Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.3K+ 2.32% |
$641K - $730K
|
366K
$32.5M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.1K+ 7.06% |
$625K - $712K
|
123K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 14.25% |
$564K - $643K
|
58.6K
$5.21M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.11K+ 7.97% |
$549K - $626K
|
96.4K
$8.56M
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.42KNew |
$496K - $565K
|
6.42K
$571K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
6.23K+ 277.38% |
$481K - $548K
|
8.48K
$753K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
5.92K+ 20.39% |
$457K - $521K
|
35K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.57K+ 353.33% |
$430K - $490K
|
7.15K
$635K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$429K - $489K
|
5.56K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.5KNew |
$424K - $483K
|
5.5K
$488K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
5.42K+ 4.56% |
$419K - $477K
|
124K
$11.1M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.32K+ 8.6% |
$411K - $468K
|
67.2K
$5.97M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.31K+ 25.6% |
$410K - $467K
|
26K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.3K+ 25.64% |
$409K - $466K
|
26K
$2.31M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.89K+ 118.56% |
$377K - $430K
|
9.01K
$800K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.89K+ 118.56% |
$377K - $430K
|
9.01K
$800K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.84K+ 15.05% |
$374K - $426K
|
37K
$3.29M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
4.78KNew |
$369K - $420K
|
4.78K
$424K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.7K+ 3.01% |
$363K - $414K
|
161K
$14.3M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.63K+ 1.56% |
$357K - $407K
|
301K
$26.7M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.51K+ 0.82% |
$348K - $397K
|
557K
$49.5M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.37K+ 6.69% |
$338K - $385K
|
69.7K
$6.2M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.08KNew |
$315K - $359K
|
4.08K
$362K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.06K+ 16.78% |
$313K - $357K
|
28.2K
$2.51M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.05K+ 17.22% |
$313K - $357K
|
27.6K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.85KNew |
$298K - $339K
|
3.85K
$342K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.73K+ 6.54% |
$288K - $328K
|
60.8K
$5.4M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.71K+ 32.63% |
$286K - $326K
|
15.1K
$1.34M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.5K+ 2.4% |
$270K - $308K
|
149K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.43K+ 6.13% |
$265K - $302K
|
59.4K
$5.28M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
3.32K+ 4.02% |
$256K - $292K
|
85.9K
$7.63M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.28K+ 90.24% |
$253K - $289K
|
6.92K
$615K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 2.43% |
$244K - $277K
|
133K
$11.8M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.02K+ 9.14% |
$233K - $265K
|
36K
$3.2M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.01KNew |
$232K - $265K
|
3.01K
$267K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.97K+ 1.78% |
$229K - $261K
|
169K
$15.1M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.95KNew |
$228K - $259K
|
2.95K
$262K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.85K+ 26.9% |
$220K - $251K
|
13.4K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.8K+ 8.58% |
$216K - $247K
|
35.5K
$3.15M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 15.84% |
$216K - $246K
|
20.4K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.79KNew |
$215K - $245K
|
2.79K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.79K+ 4.07% |
$215K - $245K
|
71.3K
$6.34M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.71KNew |
$209K - $238K
|
2.71K
$241K
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.7K+ 4.29% |
$208K - $237K
|
65.5K
$5.82M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.65K+ 2.54% |
$205K - $233K
|
107K
$9.5M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.53KNew |
$195K - $222K
|
2.53K
$225K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$193K - $219K
|
2.49K
$221K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.49KNew |
$192K - $219K
|
2.49K
$221K
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.47K+ 1.96% |
$190K - $217K
|
129K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$190K - $216K
|
2.46K
$218K
|