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 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-104- 2.15% |
$8.03K - $9.15K
|
4.72K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-104- 2.87% |
$8.03K - $9.15K
|
3.52K
$313K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-114- 2.88% |
$8.8K - $10K
|
3.84K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-116- 1.04% |
$8.96K - $10.2K
|
11K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-129- 1.77% |
$9.96K - $11.3K
|
7.17K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-130- 3.04% |
$10K - $11.4K
|
4.14K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-154- 4.33% |
$11.9K - $13.5K
|
3.4K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-160- 6.09% |
$12.4K - $14.1K
|
2.47K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-162- 1.26% |
$12.5K - $14.3K
|
12.7K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-163- 4.08% |
$12.6K - $14.3K
|
3.84K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-163- 7.72% |
$12.6K - $14.3K
|
1.95K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-172- 2.66% |
$13.3K - $15.1K
|
6.29K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-181- 5.69% |
$14K - $15.9K
|
3K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-182- 0.85% |
$14.1K - $16K
|
21.3K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-190- 2.45% |
$14.7K - $16.7K
|
7.55K
$671K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-200- 2.11% |
$15.4K - $17.6K
|
9.28K
$824K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-200- 7.37% |
$15.4K - $17.6K
|
2.52K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-220- 2.06% |
$17K - $19.4K
|
10.4K
$928K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-225- 3.25% |
$17.4K - $19.8K
|
6.7K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-225- 6.72% |
$17.4K - $19.8K
|
3.13K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-238- 17.89% |
$18.4K - $20.9K
|
1.09K
$97K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-241- 2.84% |
$18.6K - $21.2K
|
8.23K
$731K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-242- 9.07% |
$18.7K - $21.3K
|
2.43K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-249- 8.99% |
$19.2K - $21.9K
|
2.52K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-259- 1.68% |
$20K - $22.8K
|
15.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-300- 6.52% |
$23.2K - $26.4K
|
4.3K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-308- 5.8% |
$23.8K - $27.1K
|
5K
$444K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-320- 0.13% |
$24.7K - $28.2K
|
254K
$22.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-333- 6.9% |
$25.7K - $29.3K
|
4.49K
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-376- 2.59% |
$29K - $33.1K
|
14.1K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-382- 0.3% |
$29.5K - $33.6K
|
125K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-382- 1.18% |
$29.5K - $33.6K
|
31.9K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-385- 32.08% |
$29.7K - $33.9K
|
815
$72.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 1.23% |
$31.1K - $35.5K
|
32.4K
$2.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-410- 0.79% |
$31.7K - $36.1K
|
51.2K
$4.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-415- 9.5% |
$32.1K - $36.5K
|
3.96K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-437- 7.83% |
$33.7K - $38.4K
|
5.14K
$457K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-472- 0.3% |
$36.5K - $41.5K
|
157K
$14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-473- 12.78% |
$36.5K - $41.6K
|
3.23K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-492- 18.06% |
$38K - $43.3K
|
2.23K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-500- 9.49% |
$38.6K - $44K
|
4.77K
$424K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-506- 14.23% |
$39.1K - $44.5K
|
3.05K
$271K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-514- 0.68% |
$39.7K - $45.2K
|
75.2K
$6.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-515- 2.41% |
$39.8K - $45.3K
|
20.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-525- 1.21% |
$40.5K - $46.2K
|
42.8K
$3.81M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-553- 17.16% |
$42.7K - $48.6K
|
2.67K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-563- 4.74% |
$43.5K - $49.5K
|
11.3K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-575- 3.33% |
$44.4K - $50.6K
|
16.7K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-578- 11.32% |
$44.6K - $50.8K
|
4.53K
$402K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-581- 4.69% |
$44.9K - $51.1K
|
11.8K
$1.05M
|