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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77+ 256.67% |
$5.95K - $6.94K
|
107
$8.76K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
46New |
$3.56K - $4.15K
|
46
$3.77K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.39K- 9.83% |
$107K - $125K
|
12.7K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
113+ 1.6% |
$8.74K - $10.2K
|
7.17K
$587K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
445+ 5.6% |
$34.4K - $40.1K
|
8.39K
$687K
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-1.87K- 15.9% |
$144K - $168K
|
9.87K
$808K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-62- 0.75% |
$4.79K - $5.59K
|
8.26K
$676K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.1K- 43.46% |
$4.26M - $4.96M
|
71.6K
$5.86M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-173- 14.71% |
$13.4K - $15.6K
|
1K
$82.1K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
170+ 0.25% |
$13.1K - $15.3K
|
67K
$5.49M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 4.91% |
$1.47K - $1.71K
|
406
$33.2K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.56K+ 8.65% |
$275K - $321K
|
44.6K
$3.65M
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.16K- 25.25% |
$477K - $556K
|
18.2K
$1.49M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.06K- 3.81% |
$236K - $276K
|
77.2K
$6.32M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.49K+ 12.57% |
$347K - $405K
|
40.2K
$3.29M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9- 0.24% |
$696 - $811
|
3.73K
$305K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-885- 12.41% |
$68.4K - $79.8K
|
6.25K
$512K
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
21+ 0.45% |
$1.62K - $1.89K
|
4.71K
$385K
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-7.17K- 3.65% |
$554K - $646K
|
189K
$15.5M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.9K+ 26.01% |
$224K - $261K
|
14K
$1.15M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.7K+ 41.8% |
$983K - $1.15M
|
43.1K
$3.53M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.99K- 4.96% |
$154K - $179K
|
38K
$3.11M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
32.7KNew |
$2.53M - $2.95M
|
32.7K
$2.67M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12.4K+ 1.68% |
$962K - $1.12M
|
752K
$61.6M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
6+ 0.07% |
$464 - $541
|
8.65K
$708K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.95K- 2.88% |
$228K - $266K
|
99.5K
$8.14M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13+ 0.43% |
$1.01K - $1.17K
|
3.04K
$249K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-145- 48.99% |
$11.2K - $13.1K
|
151
$12.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-497- 30.12% |
$38.4K - $44.8K
|
1.15K
$94.4K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.7K+ 400.48% |
$1.22M - $1.42M
|
19.6K
$1.61M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-351- 1.94% |
$27.1K - $31.6K
|
17.8K
$1.45M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.4K+ 136.41% |
$1.27M - $1.48M
|
28.5K
$2.33M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-340- 5.06% |
$26.3K - $30.7K
|
6.38K
$522K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.62% |
$155 - $180
|
327
$26.8K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.3K+ 8.95% |
$1.03M - $1.2M
|
162K
$13.3M
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
137+ 0.23% |
$10.6K - $12.4K
|
58.6K
$4.8M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
18.5K+ 7.36% |
$1.43M - $1.66M
|
269K
$22M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
241+ 8.92% |
$18.6K - $21.7K
|
2.94K
$241K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-601- 5.34% |
$46.5K - $54.2K
|
10.7K
$873K
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.33% |
$696 - $811
|
2.71K
$222K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-40- 1.48% |
$3.09K - $3.61K
|
2.67K
$219K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
34.6K+ 124.77% |
$2.68M - $3.12M
|
62.4K
$5.11M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63M+ 238.62% |
$281M - $327M
|
5.15M
$422M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
220+ 4.65% |
$17K - $19.8K
|
4.95K
$405K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 139.94% |
$923K - $1.08M
|
20.5K
$1.67M
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
222+ 0.14% |
$17.2K - $20K
|
162K
$13.3M
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
22+ 0.46% |
$1.7K - $1.98K
|
4.84K
$396K
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 0.06% |
$1.55K - $1.8K
|
31.5K
$2.58M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
272New |
$21K - $24.5K
|
272
$22.3K
|