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 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.45KNew |
$189K - $216K
|
2.45K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44K+ 82.24% |
$188K - $215K
|
5.41K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.41KNew |
$186K - $212K
|
2.41K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.4KNew |
$186K - $211K
|
2.4K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4KNew |
$185K - $211K
|
2.4K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.39KNew |
$185K - $211K
|
2.39K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.37KNew |
$183K - $209K
|
2.37K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36KNew |
$182K - $208K
|
2.36K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
2.36KNew |
$182K - $207K
|
2.36K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.36KNew |
$182K - $207K
|
2.36K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.33KNew |
$180K - $205K
|
2.33K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32K+ 4.42% |
$179K - $204K
|
54.8K
$4.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.31K+ 1.51% |
$178K - $203K
|
155K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.12K+ 12.93% |
$163K - $186K
|
18.5K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.99K+ 5.4% |
$154K - $175K
|
38.9K
$3.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.84K+ 2.8% |
$142K - $162K
|
67.5K
$5.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.75K+ 2.82% |
$135K - $154K
|
63.8K
$5.67M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.72K+ 2.91% |
$133K - $152K
|
60.9K
$5.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 2.31% |
$133K - $151K
|
76.1K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.68K+ 20.13% |
$130K - $148K
|
10K
$890K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 20.07% |
$129K - $146K
|
9.96K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.65K+ 5.19% |
$127K - $145K
|
33.3K
$2.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.56K+ 1.57% |
$120K - $137K
|
101K
$8.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.48K+ 15.57% |
$114K - $130K
|
11K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.46K+ 1.33% |
$113K - $129K
|
111K
$9.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.44KNew |
$111K - $126K
|
1.44K
$127K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.41K+ 0.7% |
$109K - $124K
|
203K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 15.2% |
$102K - $116K
|
9.97K
$886K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.31K+ 3.06% |
$101K - $115K
|
44.1K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.2KNew |
$92.3K - $105K
|
1.2K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.15K+ 6.83% |
$88.8K - $101K
|
18K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.14K+ 0.72% |
$88.2K - $100K
|
160K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$79.5K - $90.5K
|
1.03K
$91.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.02KNew |
$78.4K - $89.3K
|
1.02K
$90.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$77.2K - $88K
|
1K
$88.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
992+ 40.36% |
$76.6K - $87.3K
|
3.45K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
985+ 1894.23% |
$76.1K - $86.7K
|
1.04K
$92.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
979+ 1.11% |
$75.6K - $86.1K
|
89K
$7.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
976New |
$75.4K - $85.9K
|
976
$86.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
963+ 2.97% |
$74.4K - $84.7K
|
33.4K
$2.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
963+ 7.05% |
$74.4K - $84.7K
|
14.6K
$1.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
913+ 2.22% |
$70.5K - $80.3K
|
42K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
900+ 7.0% |
$69.5K - $79.2K
|
13.8K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
835+ 1.87% |
$64.5K - $73.5K
|
45.6K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 27.11% |
$59.1K - $67.3K
|
3.59K
$319K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
760+ 20.14% |
$58.7K - $66.9K
|
4.53K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
758+ 10.07% |
$58.5K - $66.7K
|
8.29K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
736+ 2.81% |
$56.8K - $64.7K
|
26.9K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
693+ 7.04% |
$53.5K - $61K
|
10.5K
$936K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
613+ 1.05% |
$47.3K - $53.9K
|
59K
$5.24M
|