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
|
Psi Advisors, LLC
|
SELL
|
- |
-314- 12.94% |
$26.5K - $29.9K
|
2.11K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-326- 3.93% |
$27.5K - $31K
|
7.96K
$695K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-333- 4.52% |
$28.1K - $31.7K
|
7.04K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-334- 2.46% |
$28.2K - $31.8K
|
13.2K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 5.05% |
$30.5K - $34.4K
|
6.81K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-383- 0.65% |
$32.3K - $36.4K
|
58.5K
$5.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-402- 8.95% |
$33.9K - $38.2K
|
4.09K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-410- 2.12% |
$34.6K - $39K
|
19K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-422- 1.32% |
$35.6K - $40.1K
|
31.5K
$2.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-450- 1.24% |
$38K - $42.8K
|
35.8K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-474- 14.68% |
$40K - $45.1K
|
2.76K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-480- 1.79% |
$40.5K - $45.7K
|
26.4K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-483- 14.21% |
$40.7K - $46K
|
2.92K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-524- 4.75% |
$44.2K - $49.9K
|
10.5K
$917K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-542- 0.15% |
$45.7K - $51.6K
|
350K
$30.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-560- 2.2% |
$47.2K - $53.3K
|
24.9K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-598- 0.48% |
$50.4K - $56.9K
|
124K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-610- 5.14% |
$51.4K - $58K
|
11.3K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-697- 1.22% |
$58.8K - $66.3K
|
56.4K
$4.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-724- 2.35% |
$61.1K - $68.9K
|
30.1K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-748- 4.42% |
$63.1K - $71.2K
|
16.2K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-760- 14.67% |
$64.1K - $72.3K
|
4.42K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-822- 17.4% |
$69.3K - $78.2K
|
3.9K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-822- 20.88% |
$69.3K - $78.2K
|
3.12K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-825- 5.84% |
$69.6K - $78.5K
|
13.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-920- 4.73% |
$77.6K - $87.5K
|
18.5K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 4.07% |
$78.9K - $89K
|
22.1K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-940- 2.16% |
$79.3K - $89.4K
|
42.6K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-965- 10.05% |
$81.4K - $91.8K
|
8.64K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-972- 8.23% |
$82K - $92.5K
|
10.8K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-978- 3.83% |
$82.5K - $93K
|
24.6K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 4.78% |
$85.7K - $96.7K
|
20.3K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.36K- 3.49% |
$114K - $129K
|
37.5K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 23.83% |
$124K - $140K
|
4.71K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 4.57% |
$125K - $141K
|
30.9K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.59K- 1.01% |
$134K - $152K
|
156K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.68K- 4.02% |
$141K - $159K
|
40K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 4.22% |
$146K - $164K
|
39.2K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 35.88% |
$155K - $175K
|
3.29K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 19.96% |
$159K - $179K
|
7.56K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.89K- 1.18% |
$159K - $180K
|
158K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.01K- 3.43% |
$169K - $191K
|
56.5K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 0.81% |
$176K - $199K
|
255K
$22.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.17K- 4.44% |
$183K - $207K
|
46.8K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.33K- 0.78% |
$197K - $222K
|
299K
$26.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.34K- 5.58% |
$198K - $223K
|
39.6K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.39K- 2.48% |
$202K - $228K
|
94K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.46K- 8.69% |
$208K - $234K
|
25.9K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.86K- 2.05% |
$241K - $272K
|
137K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.97K- 2.77% |
$250K - $282K
|
104K
$9.08M
|