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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
58.1K+ 55.86% |
$4.49M - $5.24M
|
162K
$13.3M
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.02% |
$77.3 - $90.2
|
4.09K
$335K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-53.8K- 94.23% |
$4.16M - $4.85M
|
3.3K
$270K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-66- 0.82% |
$5.1K - $5.95K
|
7.94K
$650K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-966- 7.28% |
$74.7K - $87.1K
|
12.3K
$1.01M
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-29- 0.41% |
$2.24K - $2.61K
|
7K
$573K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-976- 24.19% |
$75.5K - $88K
|
3.06K
$250K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-182- 7.92% |
$14.1K - $16.4K
|
2.12K
$173K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.51K+ 61.42% |
$581K - $677K
|
19.7K
$1.62M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-102- 1.45% |
$7.89K - $9.2K
|
6.93K
$568K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 73.77% |
$164K - $191K
|
5K
$409K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.5K+ 20.23% |
$1.12M - $1.3M
|
86K
$7.04M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-79.5K- 53.27% |
$6.15M - $7.17M
|
69.8K
$5.71M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.2K- 17.64% |
$1.25M - $1.46M
|
75.5K
$6.18M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.31K+ 3.51% |
$488K - $569K
|
186K
$15.3M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-226- 0.51% |
$17.5K - $20.4K
|
44.1K
$3.61M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
611+ 13.97% |
$47.2K - $55.1K
|
4.98K
$408K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
90+ 3.31% |
$6.96K - $8.11K
|
2.81K
$230K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-457- 5.99% |
$35.3K - $41.2K
|
7.18K
$588K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 5.51% |
$2.17K - $2.52K
|
536
$43.9K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-42.2K- 89.81% |
$3.27M - $3.81M
|
4.79K
$392K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
796+ 0.59% |
$61.6K - $71.8K
|
135K
$11.1M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
878+ 12.55% |
$67.9K - $79.2K
|
7.87K
$645K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.44K- 1.92% |
$112K - $130K
|
73.9K
$6.05M
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.2K+ 2.08% |
$1.49M - $1.73M
|
942K
$77.1M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-18- 0.09% |
$1.39K - $1.62K
|
21K
$1.72M
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-20- 2.69% |
$1.55K - $1.8K
|
723
$59.2K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-653- 3.98% |
$50.5K - $58.9K
|
15.8K
$1.29M
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
139+ 1.16% |
$10.7K - $12.5K
|
12.1K
$989K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.3K+ 8.01% |
$100K - $117K
|
17.5K
$1.43M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.78K+ 18.83% |
$215K - $251K
|
17.5K
$1.44M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-958- 2.25% |
$74.1K - $86.4K
|
41.7K
$3.41M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 14.48% |
$1.22M - $1.42M
|
125K
$10.2M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
58+ 0.44% |
$4.49K - $5.23K
|
13.4K
$1.09M
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.5K+ 35.64% |
$969K - $1.13M
|
47.7K
$3.9M
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-14- 0.23% |
$1.08K - $1.26K
|
5.98K
$490K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-111K- 96.36% |
$8.57M - $9.99M
|
4.18K
$342K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.45K+ 2.86% |
$112K - $131K
|
52.3K
$4.28M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.47K+ 4.38% |
$114K - $132K
|
35K
$2.86M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-17.3K- 13.3% |
$1.34M - $1.56M
|
113K
$9.22M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 50.23% |
$1.43M - $1.67M
|
55.4K
$4.54M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
218New |
$16.9K - $19.7K
|
218
$17.8K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.16K+ 66.38% |
$631K - $736K
|
20.5K
$1.68M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-3.91K- 2.41% |
$303K - $353K
|
159K
$13M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-215- 80.83% |
$16.6K - $19.4K
|
51
$4.18K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 44.55% |
$234K - $273K
|
3.77K
$309K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-138- 1.27% |
$10.7K - $12.4K
|
10.7K
$876K
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-10- 0.06% |
$773 - $902
|
16.5K
$1.35M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.45% |
$7.04K - $8.2K
|
20.2K
$1.65M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-64- 0.74% |
$4.95K - $5.77K
|
8.57K
$702K
|