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 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.03K- 39.0% |
$255K - $288K
|
4.73K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.18K- 6.24% |
$268K - $302K
|
47.7K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.4K- 13.25% |
$287K - $324K
|
22.3K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.57K- 24.62% |
$301K - $340K
|
10.9K
$953K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.6K- 5.46% |
$304K - $342K
|
62.3K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.78K- 5.92% |
$319K - $360K
|
60.1K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.9K- 12.1% |
$329K - $371K
|
28.3K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.11K- 27.07% |
$347K - $391K
|
11.1K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.51K- 10.58% |
$381K - $429K
|
38.1K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.59K- 1.8% |
$387K - $436K
|
251K
$21.9M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 1.91% |
$432K - $487K
|
263K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.27K- 6.16% |
$444K - $501K
|
80.3K
$7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.34K- 3.2% |
$450K - $508K
|
162K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 2.99% |
$604K - $682K
|
233K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.98K- 13.65% |
$673K - $759K
|
50.5K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9.46K- 7.6% |
$798K - $900K
|
115K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.1K- 8.24% |
$853K - $962K
|
113K
$9.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10.2K- 72.16% |
$864K - $974K
|
3.95K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-11.7K- 17.88% |
$988K - $1.11M
|
53.8K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12.8K- 8.95% |
$1.08M - $1.21M
|
130K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 6.39% |
$1.44M - $1.63M
|
251K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-28.7K- 77.4% |
$2.42M - $2.73M
|
8.37K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 44.31% |
$5.58M - $6.29M
|
83.1K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-72.5K- 7.96% |
$6.11M - $6.9M
|
839K
$73.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-162K- 44.02% |
$13.7M - $15.4M
|
206K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-192K- 99.35% |
$16.2M - $18.2M
|
1.25K
$109K
|