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 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10.2K- 72.16% |
$864K - $974K
|
3.95K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 18.45% |
$885K - $999K
|
46.4K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.32% |
$887K - $1M
|
74.9K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-11.7K- 17.88% |
$988K - $1.11M
|
53.8K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12.8K- 8.95% |
$1.08M - $1.21M
|
130K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.9K- 8.63% |
$1.09M - $1.22M
|
136K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 9.84% |
$1.15M - $1.3M
|
125K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.2K- 4.61% |
$1.2M - $1.35M
|
294K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 6.39% |
$1.44M - $1.63M
|
251K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.7K- 77.4% |
$2.42M - $2.73M
|
8.37K
$682K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-29.8K- 51.74% |
$2.51M - $2.83M
|
27.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-39K- 70.22% |
$3.29M - $3.71M
|
16.6K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-41.6K- 36.31% |
$3.5M - $3.95M
|
72.9K
$5.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49.1K- 47.96% |
$4.14M - $4.67M
|
53.3K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.5K- 12.3% |
$5.1M - $5.75M
|
431K
$35.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 44.31% |
$5.58M - $6.29M
|
83.1K
$6.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-66.3K- 4.84% |
$5.59M - $6.31M
|
1.3M
$106M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-72.5K- 7.96% |
$6.11M - $6.9M
|
839K
$68.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-162K- 44.02% |
$13.7M - $15.4M
|
206K
$16.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-163K- 56.31% |
$13.8M - $15.5M
|
127K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-192K- 99.35% |
$16.2M - $18.2M
|
1.25K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-513K- 85.72% |
$43.3M - $48.8M
|
85.5K
$6.97M
|