Latest Institutional Purchases of Spdr S&P 600 Small Cap Value E (SLYV)
This list provides information on the latest institutional transactions involving Spdr S&P 600 Small Cap Value E (SLYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
250New |
$19K - $20.6K
|
250
$20.5K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
161+ 1.04% |
$12.2K - $13.3K
|
15.7K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
152New |
$11.6K - $12.5K
|
152
$12.4K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
130New |
$9.88K - $10.7K
|
130
$10.6K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
92New |
$6.99K - $7.59K
|
92
$7.53K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
74New |
$5.62K - $6.11K
|
74
$6.06K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
26+ 0.03% |
$1.98K - $2.15K
|
82.4K
$6.75M
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13New |
$988 - $1.07K
|
13
$1.06K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
9+ 0.7% |
$684 - $743
|
1.29K
$106K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 1.19% |
$76 - $82.5
|
85
$6.96K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.1KNew |
$2.02M - $2.17M
|
26.1K
$2.14M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
13.4K+ 6.48% |
$1.04M - $1.11M
|
220K
$18M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.39KNew |
$649K - $696K
|
8.39K
$686K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.01K+ 6.58% |
$620K - $665K
|
130K
$10.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 90.48% |
$322K - $345K
|
8.76K
$718K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 10.41% |
$294K - $315K
|
40.2K
$3.29M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.7KNew |
$209K - $224K
|
2.7K
$221K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.48KNew |
$192K - $206K
|
2.48K
$203K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.47K+ 8.47% |
$191K - $205K
|
31.6K
$2.59M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2K+ 35.86% |
$154K - $166K
|
7.56K
$619K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.86K+ 23.05% |
$144K - $155K
|
9.95K
$814K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$87.3K - $93.6K
|
1.13K
$92.3K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
830New |
$64.3K - $68.9K
|
830
$68K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
666+ 0.57% |
$51.6K - $55.3K
|
117K
$9.54M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
350New |
$27.1K - $29K
|
350
$28.7K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
258New |
$20K - $21.4K
|
258
$21.1K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
180+ 2250.0% |
$13.9K - $14.9K
|
188
$15.4K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
164+ 4.33% |
$12.7K - $13.6K
|
3.95K
$323K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 2.77% |
$11.3K - $12.1K
|
5.41K
$443K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$155 - $166
|
2
$164
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
114KNew |
$7.57M - $9.6M
|
114K
$9.29M
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.83KNew |
$322K - $408K
|
4.83K
$395K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.93KNew |
$196K - $248K
|
2.93K
$240K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$224K
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.66KNew |
$177K - $225K
|
2.66K
$218K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$175K - $222K
|
2.63K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 2.5% |
$128K - $162K
|
78.6K
$6.43M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.45KNew |
$96.6K - $123K
|
1.45K
$119K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
466+ 5.97% |
$31.1K - $39.4K
|
8.27K
$677K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
251+ 5.72% |
$16.7K - $21.2K
|
4.64K
$380K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$15.6K - $19.8K
|
234
$19.2K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173New |
$11.5K - $14.6K
|
173
$14.2K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
142New |
$9.47K - $12K
|
142
$11.6K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120New |
$8K - $10.1K
|
120
$9.82K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
111New |
$7.4K - $9.39K
|
111
$9.09K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 5.26% |
$6.67K - $8.46K
|
2K
$164K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
53New |
$3.53K - $4.48K
|
53
$4.34K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
38+ 0.06% |
$2.53K - $3.21K
|
59.7K
$4.89M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
31+ 0.62% |
$2.07K - $2.62K
|
5.02K
$411K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 5.0% |
$66.7 - $84.6
|
21
$1.72K
|