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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
758+ 10.07% |
$58.5K - $66.7K
|
8.29K
$678K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
736+ 2.81% |
$56.8K - $64.7K
|
26.9K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
693+ 7.04% |
$53.5K - $61K
|
10.5K
$863K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
613+ 1.05% |
$47.3K - $53.9K
|
59K
$4.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
584+ 1.09% |
$45.1K - $51.4K
|
54.2K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
575+ 7.23% |
$44.4K - $50.6K
|
8.53K
$698K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
549+ 1.22% |
$42.4K - $48.3K
|
45.4K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
533+ 4.61% |
$41.2K - $46.9K
|
12.1K
$989K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
516+ 4.54% |
$39.9K - $45.4K
|
11.9K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
489New |
$37.8K - $43K
|
489
$40K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
473+ 3.95% |
$36.5K - $41.6K
|
12.5K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
443+ 2.18% |
$34.2K - $39K
|
20.8K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
425+ 5.58% |
$32.8K - $37.4K
|
8.04K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
408+ 9.02% |
$31.5K - $35.9K
|
4.93K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
392New |
$30.3K - $34.5K
|
392
$32.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
388New |
$30K - $34.1K
|
388
$31.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
383New |
$29.6K - $33.7K
|
383
$31.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
380+ 2.36% |
$29.3K - $33.4K
|
16.5K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
364+ 0.72% |
$28.1K - $32K
|
50.9K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
356+ 9.8% |
$27.5K - $31.3K
|
3.99K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
352New |
$27.2K - $31K
|
352
$28.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
341+ 7.11% |
$26.3K - $30K
|
5.14K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
341+ 3.26% |
$26.3K - $30K
|
10.8K
$883K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
326+ 2.61% |
$25.2K - $28.7K
|
12.8K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
322+ 87.5% |
$24.9K - $28.3K
|
690
$56.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
318+ 0.93% |
$24.6K - $28K
|
34.7K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
316+ 2.77% |
$24.4K - $27.8K
|
11.7K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
271+ 0.72% |
$20.9K - $23.8K
|
37.7K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
270+ 1.15% |
$20.9K - $23.8K
|
23.7K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
250+ 1.91% |
$19.3K - $22K
|
13.4K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
249New |
$19.2K - $21.9K
|
249
$20.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
239+ 13.43% |
$18.5K - $21K
|
2.02K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
232+ 0.98% |
$17.9K - $20.4K
|
23.8K
$1.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
231+ 2.27% |
$17.8K - $20.3K
|
10.4K
$854K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
230+ 3.82% |
$17.8K - $20.2K
|
6.25K
$512K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
217+ 2.39% |
$16.8K - $19.1K
|
9.29K
$760K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
216+ 2.38% |
$16.7K - $19K
|
9.28K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
209+ 2.8% |
$16.1K - $18.4K
|
7.67K
$628K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 14.29% |
$15.9K - $18.1K
|
1.65K
$135K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
203+ 1.47% |
$15.7K - $17.9K
|
14K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
194+ 3.2% |
$15K - $17.1K
|
6.26K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
170+ 0.07% |
$13.1K - $15K
|
257K
$21M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$13.1K - $15K
|
170
$13.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
157+ 0.98% |
$12.1K - $13.8K
|
16.2K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
150+ 3.93% |
$11.6K - $13.2K
|
3.97K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
144+ 95.36% |
$11.1K - $12.7K
|
295
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
144+ 0.19% |
$11.1K - $12.7K
|
75.7K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
142+ 2.51% |
$11K - $12.5K
|
5.81K
$475K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 1.55% |
$10.7K - $12.1K
|
9.06K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
136+ 3.59% |
$10.5K - $12K
|
3.92K
$321K
|