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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.38K+ 149.9% |
$361K - $433K
|
8.97K
$789K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.1K+ 12.13% |
$1.01M - $1.21M
|
140K
$12.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
6+ 0.22% |
$402 - $482
|
2.68K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 2.76% |
$6.7K - $8.03K
|
3.72K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.88K- 3.45% |
$126K - $151K
|
52.4K
$4.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82.8K- 23.8% |
$5.55M - $6.65M
|
265K
$23.3M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
22+ 0.18% |
$1.47K - $1.77K
|
12.3K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
22.3K+ 8.51% |
$1.49M - $1.79M
|
284K
$25M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.64K+ 5.17% |
$177K - $212K
|
53.6K
$4.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.05K- 4.24% |
$70.4K - $84.4K
|
23.7K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-114- 3.2% |
$7.64K - $9.16K
|
3.44K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-45- 0.18% |
$3.02K - $3.62K
|
25.6K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-64- 0.98% |
$4.29K - $5.14K
|
6.48K
$570K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
125New |
$8.38K - $10K
|
125
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
338+ 1.67% |
$22.7K - $27.2K
|
20.6K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.62K+ 3.97% |
$176K - $211K
|
68.8K
$6.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-249- 3.14% |
$16.7K - $20K
|
7.69K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 2.27% |
$30.7K - $36.8K
|
19.7K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-385- 1.04% |
$25.8K - $30.9K
|
36.7K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.3K- 2.27% |
$87.4K - $105K
|
56.1K
$4.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
30.4K+ 9.93% |
$2.04M - $2.44M
|
337K
$29.6M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.1K- 3.97% |
$141K - $169K
|
50.8K
$4.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-534- 4.0% |
$35.8K - $42.9K
|
12.8K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-14.4K- 8.9% |
$966K - $1.16M
|
148K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.38K- 16.4% |
$294K - $352K
|
22.3K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.83K- 3.26% |
$122K - $147K
|
54.2K
$4.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.87K- 7.12% |
$192K - $230K
|
37.4K
$3.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.36% |
$67 - $80.4
|
279
$24.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-408- 2.63% |
$27.3K - $32.8K
|
15.1K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-38- 20.0% |
$2.55K - $3.05K
|
152
$13.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
125+ 178.57% |
$8.38K - $10K
|
195
$17.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9.71K+ 16.79% |
$651K - $780K
|
67.6K
$5.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-225- 2.59% |
$15.1K - $18.1K
|
8.45K
$743K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-438- 37.99% |
$29.4K - $35.2K
|
715
$62.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
126+ 0.48% |
$8.45K - $10.1K
|
26.2K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11K+ 4.59% |
$74.3K - $89.1K
|
25.3K
$2.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.05% |
$201 - $241
|
5.53K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
665+ 11.93% |
$44.6K - $53.4K
|
6.24K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
46+ 13.77% |
$3.08K - $3.7K
|
380
$33.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 20.12% |
$84.3K - $101K
|
4.99K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
15+ 0.54% |
$1.01K - $1.21K
|
2.81K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-4.68K- 6.32% |
$313K - $376K
|
69.3K
$6.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-175- 4.28% |
$11.7K - $14.1K
|
3.92K
$344K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-821- 6.82% |
$55K - $66K
|
11.2K
$985K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
302+ 2.53% |
$20.2K - $24.3K
|
12.3K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-896- 12.95% |
$60.1K - $72K
|
6.02K
$529K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8KNew |
$188K - $225K
|
2.8K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
193+ 1.31% |
$12.9K - $15.5K
|
14.9K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
92.3K+ 166.54% |
$6.19M - $7.42M
|
148K
$13M
|