Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
910KNew |
$69.2M - $75.1M
|
910K
$80.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
332K+ 149.84% |
$25.2M - $27.4M
|
553K
$49.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
234K+ 9091.43% |
$17.8M - $19.4M
|
237K
$21.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
202KNew |
$15.3M - $16.6M
|
202K
$17.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 29.59% |
$8.24M - $8.94M
|
475K
$42.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.8K+ 3.97% |
$7.51M - $8.15M
|
2.59M
$230M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
79.3KNew |
$6.03M - $6.54M
|
79.3K
$7.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.9K+ 1546.13% |
$5.39M - $5.85M
|
75.5K
$6.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
68.6K+ 12.65% |
$5.22M - $5.66M
|
611K
$54.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58K+ 4.22% |
$4.41M - $4.79M
|
1.43M
$127M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
54.2K+ 4.44% |
$4.12M - $4.48M
|
1.28M
$113M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.9K+ 86.88% |
$3.11M - $3.38M
|
88K
$7.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.3K+ 422.25% |
$2.3M - $2.5M
|
37.5K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
29.2K+ 130.69% |
$2.22M - $2.41M
|
51.5K
$4.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.7K+ 39.73% |
$2.18M - $2.37M
|
101K
$8.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5KNew |
$2.09M - $2.27M
|
27.5K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
26.5K+ 1.99% |
$2.01M - $2.19M
|
1.35M
$120M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
25.9K+ 3.19% |
$1.97M - $2.14M
|
839K
$74.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.6K+ 512.79% |
$1.94M - $2.11M
|
30.6K
$2.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
24.5K+ 10.5% |
$1.86M - $2.02M
|
258K
$22.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
24.1K+ 650.47% |
$1.83M - $1.99M
|
27.8K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23.7KNew |
$1.8M - $1.95M
|
23.7K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.8K+ 6.89% |
$1.73M - $1.88M
|
354K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.4K+ 2.67% |
$1.7M - $1.85M
|
863K
$76.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
20.7K+ 3.27% |
$1.57M - $1.71M
|
652K
$57.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 5.75% |
$1.05M - $1.14M
|
255K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
11.8K+ 3.92% |
$896K - $973K
|
312K
$27.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.8K+ 4.52% |
$894K - $970K
|
272K
$24.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
10.7K+ 7.36% |
$814K - $884K
|
156K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$813K - $882K
|
10.7K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.5KNew |
$798K - $867K
|
10.5K
$933K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.88K+ 6.8% |
$751K - $816K
|
155K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.74K+ 18.6% |
$740K - $804K
|
62.1K
$5.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
9.72K+ 2.93% |
$739K - $802K
|
341K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.72K+ 114.66% |
$738K - $802K
|
18.2K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.52KNew |
$724K - $786K
|
9.52K
$846K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.38K+ 5.51% |
$637K - $691K
|
160K
$14.2M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.29KNew |
$630K - $684K
|
8.29K
$737K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
8.07K+ 5.66% |
$613K - $666K
|
151K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8K+ 3.34% |
$608K - $660K
|
248K
$22M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.95KNew |
$604K - $656K
|
7.95K
$706K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.71K+ 180.6% |
$586K - $636K
|
12K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.46KNew |
$567K - $616K
|
7.46K
$663K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.3K+ 7.52% |
$555K - $602K
|
104K
$9.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.28KNew |
$553K - $601K
|
7.28K
$647K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.26KNew |
$552K - $599K
|
7.26K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.13KNew |
$542K - $588K
|
7.13K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.96K+ 57.78% |
$529K - $574K
|
19K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.93K+ 4.18% |
$527K - $572K
|
172K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.08K+ 8.73% |
$462K - $502K
|
75.8K
$6.73M
|