Purchases and Sales Made in Q1 2024 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.26K+ 2.63% |
$562K - $603K
|
284K
$24.8M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.26K+ 2.63% |
$562K - $603K
|
284K
$24.8M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
7.19K+ 5.2% |
$557K - $596K
|
145K
$12.7M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.9K+ 3.04% |
$534K - $572K
|
233K
$20.4M
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.48KNew |
$502K - $538K
|
6.48K
$566K
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
5.47KNew |
$424K - $454K
|
5.47K
$477K
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.45K+ 2.31% |
$422K - $452K
|
241K
$21M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.24K+ 7.82% |
$406K - $435K
|
72.3K
$6.31M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.17K+ 38.37% |
$400K - $429K
|
18.6K
$1.63M
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.59K+ 89.99% |
$356K - $381K
|
9.7K
$846K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.59K+ 5.32% |
$355K - $381K
|
90.8K
$7.93M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 4.73% |
$336K - $360K
|
96K
$8.38M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.28K+ 89.74% |
$331K - $355K
|
9.04K
$789K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.21KNew |
$326K - $349K
|
4.21K
$367K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.16K+ 90.48% |
$322K - $345K
|
8.76K
$765K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.15K+ 135.17% |
$321K - $344K
|
7.22K
$630K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
4.12K+ 2.61% |
$319K - $341K
|
162K
$14.1M
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
4.07K+ 20.66% |
$315K - $337K
|
23.7K
$2.07M
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4K+ 10.02% |
$310K - $332K
|
44K
$3.84M
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.97K+ 1.37% |
$307K - $329K
|
293K
$25.6M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.93K+ 5.22% |
$304K - $326K
|
79.2K
$6.92M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 10.41% |
$294K - $315K
|
40.2K
$3.51M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.69KNew |
$286K - $306K
|
3.69K
$322K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.5K+ 23.5% |
$271K - $291K
|
18.4K
$1.61M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.37K+ 4.55% |
$261K - $280K
|
77.5K
$6.76M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.19KNew |
$247K - $265K
|
3.19K
$278K
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.14K+ 12.46% |
$243K - $260K
|
28.3K
$2.47M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.1K+ 8.35% |
$240K - $257K
|
40.2K
$3.51M
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.09K+ 19.47% |
$239K - $257K
|
19K
$1.66M
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.76K+ 13.24% |
$214K - $229K
|
23.6K
$2.06M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.71K+ 59.91% |
$210K - $225K
|
7.23K
$631K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.7KNew |
$209K - $224K
|
2.7K
$236K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.61K+ 60.65% |
$202K - $216K
|
6.9K
$602K
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.6K+ 0.41% |
$201K - $215K
|
631K
$55.1M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.58KNew |
$200K - $214K
|
2.58K
$225K
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.53K+ 4.95% |
$196K - $210K
|
53.7K
$4.69M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 2.57% |
$193K - $207K
|
99.8K
$8.71M
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.49KNew |
$193K - $207K
|
2.49K
$217K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.48KNew |
$192K - $206K
|
2.48K
$216K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
2.47K+ 9.95% |
$192K - $205K
|
27.3K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.47K+ 8.47% |
$191K - $205K
|
31.6K
$2.76M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 1.47% |
$184K - $197K
|
164K
$14.3M
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.36K+ 48.84% |
$183K - $196K
|
7.2K
$629K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.35K+ 22.53% |
$182K - $195K
|
12.8K
$1.11M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.13K+ 8.32% |
$165K - $176K
|
27.7K
$2.41M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.08KNew |
$161K - $173K
|
2.08K
$182K
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2.03K+ 6.51% |
$157K - $169K
|
33.2K
$2.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2K+ 35.86% |
$154K - $166K
|
7.56K
$660K
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.95K+ 1.85% |
$151K - $162K
|
107K
$9.37M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.86K+ 23.05% |
$144K - $155K
|
9.95K
$868K
|