Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
826K+ 49.6% |
$63.9M - $68.5M
|
2.49M
$212M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
272K+ 934.73% |
$21M - $22.5M
|
301K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
178K+ 164.65% |
$13.7M - $14.7M
|
285K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
143KNew |
$11M - $11.8M
|
143K
$12.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
120K+ 10348.45% |
$9.29M - $9.96M
|
121K
$10.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
93.9KNew |
$7.27M - $7.79M
|
93.9K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
93.3K+ 592.82% |
$7.23M - $7.74M
|
109K
$9.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
85.6KNew |
$6.63M - $7.11M
|
85.6K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
79.8K+ 19.0% |
$6.18M - $6.62M
|
500K
$42.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.9K+ 9.93% |
$5.88M - $6.3M
|
840K
$71.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.2K+ 38.99% |
$5.2M - $5.58M
|
240K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
63.2KNew |
$4.89M - $5.24M
|
63.2K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 1288.04% |
$4.53M - $4.85M
|
63K
$5.35M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.4K+ 200.13% |
$3.13M - $3.35M
|
60.6K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
39.6K+ 293.94% |
$3.06M - $3.28M
|
53K
$4.51M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$2.6M - $2.79M
|
33.6K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
28.1KNew |
$2.18M - $2.33M
|
28.1K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
27.8KNew |
$2.15M - $2.3M
|
27.8K
$2.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.4K+ 8.66% |
$2.04M - $2.19M
|
331K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.1KNew |
$2.02M - $2.17M
|
26.1K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
26K+ 6.92% |
$2.01M - $2.16M
|
401K
$34.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
21.7K+ 13.84% |
$1.68M - $1.8M
|
179K
$15.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 4.41% |
$1.56M - $1.67M
|
477K
$40.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.3K+ 62.5% |
$1.42M - $1.52M
|
47.6K
$4.04M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
18K+ 420.72% |
$1.4M - $1.5M
|
22.3K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 5.01% |
$1.34M - $1.44M
|
363K
$30.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.1K+ 5.44% |
$1.32M - $1.42M
|
331K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
15.2KNew |
$1.18M - $1.26M
|
15.2K
$1.29M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 5.34% |
$1.11M - $1.19M
|
284K
$24.1M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
13.4K+ 6.48% |
$1.04M - $1.11M
|
220K
$18.7M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
12.7KNew |
$986K - $1.06M
|
12.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 13.42% |
$948K - $1.02M
|
103K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.8K+ 11.74% |
$916K - $982K
|
113K
$9.57M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.4KNew |
$809K - $867K
|
10.4K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10.2K+ 6.53% |
$786K - $842K
|
166K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.93K+ 27.38% |
$769K - $824K
|
46.2K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.88K+ 29.9% |
$765K - $820K
|
42.9K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.78K+ 2.67% |
$757K - $812K
|
376K
$31.9M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9.56KNew |
$740K - $793K
|
9.56K
$812K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.32K+ 1.16% |
$721K - $773K
|
813K
$69.1M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
9.27K+ 8.03% |
$718K - $770K
|
125K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9K+ 11.7% |
$697K - $747K
|
85.9K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.85K+ 9.89% |
$685K - $734K
|
98.3K
$8.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8.44K+ 23.15% |
$654K - $701K
|
44.9K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.39KNew |
$649K - $696K
|
8.39K
$712K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.32K+ 3.74% |
$644K - $690K
|
231K
$19.6M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.01K+ 6.58% |
$620K - $665K
|
130K
$11M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.7K+ 1000.39% |
$596K - $639K
|
8.47K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.49K+ 5.88% |
$580K - $621K
|
135K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.3K+ 5.14% |
$565K - $606K
|
149K
$12.7M
|