Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
41.3K+ 843.49% |
$3.48M - $3.93M
|
46.2K
$4.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
33.1K+ 18.08% |
$2.79M - $3.15M
|
216K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.6KNew |
$2.16M - $2.44M
|
25.6K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
24KNew |
$2.02M - $2.28M
|
24K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
19K+ 81.05% |
$1.61M - $1.81M
|
42.5K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$1.2M - $1.35M
|
14.2K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
11.8KNew |
$992K - $1.12M
|
11.8K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
8.16KNew |
$688K - $776K
|
8.16K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
7.01K+ 2.45% |
$591K - $667K
|
294K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.78KNew |
$571K - $645K
|
6.78K
$602K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.41KNew |
$540K - $609K
|
6.41K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5.76K+ 4.48% |
$486K - $548K
|
134K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5.56K+ 3.58% |
$469K - $529K
|
161K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.91K+ 6.46% |
$414K - $467K
|
81K
$7.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$402K - $454K
|
4.77K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72KNew |
$398K - $449K
|
4.72K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
4.59KNew |
$387K - $437K
|
4.59K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.48K+ 42.98% |
$378K - $426K
|
14.9K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.19K+ 38.9% |
$354K - $399K
|
15K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.95K+ 2.33% |
$333K - $376K
|
173K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.75K+ 50.05% |
$316K - $357K
|
11.2K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.51K+ 9.89% |
$296K - $334K
|
39K
$3.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.11K+ 1.53% |
$262K - $296K
|
206K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.02K+ 2.99% |
$254K - $287K
|
104K
$9.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.64K+ 14.38% |
$223K - $251K
|
21K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.53KNew |
$214K - $241K
|
2.53K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.52KNew |
$213K - $240K
|
2.52K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$194K - $218K
|
2.3K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.28K+ 3.38% |
$192K - $217K
|
69.7K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.23K+ 41.21% |
$188K - $212K
|
7.64K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 9.39% |
$173K - $195K
|
23.9K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.85K+ 1.15% |
$156K - $176K
|
163K
$14.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.82K+ 2.99% |
$154K - $174K
|
62.7K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.66K+ 13.69% |
$140K - $157K
|
13.7K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.55K+ 61.37% |
$131K - $148K
|
4.08K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 14.26% |
$112K - $126K
|
10.6K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.3K+ 13.16% |
$109K - $123K
|
11.1K
$990K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 11.95% |
$91.3K - $103K
|
10.1K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 1.23% |
$90.8K - $102K
|
88.8K
$7.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
1K+ 6.62% |
$84.3K - $95.1K
|
16.1K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
961+ 1.51% |
$81.1K - $91.4K
|
64.8K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
871New |
$73.5K - $82.9K
|
871
$77.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
866+ 11.01% |
$73K - $82.4K
|
8.73K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
849+ 21.39% |
$71.6K - $80.8K
|
4.82K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
847+ 1.69% |
$71.4K - $80.6K
|
50.9K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
730New |
$61.6K - $69.5K
|
730
$64.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
676+ 20.84% |
$57K - $64.3K
|
3.92K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
619+ 3.35% |
$52.2K - $58.9K
|
19.1K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
614+ 2.58% |
$51.8K - $58.4K
|
24.4K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
603+ 4.31% |
$50.9K - $57.4K
|
14.6K
$1.3M
|