Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.53K- 2.42% |
$273K - $311K
|
143K
$12.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.63K- 30.39% |
$280K - $319K
|
8.31K
$731K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3.94K- 33.68% |
$304K - $347K
|
7.76K
$683K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.94K- 10.9% |
$305K - $347K
|
32.2K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.99K- 58.99% |
$308K - $351K
|
2.77K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.05K- 8.65% |
$313K - $356K
|
42.8K
$3.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.16K- 8.88% |
$321K - $366K
|
42.7K
$3.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 17.48% |
$329K - $374K
|
20.1K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.36K- 8.17% |
$336K - $383K
|
48.9K
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.37K- 24.36% |
$337K - $384K
|
13.6K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.22K- 30.38% |
$403K - $459K
|
12K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.24K- 5.64% |
$405K - $461K
|
87.7K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.28K- 5.82% |
$408K - $465K
|
85.5K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.86K- 5.41% |
$452K - $515K
|
102K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.19K- 5.84% |
$478K - $544K
|
99.8K
$8.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-6.23K- 73.5% |
$481K - $548K
|
2.25K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.39K- 10.29% |
$493K - $562K
|
55.7K
$4.9M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 2.33% |
$494K - $562K
|
268K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.74K- 28.44% |
$597K - $680K
|
19.5K
$1.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.33K- 57.43% |
$644K - $733K
|
6.18K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8.68K- 37.44% |
$670K - $763K
|
14.5K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.76K- 5.55% |
$677K - $771K
|
149K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.77K- 5.66% |
$678K - $772K
|
146K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10.5K- 42.43% |
$808K - $920K
|
14.2K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-11.8K- 8.9% |
$912K - $1.04M
|
121K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.7K- 46.99% |
$983K - $1.12M
|
14.4K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.8K- 2.09% |
$989K - $1.13M
|
599K
$52.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17.5K- 6.1% |
$1.35M - $1.54M
|
269K
$23.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-18.5K- 24.02% |
$1.43M - $1.63M
|
58.5K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.2K- 80.97% |
$1.48M - $1.69M
|
4.51K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.8K- 64.73% |
$1.53M - $1.74M
|
10.8K
$949K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-20.3K- 24.09% |
$1.56M - $1.78M
|
63.9K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.8K- 13.62% |
$1.69M - $1.92M
|
138K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 8.12% |
$2.08M - $2.36M
|
304K
$26.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-28.3K- 19.85% |
$2.19M - $2.49M
|
114K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-33.8K- 19.5% |
$2.61M - $2.98M
|
140K
$12.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.4K- 7.62% |
$2.81M - $3.2M
|
442K
$38.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-43.7K- 65.06% |
$3.38M - $3.85M
|
23.5K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-44.8K- 45.5% |
$3.46M - $3.94M
|
53.6K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-48.2K- 13.52% |
$3.72M - $4.24M
|
308K
$27.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51.7K- 51.18% |
$3.99M - $4.55M
|
49.3K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-53.7K- 31.12% |
$4.15M - $4.72M
|
119K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.7K- 75.04% |
$4.38M - $4.98M
|
18.9K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63.7K- 69.21% |
$4.92M - $5.61M
|
28.4K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-69K- 10.59% |
$5.33M - $6.07M
|
583K
$51.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-204K- 65.28% |
$15.8M - $17.9M
|
108K
$9.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-605K- 47.37% |
$46.7M - $53.2M
|
672K
$59.1M
|