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 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
496+ 8.81% |
$41.8K - $47.2K
|
6.13K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
419+ 10.91% |
$35.3K - $39.9K
|
4.26K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
369+ 0.66% |
$31.1K - $35.1K
|
56K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
363+ 3.45% |
$30.6K - $34.5K
|
10.9K
$968K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
327+ 0.13% |
$27.6K - $31.1K
|
255K
$22.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
293+ 8.17% |
$24.7K - $27.9K
|
3.88K
$345K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
288+ 3.58% |
$24.3K - $27.4K
|
8.33K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
272+ 2.1% |
$22.9K - $25.9K
|
13.2K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
244+ 9.93% |
$20.6K - $23.2K
|
2.7K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
224+ 2488.89% |
$18.9K - $21.3K
|
233
$20.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
170New |
$14.3K - $16.2K
|
170
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
162+ 1.41% |
$13.7K - $15.4K
|
11.7K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
150New |
$12.7K - $14.3K
|
150
$13.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
134+ 3.75% |
$11.3K - $12.7K
|
3.71K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124+ 0.79% |
$10.5K - $11.8K
|
15.7K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 160.0% |
$10.1K - $11.4K
|
195
$17.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
117+ 1.29% |
$9.87K - $11.1K
|
9.2K
$818K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
116+ 10.94% |
$9.78K - $11K
|
1.18K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
113+ 4.17% |
$9.53K - $10.8K
|
2.82K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
105+ 3.33% |
$8.86K - $9.99K
|
3.26K
$290K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
105+ 0.29% |
$8.86K - $9.99K
|
36.1K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.36% |
$8.1K - $9.13K
|
7.13K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
89+ 2.18% |
$7.51K - $8.47K
|
4.17K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
87+ 0.65% |
$7.34K - $8.28K
|
13.5K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
86+ 0.71% |
$7.25K - $8.18K
|
12.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
75+ 0.52% |
$6.33K - $7.14K
|
14.5K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$5.23K - $5.9K
|
62
$5.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
61+ 0.37% |
$5.14K - $5.8K
|
16.6K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 1.59% |
$4.64K - $5.23K
|
3.51K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
51+ 0.48% |
$4.3K - $4.85K
|
10.6K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
44+ 0.8% |
$3.71K - $4.19K
|
5.52K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
36+ 0.62% |
$3.04K - $3.43K
|
5.88K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
33+ 0.94% |
$2.78K - $3.14K
|
3.55K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
31+ 1.09% |
$2.61K - $2.95K
|
2.86K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$2.36K - $2.66K
|
28
$2.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
18+ 0.73% |
$1.52K - $1.71K
|
2.47K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17+ 0.09% |
$1.43K - $1.62K
|
19.8K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 7.85% |
$1.27K - $1.43K
|
206
$18.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.56% |
$1.18K - $1.33K
|
2.51K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
14+ 0.08% |
$1.18K - $1.33K
|
17.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9New |
$759 - $856
|
9
$800
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.17% |
$759 - $856
|
5.41K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.82% |
$590 - $666
|
857
$76.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.07% |
$506 - $571
|
8.31K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.86% |
$253 - $285
|
351
$31.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.65% |
$253 - $285
|
462
$41K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.75% |
$169 - $190
|
268
$23.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.28% |
$84.3 - $95.1
|
362
$32.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.88% |
$84.3 - $95.1
|
114
$10.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 1.28% |
$84.3 - $95.1
|
79
$7.02K
|