Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.1K+ 277.01% |
$3.43M - $4.11M
|
69.6K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
31.1K+ 3.64% |
$2.09M - $2.5M
|
886K
$72.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.2K+ 7.37% |
$1.42M - $1.71M
|
309K
$25.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
18.1KNew |
$1.21M - $1.45M
|
18.1K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
14KNew |
$938K - $1.12M
|
14K
$1.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
13K+ 27.51% |
$868K - $1.04M
|
60K
$4.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 13.09% |
$755K - $905K
|
97.2K
$7.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
6.22K+ 14.82% |
$417K - $500K
|
48.2K
$3.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.41K+ 21.64% |
$362K - $435K
|
30.4K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
3.75K+ 33.41% |
$251K - $301K
|
15K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.69K+ 6.13% |
$247K - $296K
|
63.8K
$5.23M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$203K - $244K
|
3.03K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.84K+ 7.44% |
$190K - $228K
|
41K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.74KNew |
$183K - $220K
|
2.74K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.54KNew |
$170K - $204K
|
2.54K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.46K+ 3.2% |
$165K - $198K
|
79.5K
$6.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.93K+ 3.51% |
$129K - $155K
|
56.8K
$4.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.7K+ 188.89% |
$114K - $137K
|
2.6K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.39K+ 12.75% |
$92.8K - $111K
|
12.3K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.1K+ 7.32% |
$73.7K - $88.4K
|
16.1K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.02K+ 97.88% |
$68.1K - $81.6K
|
2.05K
$168K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
808New |
$54.2K - $64.9K
|
808
$66.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
752+ 3.24% |
$50.4K - $60.4K
|
23.9K
$1.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
632+ 6.77% |
$42.4K - $50.8K
|
9.97K
$816K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
500New |
$33.5K - $40.2K
|
500
$40.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
494+ 2.4% |
$33.1K - $39.7K
|
21.1K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
489+ 6.33% |
$32.8K - $39.3K
|
8.22K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
385New |
$25.8K - $30.9K
|
385
$31.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
286+ 893.75% |
$19.2K - $23K
|
318
$26K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
264+ 2.4% |
$17.7K - $21.2K
|
11.3K
$922K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 4.09% |
$14.8K - $17.8K
|
5.62K
$460K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
162+ 1.08% |
$10.9K - $13K
|
15.1K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
66+ 0.57% |
$4.42K - $5.3K
|
11.7K
$957K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
46+ 0.51% |
$3.08K - $3.7K
|
9.02K
$738K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
27+ 0.09% |
$1.81K - $2.17K
|
30K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6+ 0.09% |
$402 - $482
|
7.06K
$578K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.11% |
$402 - $482
|
5.42K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5New |
$335 - $402
|
5
$409
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5+ 0.17% |
$335 - $402
|
2.96K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.58% |
$268 - $321
|
693
$56.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.26% |
$201 - $241
|
1.18K
$96.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
$134 - $161
|
2
$164
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$67 - $80.4
|
5.38K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.07% |
$67 - $80.4
|
1.46K
$120K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-9- 7.26% |
$603 - $723
|
115
$9.42K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-19- 0.61% |
$1.27K - $1.53K
|
3.08K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20- 4.17% |
$1.34K - $1.61K
|
460
$37.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-39- 1.05% |
$2.61K - $3.13K
|
3.66K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-45- 1.14% |
$3.02K - $3.62K
|
3.91K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-52- 1.22% |
$3.49K - $4.18K
|
4.19K
$343K
|