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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
19+ 0.13% |
$1.44K - $1.57K
|
14.3K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18+ 0.65% |
$1.37K - $1.49K
|
2.78K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
18+ 4.81% |
$1.37K - $1.49K
|
392
$34.8K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 0.64% |
$1.29K - $1.4K
|
2.68K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
14+ 0.65% |
$1.06K - $1.16K
|
2.18K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$988 - $1.07K
|
2.79K
$248K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13New |
$988 - $1.07K
|
13
$1.15K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
12+ 0.06% |
$912 - $990
|
19.9K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.07% |
$684 - $743
|
12.8K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
9+ 0.7% |
$684 - $743
|
1.29K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7+ 14.0% |
$532 - $578
|
57
$5.06K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.17% |
$456 - $495
|
3.64K
$323K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.38% |
$456 - $495
|
1.58K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5+ 0.01% |
$380 - $413
|
58.4K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.07% |
$304 - $330
|
5.52K
$490K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 1.63% |
$304 - $330
|
249
$22.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3+ 0.06% |
$228 - $248
|
5.39K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.8% |
$228 - $248
|
380
$33.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.76% |
$152 - $165
|
264
$23.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2+ 0.24% |
$152 - $165
|
846
$75.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.32% |
$152 - $165
|
628
$55.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.58% |
$152 - $165
|
347
$30.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 1.19% |
$76 - $82.5
|
85
$7.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.96% |
$76 - $82.5
|
105
$9.33K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.56% |
$76 - $82.5
|
181
$16.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.9% |
$76 - $82.5
|
112
$9.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.25% |
$76 - $82.5
|
81
$7.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.08% |
$76 - $82.5
|
1.2K
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.67% |
$76 - $82.5
|
148
$13.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2- 2.35% |
$152 - $165
|
83
$7.37K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 2.96% |
$380 - $413
|
164
$14.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13- 2.16% |
$988 - $1.07K
|
588
$52.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 10.85% |
$1.06K - $1.16K
|
115
$10.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 7.14% |
$1.14K - $1.24K
|
195
$17.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 0.42% |
$1.22K - $1.32K
|
3.82K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19- 0.77% |
$1.44K - $1.57K
|
2.45K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-19- 0.7% |
$1.44K - $1.57K
|
2.68K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 1.11% |
$1.52K - $1.65K
|
1.78K
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 26.74% |
$1.75K - $1.9K
|
63
$5.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-23- 0.69% |
$1.75K - $1.9K
|
3.32K
$295K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.2% |
$1.82K - $1.98K
|
12K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-25- 0.39% |
$1.9K - $2.06K
|
6.46K
$574K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-28- 0.45% |
$2.13K - $2.31K
|
6.16K
$547K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-34- 0.6% |
$2.58K - $2.81K
|
5.61K
$498K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-38- 0.07% |
$2.89K - $3.14K
|
51.6K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-41- 0.24% |
$3.12K - $3.38K
|
17.2K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-47- 1.73% |
$3.57K - $3.88K
|
2.67K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-47- 1.05% |
$3.57K - $3.88K
|
4.45K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-48- 88.89% |
$3.65K - $3.96K
|
6
$533
|