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 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$173K - $207K
|
2.57K
$227K
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-261- 2.96% |
$17.5K - $21K
|
8.54K
$752K
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
7+ 0.05% |
$469 - $562
|
14.9K
$1.31M
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.8K+ 10.95% |
$121K - $145K
|
18.3K
$1.61M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
295+ 7.05% |
$19.8K - $23.7K
|
4.48K
$394K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.48KNew |
$300K - $360K
|
4.48K
$394K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
36.9K+ 4.91% |
$2.47M - $2.97M
|
789K
$69.4M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.57K+ 51.63% |
$441K - $528K
|
19.3K
$1.7M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-777- 20.46% |
$52.1K - $62.4K
|
3.02K
$266K
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.2K+ 6.04% |
$1.09M - $1.31M
|
285K
$25.1M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.54K- 36.12% |
$170K - $204K
|
4.49K
$395K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.07K+ 2.86% |
$206K - $247K
|
110K
$9.71M
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.05K- 21.15% |
$70.2K - $84.1K
|
3.9K
$344K
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.93KNew |
$196K - $236K
|
2.93K
$258K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 468.84% |
$168K - $202K
|
3.05K
$268K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3.83K- 30.04% |
$257K - $308K
|
8.93K
$786K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
158New |
$10.6K - $12.7K
|
158
$13.9K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
22New |
$1.47K - $1.77K
|
22
$1.94K
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.54% |
$1.01K - $1.21K
|
2.79K
$246K
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-64- 0.45% |
$4.29K - $5.14K
|
14K
$1.23M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1+ 0.02% |
$67 - $80.4
|
4.17K
$367K
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.18K- 6.64% |
$79K - $94.7K
|
16.6K
$1.46M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.24KNew |
$150K - $180K
|
2.24K
$197K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.52KNew |
$169K - $202K
|
2.52K
$222K
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-36.5K- 16.8% |
$2.45M - $2.93M
|
181K
$15.9M
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
931+ 4.44% |
$62.4K - $74.8K
|
21.9K
$1.93M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
355+ 2.38% |
$23.8K - $28.5K
|
15.3K
$1.35M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-33- 0.52% |
$2.21K - $2.65K
|
6.35K
$559K
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
427+ 9.35% |
$28.6K - $34.3K
|
4.99K
$440K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 77.92% |
$758K - $909K
|
3.21K
$282K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-109- 1.1% |
$7.31K - $8.76K
|
9.77K
$860K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.53KNew |
$438K - $524K
|
6.53K
$575K
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-10.2K- 3.4% |
$684K - $820K
|
290K
$25.5M
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.21K- 10.51% |
$81.1K - $97.2K
|
10.3K
$907K
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-80- 0.98% |
$5.36K - $6.43K
|
8.12K
$715K
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.49K+ 0.95% |
$99.7K - $119K
|
158K
$13.9M
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-52- 4.66% |
$3.49K - $4.18K
|
1.07K
$93.8K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.17K- 30.92% |
$414K - $496K
|
13.8K
$1.21M
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
19+ 0.1% |
$1.27K - $1.53K
|
18.7K
$1.64M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-17- 25.76% |
$1.14K - $1.37K
|
49
$4.31K
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-1.86K- 14.37% |
$125K - $150K
|
11.1K
$976K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
478New |
$32K - $38.4K
|
478
$42.1K
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
101+ 1.51% |
$6.77K - $8.12K
|
6.77K
$596K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4K- 36.13% |
$268K - $321K
|
7.07K
$622K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
90+ 2.38% |
$6.03K - $7.23K
|
3.88K
$341K
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-514- 13.8% |
$34.5K - $41.3K
|
3.21K
$283K
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.03K- 4.99% |
$69.1K - $82.8K
|
19.6K
$1.73M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.93KNew |
$196K - $235K
|
2.93K
$258K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.99K- 5.16% |
$200K - $240K
|
54.9K
$4.84M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 4.17% |
$1.34K - $1.61K
|
460
$40.5K
|