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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
40+ 1.15% |
$3.1K - $3.32K
|
3.53K
$300K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
37+ 0.48% |
$2.86K - $3.07K
|
7.71K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
36+ 200.0% |
$2.79K - $2.99K
|
54
$4.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31New |
$2.4K - $2.57K
|
31
$2.63K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.47% |
$1.7K - $1.83K
|
4.7K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 22.92% |
$1.7K - $1.83K
|
118
$10K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
20+ 0.44% |
$1.55K - $1.66K
|
4.6K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19+ 0.34% |
$1.47K - $1.58K
|
5.57K
$473K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17+ 0.17% |
$1.32K - $1.41K
|
9.98K
$848K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 0.04% |
$1.32K - $1.41K
|
47.6K
$4.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 0.27% |
$1.16K - $1.24K
|
5.54K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
14+ 12.17% |
$1.08K - $1.16K
|
129
$11K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13+ 0.39% |
$1.01K - $1.08K
|
3.32K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
13+ 0.28% |
$1.01K - $1.08K
|
4.69K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13+ 2.21% |
$1.01K - $1.08K
|
601
$51.1K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
10+ 0.27% |
$774 - $830
|
3.7K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.42% |
$697 - $747
|
2.17K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.33% |
$697 - $747
|
2.78K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.05% |
$619 - $664
|
17K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.84% |
$542 - $581
|
844
$71.7K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6New |
$465 - $498
|
6
$510
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6+ 0.17% |
$465 - $498
|
3.56K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$387 - $415
|
9.15K
$778K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.14% |
$387 - $415
|
3.63K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$387 - $415
|
3.02K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.07% |
$310 - $332
|
5.38K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.53% |
$155 - $166
|
377
$32K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$155 - $166
|
5.52K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2+ 0.03% |
$155 - $166
|
7.67K
$652K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$155 - $166
|
2
$170
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$77.4 - $83
|
262
$22.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.29% |
$77.4 - $83
|
345
$29.3K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.56% |
$77.4 - $83
|
180
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.01% |
$77.4 - $83
|
18.1K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 1.47% |
$77.4 - $83
|
69
$5.86K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.07% |
$77.4 - $83
|
1.4K
$119K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$77.4 - $83
|
12.8K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.95% |
$77.4 - $83
|
104
$8.84K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$77.4 - $83
|
3.95K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 8.33% |
$77.4 - $83
|
11
$935
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$77.4 - $83
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2- 0.05% |
$155 - $166
|
4.04K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-7- 0.18% |
$542 - $581
|
3.86K
$328K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 26.47% |
$697 - $747
|
25
$2.12K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 50.0% |
$774 - $830
|
10
$850
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-13- 0.27% |
$1.01K - $1.08K
|
4.88K
$415K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 5.0% |
$1.08K - $1.16K
|
266
$22.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-15- 0.23% |
$1.16K - $1.24K
|
6.49K
$551K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-16- 0.2% |
$1.24K - $1.33K
|
7.95K
$675K
|