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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72KNew |
$398K - $449K
|
4.72K
$413K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 4.22% |
$146K - $164K
|
39.2K
$3.43M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 0.65% |
$7.34K - $8.28K
|
13.5K
$1.18M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$5.23K - $5.9K
|
62
$5.43K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.17% |
$759 - $856
|
5.41K
$474K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-43- 0.8% |
$3.63K - $4.09K
|
5.34K
$467K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
244+ 9.93% |
$20.6K - $23.2K
|
2.7K
$237K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 7.79% |
$6.41K - $7.23K
|
900
$78.8K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
162+ 1.41% |
$13.7K - $15.4K
|
11.7K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 19.96% |
$159K - $179K
|
7.56K
$662K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-598- 0.48% |
$50.4K - $56.9K
|
124K
$10.9M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.17K- 4.44% |
$183K - $207K
|
46.8K
$4.09M
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8- 0.15% |
$675 - $761
|
5.42K
$474K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
603+ 4.31% |
$50.9K - $57.4K
|
14.6K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-11.7K- 17.88% |
$988K - $1.11M
|
53.8K
$4.71M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-524- 4.75% |
$44.2K - $49.9K
|
10.5K
$920K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-29- 1.04% |
$2.45K - $2.76K
|
2.76K
$242K
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.91K+ 6.46% |
$414K - $467K
|
81K
$7.09M
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.18K- 6.24% |
$268K - $302K
|
47.7K
$4.18M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 14.26% |
$112K - $126K
|
10.6K
$929K
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-38- 0.76% |
$3.2K - $3.62K
|
4.96K
$435K
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$1.2M - $1.35M
|
14.2K
$1.24M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
86+ 0.71% |
$7.25K - $8.18K
|
12.2K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 35.88% |
$155K - $175K
|
3.29K
$288K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 23.83% |
$124K - $140K
|
4.71K
$412K
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.9K- 12.1% |
$329K - $371K
|
28.3K
$2.48M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-978- 3.83% |
$82.5K - $93K
|
24.6K
$2.15M
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.78KNew |
$571K - $645K
|
6.78K
$593K
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-97- 3.46% |
$8.18K - $9.23K
|
2.71K
$237K
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1K+ 6.62% |
$84.3K - $95.1K
|
16.1K
$1.41M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-188- 0.32% |
$15.9K - $17.9K
|
58.8K
$5.15M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 42.98% |
$378K - $426K
|
14.9K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 9.39% |
$173K - $195K
|
23.9K
$2.1M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-71- 1.17% |
$5.99K - $6.75K
|
6K
$525K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$12.7K - $14.3K
|
150
$13.1K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
41.3K+ 843.49% |
$3.48M - $3.93M
|
46.2K
$4.04M
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-50- 1.03% |
$4.22K - $4.76K
|
4.81K
$421K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.41KNew |
$540K - $609K
|
6.41K
$561K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.19K+ 38.9% |
$354K - $399K
|
15K
$1.31M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
369+ 0.66% |
$31.1K - $35.1K
|
56K
$4.91M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.75% |
$169 - $190
|
268
$23.5K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.28K+ 3.38% |
$192K - $217K
|
69.7K
$6.11M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.11K- 27.07% |
$347K - $391K
|
11.1K
$970K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-48- 0.21% |
$4.05K - $4.57K
|
22.8K
$2M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 1.72% |
$1.18K - $1.33K
|
801
$70.1K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-314- 12.94% |
$26.5K - $29.9K
|
2.11K
$185K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.64K+ 14.38% |
$223K - $251K
|
21K
$1.84M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 2.99% |
$604K - $682K
|
233K
$20.4M
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-150- 3.93% |
$12.7K - $14.3K
|
3.67K
$321K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
113+ 4.17% |
$9.53K - $10.8K
|
2.82K
$247K
|