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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.48K- 14.74% |
$99.5K - $119K
|
8.59K
$756K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
18.1KNew |
$1.21M - $1.45M
|
18.1K
$1.59M
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-410- 7.52% |
$27.5K - $32.9K
|
5.04K
$444K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-787- 22.75% |
$52.8K - $63.2K
|
2.67K
$235K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-700- 64.1% |
$46.9K - $56.2K
|
392
$34.5K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.46K- 45.09% |
$165K - $198K
|
3K
$264K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.1K+ 277.01% |
$3.43M - $4.11M
|
69.6K
$6.13M
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-709- 19.77% |
$47.5K - $57K
|
2.88K
$253K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.82K- 49.29% |
$390K - $467K
|
5.99K
$527K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.26% |
$201 - $241
|
1.18K
$104K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.28K- 1.66% |
$287K - $344K
|
254K
$22.4M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$203K - $244K
|
3.03K
$267K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-84.8K- 15.39% |
$5.68M - $6.81M
|
466K
$41M
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$67 - $80.4
|
5.38K
$474K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
385New |
$25.8K - $30.9K
|
385
$33.9K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-901- 20.63% |
$60.4K - $72.4K
|
3.47K
$305K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-9- 7.26% |
$603 - $723
|
115
$10.1K
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.28K- 1.82% |
$153K - $183K
|
123K
$10.8M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 7.37% |
$1.42M - $1.71M
|
309K
$27.2M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
46+ 0.51% |
$3.08K - $3.7K
|
9.02K
$794K
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-62- 1.45% |
$4.16K - $4.98K
|
4.21K
$371K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31.1K+ 3.64% |
$2.09M - $2.5M
|
886K
$78M
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-306- 1.43% |
$20.5K - $24.6K
|
21.1K
$1.86M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
66+ 0.57% |
$4.42K - $5.3K
|
11.7K
$1.03M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-665- 1.48% |
$44.6K - $53.4K
|
44.3K
$3.9M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.92K- 7.57% |
$129K - $154K
|
23.4K
$2.06M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-52- 1.22% |
$3.49K - $4.18K
|
4.19K
$369K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.94K- 1.83% |
$264K - $317K
|
211K
$18.6M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-357- 1.01% |
$23.9K - $28.7K
|
35.1K
$3.09M
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-115- 1.38% |
$7.71K - $9.24K
|
8.2K
$722K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
632+ 6.77% |
$42.4K - $50.8K
|
9.97K
$878K
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 13.09% |
$755K - $905K
|
97.2K
$8.56M
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.93K+ 3.51% |
$129K - $155K
|
56.8K
$5M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-45- 1.14% |
$3.02K - $3.62K
|
3.91K
$344K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
286+ 893.75% |
$19.2K - $23K
|
318
$28K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
$134 - $161
|
2
$176
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
27+ 0.09% |
$1.81K - $2.17K
|
30K
$2.64M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13K+ 27.51% |
$868K - $1.04M
|
60K
$5.29M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
6.22K+ 14.82% |
$417K - $500K
|
48.2K
$4.24M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$402 - $482
|
5.42K
$477K
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-106K- 66.22% |
$7.08M - $8.49M
|
53.9K
$4.74M
|
|
Q1 2025 | |||||||
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.66K+ 48.96% |
$283K - $330K
|
11.1K
$981K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.1K+ 130.24% |
$1.25M - $1.45M
|
28.5K
$2.51M
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
315New |
$24.4K - $28.4K
|
315
$27.7K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-729- 2.77% |
$56.4K - $65.7K
|
25.6K
$2.25M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24New |
$1.86K - $2.16K
|
24
$2.11K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
103New |
$7.96K - $9.29K
|
103
$9.07K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.44K- 18.11% |
$189K - $220K
|
11K
$972K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
376+ 1.22% |
$29.1K - $33.9K
|
31.3K
$2.75M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.32K- 32.44% |
$102K - $119K
|
2.76K
$243K
|