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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.48K- 4.57% |
$125K - $141K
|
30.9K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.55K- 13.17% |
$131K - $147K
|
10.2K
$833K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.59K- 1.01% |
$134K - $152K
|
156K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.68K- 4.02% |
$141K - $159K
|
40K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 12.53% |
$141K - $160K
|
11.7K
$954K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 4.22% |
$146K - $164K
|
39.2K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.79K- 5.29% |
$151K - $171K
|
32.1K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.84K- 35.88% |
$155K - $175K
|
3.29K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.89K- 19.96% |
$159K - $179K
|
7.56K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.89K- 1.18% |
$159K - $180K
|
158K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.92K- 3.21% |
$162K - $183K
|
57.9K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.01K- 3.43% |
$169K - $191K
|
56.5K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.09K- 0.81% |
$176K - $199K
|
255K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.17K- 4.44% |
$183K - $207K
|
46.8K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.3K- 27.9% |
$194K - $219K
|
5.94K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.33K- 0.78% |
$197K - $222K
|
299K
$24.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.34K- 5.58% |
$198K - $223K
|
39.6K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.39K- 2.48% |
$202K - $228K
|
94K
$7.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.46K- 8.69% |
$208K - $234K
|
25.9K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.71K- 7.24% |
$228K - $258K
|
34.7K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.72K- 43.37% |
$229K - $258K
|
3.55K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.74K- 24.21% |
$231K - $261K
|
8.58K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.86K- 2.05% |
$241K - $272K
|
137K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.97K- 2.77% |
$250K - $282K
|
104K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.02K- 5.44% |
$254K - $287K
|
52.4K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 15.04% |
$255K - $287K
|
17.1K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.03K- 39.0% |
$255K - $288K
|
4.73K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.18K- 6.24% |
$268K - $302K
|
47.7K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.4K- 13.25% |
$287K - $324K
|
22.3K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.57K- 24.62% |
$301K - $340K
|
10.9K
$890K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.6K- 5.46% |
$304K - $342K
|
62.3K
$5.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.78K- 5.92% |
$319K - $360K
|
60.1K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.9K- 12.1% |
$329K - $371K
|
28.3K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.11K- 27.07% |
$347K - $391K
|
11.1K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.43K- 10.35% |
$373K - $421K
|
38.3K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.51K- 10.58% |
$381K - $429K
|
38.1K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.59K- 1.8% |
$387K - $436K
|
251K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-4.96K- 68.35% |
$419K - $472K
|
2.3K
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.12K- 1.91% |
$432K - $487K
|
263K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.27K- 6.16% |
$444K - $501K
|
80.3K
$6.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.34K- 3.2% |
$450K - $508K
|
162K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6K- 5.05% |
$506K - $570K
|
113K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.38K- 47.51% |
$538K - $607K
|
7.05K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.86K- 36.4% |
$579K - $653K
|
12K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-7.17K- 2.99% |
$604K - $682K
|
233K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.98K- 13.65% |
$673K - $759K
|
50.5K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-8K- 2.57% |
$674K - $761K
|
303K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.38K- 2.12% |
$791K - $893K
|
432K
$35.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-9.46K- 7.6% |
$798K - $900K
|
115K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.1K- 8.24% |
$853K - $962K
|
113K
$9.18M
|