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
15.7K+ 7.2% |
$1.33M - $1.5M
|
234K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-560- 2.2% |
$47.2K - $53.3K
|
24.9K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
224+ 1.91% |
$18.9K - $21.3K
|
11.9K
$950K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
15.1K+ 20.18% |
$1.27M - $1.43M
|
89.8K
$7.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-422- 1.32% |
$35.6K - $40.1K
|
31.5K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 5.05% |
$30.5K - $34.4K
|
6.81K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
5.59KNew |
$471K - $532K
|
5.59K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.34K- 3.2% |
$450K - $508K
|
162K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-192K- 99.35% |
$16.2M - $18.2M
|
1.25K
$99.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-822- 20.88% |
$69.3K - $78.2K
|
3.12K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.38K+ 57.15% |
$370K - $417K
|
12.1K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.32KNew |
$702K - $792K
|
8.32K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.44K+ 3.16% |
$122K - $137K
|
47K
$3.74M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.81K+ 5.43% |
$153K - $172K
|
35.1K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-135- 2.1% |
$11.4K - $12.8K
|
6.29K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-110- 29.41% |
$9.28K - $10.5K
|
264
$21K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.91KNew |
$245K - $277K
|
2.91K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17+ 0.09% |
$1.43K - $1.62K
|
19.8K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-410- 2.12% |
$34.6K - $39K
|
19K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
614+ 2.58% |
$51.8K - $58.4K
|
24.4K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 44.31% |
$5.58M - $6.29M
|
83.1K
$6.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-232- 1.62% |
$19.6K - $22.1K
|
14.1K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.57K- 24.62% |
$301K - $340K
|
10.9K
$869K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-610- 5.14% |
$51.4K - $58K
|
11.3K
$896K
|
|
|
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
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-26- 0.33% |
$2.19K - $2.47K
|
7.79K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.85K+ 1.15% |
$156K - $176K
|
163K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 0.81% |
$176K - $199K
|
255K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.6K- 5.46% |
$304K - $342K
|
62.3K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 11.95% |
$91.3K - $103K
|
10.1K
$807K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-16- 0.67% |
$1.35K - $1.52K
|
2.38K
$189K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.7K+ 3.03% |
$228K - $257K
|
91.7K
$7.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.7K- 77.4% |
$2.42M - $2.73M
|
8.37K
$666K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$406K - $458K
|
4.81K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-121- 4.02% |
$10.2K - $11.5K
|
2.89K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.49K+ 0.38% |
$295K - $332K
|
923K
$73.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
8.73KNew |
$736K - $830K
|
8.73K
$694K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
676+ 20.84% |
$57K - $64.3K
|
3.92K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.37% |
$5.14K - $5.8K
|
16.6K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.36% |
$8.1K - $9.13K
|
7.13K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 7.85% |
$1.27K - $1.43K
|
206
$16.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-10- 0.11% |
$843 - $951
|
8.72K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 1.91% |
$432K - $487K
|
263K
$20.9M
|