Purchases and Sales Made in Q1 2025 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 2025. 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 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26+ 0.47% |
$2.01K - $2.34K
|
5.54K
$454K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
24New |
$1.86K - $2.16K
|
24
$1.96K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
22+ 0.46% |
$1.7K - $1.98K
|
4.84K
$396K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
21+ 0.45% |
$1.62K - $1.89K
|
4.71K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
20+ 0.34% |
$1.55K - $1.8K
|
5.9K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 4.91% |
$1.47K - $1.71K
|
406
$33.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
18+ 37.5% |
$1.39K - $1.62K
|
66
$5.4K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.43% |
$1.24K - $1.44K
|
3.72K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16+ 17.78% |
$1.24K - $1.44K
|
106
$8.68K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13+ 0.43% |
$1.01K - $1.17K
|
3.04K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12+ 0.43% |
$928 - $1.08K
|
2.77K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12+ 0.43% |
$928 - $1.08K
|
2.8K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12New |
$928 - $1.08K
|
12
$982
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.45% |
$773 - $902
|
2.22K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 8.77% |
$773 - $902
|
124
$10.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
9+ 0.05% |
$696 - $811
|
19.8K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.33% |
$696 - $811
|
2.71K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
7+ 0.25% |
$541 - $631
|
2.83K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.18% |
$464 - $541
|
3.27K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
6+ 0.07% |
$464 - $541
|
8.65K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6New |
$464 - $541
|
6
$491
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$464 - $541
|
5.42K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 5.13% |
$309 - $361
|
82
$6.71K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.05% |
$232 - $270
|
5.53K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.11% |
$232 - $270
|
2.63K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.04% |
$232 - $270
|
6.92K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.62% |
$155 - $180
|
327
$26.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.02% |
$155 - $180
|
8.31K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.04% |
$77.3 - $90.2
|
2.73K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.02% |
$77.3 - $90.2
|
4.09K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1+ 0.02% |
$77.3 - $90.2
|
5.45K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.05% |
$77.3 - $90.2
|
1.96K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.16% |
$155 - $180
|
1.25K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
$232 - $270
|
5K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.05% |
$309 - $361
|
8.71K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-9- 0.24% |
$696 - $811
|
3.73K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-10- 0.06% |
$773 - $902
|
16.5K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.31% |
$773 - $902
|
3.2K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 2.44% |
$928 - $1.08K
|
480
$39.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 6.31% |
$1.01K - $1.17K
|
193
$15.8K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-14- 0.23% |
$1.08K - $1.26K
|
5.98K
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-16- 0.06% |
$1.24K - $1.44K
|
25.8K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17- 2.94% |
$1.31K - $1.53K
|
562
$46K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18- 0.17% |
$1.39K - $1.62K
|
10.4K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-18- 0.09% |
$1.39K - $1.62K
|
21K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 0.06% |
$1.55K - $1.8K
|
31.5K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-20- 2.69% |
$1.55K - $1.8K
|
723
$59.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22- 18.64% |
$1.7K - $1.98K
|
96
$7.86K
|