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
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-600- 10.38% |
$46.3K - $52.8K
|
5.18K
$460K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-623- 0.35% |
$48.1K - $54.8K
|
180K
$16M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-668- 2.82% |
$51.6K - $58.8K
|
23K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-674- 14.07% |
$52.1K - $59.3K
|
4.12K
$366K
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-720- 8.43% |
$55.6K - $63.3K
|
7.82K
$694K
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-727- 0.94% |
$56.1K - $64K
|
76.5K
$6.79M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-735- 15.14% |
$56.8K - $64.7K
|
4.12K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-767- 11.6% |
$59.2K - $67.5K
|
5.84K
$519K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-778- 17.34% |
$60.1K - $68.4K
|
3.71K
$329K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-861- 2.17% |
$66.5K - $75.7K
|
38.9K
$3.45M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-865- 3.29% |
$66.8K - $76.1K
|
25.5K
$2.26M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-888- 6.81% |
$68.6K - $78.1K
|
12.1K
$1.08M
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-934- 1.56% |
$72.1K - $82.2K
|
58.9K
$5.23M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-955- 24.52% |
$73.8K - $84K
|
2.94K
$261K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.02K- 7.95% |
$78.5K - $89.5K
|
11.8K
$1.05M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 4.34% |
$80.2K - $91.3K
|
22.9K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 27.61% |
$84.2K - $95.9K
|
2.86K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.11K- 77.49% |
$85.9K - $97.8K
|
323
$28.7K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 6.8% |
$88K - $100K
|
15.6K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.14K- 2.56% |
$88.4K - $101K
|
43.6K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.17K- 49.43% |
$90K - $102K
|
1.19K
$106K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.25K- 9.78% |
$96.2K - $110K
|
11.5K
$1.02M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.26K- 13.0% |
$97K - $110K
|
8.4K
$747K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.28K- 79.94% |
$98.5K - $112K
|
320
$28.4K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.52% |
$98.8K - $113K
|
21.9K
$1.94M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 3.84% |
$104K - $119K
|
33.9K
$3.01M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.41K- 19.32% |
$109K - $124K
|
5.87K
$522K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.48K- 30.79% |
$114K - $130K
|
3.33K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.49K- 15.93% |
$115K - $131K
|
7.87K
$699K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.5K- 13.71% |
$116K - $132K
|
9.44K
$839K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.53K- 0.49% |
$118K - $134K
|
311K
$27.6M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.55K- 28.28% |
$120K - $136K
|
3.93K
$349K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.55K- 18.09% |
$120K - $137K
|
7.04K
$625K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.57K- 8.49% |
$121K - $138K
|
16.9K
$1.5M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.58K- 5.71% |
$122K - $139K
|
26.2K
$2.33M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.66K- 39.78% |
$128K - $146K
|
2.51K
$223K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.69K- 3.97% |
$131K - $149K
|
40.9K
$3.63M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.76K- 1.04% |
$136K - $155K
|
167K
$14.8M
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.08K- 0.72% |
$160K - $183K
|
287K
$25.5M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.1K- 40.0% |
$162K - $185K
|
3.15K
$280K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.2K- 8.43% |
$170K - $193K
|
23.9K
$2.12M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.26K- 10.95% |
$174K - $199K
|
18.3K
$1.63M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.41K- 3.58% |
$186K - $212K
|
64.7K
$5.75M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.67K- 4.37% |
$206K - $235K
|
58.5K
$5.19M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.69K- 9.49% |
$208K - $237K
|
25.7K
$2.28M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.71K- 3.08% |
$209K - $238K
|
85.4K
$7.59M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.72K- 6.12% |
$210K - $239K
|
41.7K
$3.7M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.72K- 1.06% |
$210K - $240K
|
255K
$22.7M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.9K- 7.2% |
$224K - $255K
|
37.4K
$3.32M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 5.05% |
$228K - $259K
|
55.4K
$4.92M
|