Purchases and Sales Made in Q4 2025 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 2025. 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 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
9.17K+ 63.56% |
$778K - $833K
|
23.6K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.32KNew |
$707K - $756K
|
8.32K
$735K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.36KNew |
$540K - $578K
|
6.36K
$562K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.96K+ 33.49% |
$421K - $451K
|
19.8K
$1.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.4K+ 1.4% |
$373K - $400K
|
318K
$28.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
4.16KNew |
$353K - $378K
|
4.16K
$367K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.69K+ 2.92% |
$314K - $336K
|
130K
$11.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.25KNew |
$276K - $296K
|
3.25K
$287K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.74K+ 2.79% |
$233K - $249K
|
101K
$8.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
2.69KNew |
$229K - $245K
|
2.69K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.24KNew |
$190K - $204K
|
2.24K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$188K - $201K
|
2.21K
$195K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 4.82% |
$181K - $193K
|
46.3K
$4.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.94K+ 7.93% |
$164K - $176K
|
26.3K
$2.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.43K+ 1.16% |
$122K - $130K
|
125K
$11M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.12K+ 16.75% |
$95.1K - $102K
|
7.81K
$689K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
971+ 25.11% |
$82.4K - $88.2K
|
4.84K
$427K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
944+ 1.15% |
$80.2K - $85.8K
|
82.9K
$7.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
578+ 0.07% |
$49.1K - $52.5K
|
879K
$77.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
471+ 6.94% |
$40K - $42.8K
|
7.26K
$641K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
405+ 12.92% |
$34.4K - $36.8K
|
3.54K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
379+ 4.37% |
$32.2K - $34.4K
|
9.05K
$799K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
365+ 1.61% |
$31K - $33.2K
|
23K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$29.7K - $31.8K
|
350
$30.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
305+ 66.45% |
$25.9K - $27.7K
|
764
$67.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
294+ 0.55% |
$25K - $26.7K
|
53.9K
$4.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
262New |
$22.2K - $23.8K
|
262
$23.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
260New |
$22.1K - $23.6K
|
260
$23K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
154+ 1.03% |
$13.1K - $14K
|
15.1K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
152+ 1.3% |
$12.9K - $13.8K
|
11.9K
$1.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
142+ 0.19% |
$12.1K - $12.9K
|
73.5K
$6.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
118+ 2.23% |
$10K - $10.7K
|
5.4K
$477K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
110+ 0.58% |
$9.34K - $10K
|
19.2K
$1.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105+ 0.6% |
$8.92K - $9.54K
|
17.7K
$1.57M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
94New |
$7.98K - $8.54K
|
94
$8.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
84+ 0.41% |
$7.13K - $7.63K
|
20.4K
$1.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
46+ 1.63% |
$3.91K - $4.18K
|
2.88K
$254K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
40New |
$3.4K - $3.64K
|
40
$3.53K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35+ 23.81% |
$2.97K - $3.18K
|
182
$16.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
35+ 0.16% |
$2.97K - $3.18K
|
21.8K
$1.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
33+ 122.22% |
$2.8K - $3K
|
60
$5.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
30+ 1.27% |
$2.55K - $2.73K
|
2.4K
$212K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.12% |
$2.21K - $2.36K
|
21.5K
$1.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
24+ 9.56% |
$2.04K - $2.18K
|
275
$24.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
22+ 0.82% |
$1.87K - $2K
|
2.72K
$240K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.06% |
$425 - $454
|
8K
$706K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.43% |
$255 - $273
|
699
$61.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.03% |
$170 - $182
|
6.55K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.07% |
$84.9 - $90.9
|
1.46K
$129K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 4.76% |
$84.9 - $90.9
|
22
$1.94K
|
|