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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-220- 0.24% |
$17K - $18.3K
|
91K
$7.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-221- 4.55% |
$17.1K - $18.3K
|
4.63K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-223- 4.28% |
$17.3K - $18.5K
|
4.99K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-225- 2.49% |
$17.4K - $18.7K
|
8.81K
$749K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-225- 4.07% |
$17.4K - $18.7K
|
5.31K
$451K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-254- 3.99% |
$19.7K - $21.1K
|
6.11K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-259- 0.87% |
$20.1K - $21.5K
|
29.7K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-262- 1.3% |
$20.3K - $21.7K
|
19.9K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-265- 8.89% |
$20.5K - $22K
|
2.72K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-283- 65.51% |
$21.9K - $23.5K
|
149
$12.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-285- 13.68% |
$22.1K - $23.6K
|
1.8K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-288- 4.9% |
$22.3K - $23.9K
|
5.58K
$474K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-291- 4.0% |
$22.5K - $24.1K
|
6.98K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-311- 6.03% |
$24.1K - $25.8K
|
4.84K
$412K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-323- 6.55% |
$25K - $26.8K
|
4.61K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-331- 0.63% |
$25.6K - $27.5K
|
52.4K
$4.46M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-334- 10.84% |
$25.9K - $27.7K
|
2.75K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-357- 10.17% |
$27.6K - $29.6K
|
3.16K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-374- 0.64% |
$29K - $31K
|
58.3K
$4.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-378- 23.94% |
$29.3K - $31.4K
|
1.2K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-385- 19.68% |
$29.8K - $31.9K
|
1.57K
$133K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-418- 3.45% |
$32.4K - $34.7K
|
11.7K
$993K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-432- 13.79% |
$33.4K - $35.8K
|
2.7K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-443- 10.35% |
$34.3K - $36.8K
|
3.84K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-453- 4.0% |
$35.1K - $37.6K
|
10.9K
$925K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-455- 3.44% |
$35.2K - $37.8K
|
12.8K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-513- 18.34% |
$39.7K - $42.6K
|
2.28K
$194K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-520- 3.84% |
$40.3K - $43.1K
|
13K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-546- 96.47% |
$42.3K - $45.3K
|
20
$1.7K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-570- 1.58% |
$44.1K - $47.3K
|
35.4K
$3.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-606- 5.37% |
$46.9K - $50.3K
|
10.7K
$907K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-625- 10.24% |
$48.4K - $51.9K
|
5.48K
$466K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-627- 0.98% |
$48.5K - $52K
|
63.2K
$5.37M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-630- 0.83% |
$48.8K - $52.3K
|
75.5K
$6.41M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 11.77% |
$52.9K - $56.7K
|
5.12K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-688- 8.14% |
$53.3K - $57.1K
|
7.77K
$660K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-696- 5.37% |
$53.9K - $57.8K
|
12.3K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-699- 11.08% |
$54.1K - $58K
|
5.61K
$477K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-702- 21.87% |
$54.4K - $58.3K
|
2.51K
$213K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-710- 18.98% |
$55K - $58.9K
|
3.03K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-714- 1.71% |
$55.3K - $59.2K
|
41K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-738- 2.67% |
$57.1K - $61.2K
|
26.9K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-750- 2.69% |
$58.1K - $62.2K
|
27.1K
$2.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-754- 40.34% |
$58.4K - $62.6K
|
1.12K
$94.7K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-807- 3.54% |
$62.5K - $67K
|
22K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-811- 17.92% |
$62.8K - $67.3K
|
3.72K
$316K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-860- 66.56% |
$66.6K - $71.4K
|
432
$36.7K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-886- 15.52% |
$68.6K - $73.5K
|
4.82K
$410K
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-905- 9.39% |
$70.1K - $75.1K
|
8.73K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-921- 24.72% |
$71.3K - $76.4K
|
2.8K
$238K
|