Latest Institutional Transactions on Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information on the latest institutional transactions involving Spdr S&P 600 Small Cap Value E (SLYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.25K- 24.21% |
$96.6K - $103K
|
3.9K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-860- 66.56% |
$66.6K - $71.4K
|
432
$38.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.13KNew |
$87.3K - $93.6K
|
1.13K
$99.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
830New |
$64.3K - $68.9K
|
830
$73.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 50.0% |
$774 - $830
|
10
$883
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-9- 26.47% |
$697 - $747
|
25
$2.21K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 2.77% |
$11.3K - $12.1K
|
5.41K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2New |
$155 - $166
|
2
$177
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-710- 18.98% |
$55K - $58.9K
|
3.03K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-2.48K- 33.71% |
$192K - $206K
|
4.87K
$430K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$77.4 - $83
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 10.41% |
$294K - $315K
|
40.2K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.06K- 17.95% |
$237K - $254K
|
14K
$1.24M
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$241K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$15.6K - $19.8K
|
234
$20.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120New |
$8K - $10.1K
|
120
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.83KNew |
$322K - $408K
|
4.83K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 2.5% |
$128K - $162K
|
78.6K
$6.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 20.05% |
$69.5K - $88.2K
|
4.16K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.93KNew |
$196K - $248K
|
2.93K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-38.8K- 93.25% |
$2.59M - $3.28M
|
2.81K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
114KNew |
$7.57M - $9.6M
|
114K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173New |
$11.5K - $14.6K
|
173
$15.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
53New |
$3.53K - $4.48K
|
53
$4.68K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.45KNew |
$96.6K - $123K
|
1.45K
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$175K - $222K
|
2.63K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-100- 3.53% |
$6.67K - $8.46K
|
2.73K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 50.0% |
$66.7K - $84.6K
|
1K
$88.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
111New |
$7.4K - $9.39K
|
111
$9.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-224- 8.01% |
$14.9K - $18.9K
|
2.57K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-7K- 73.26% |
$467K - $592K
|
2.56K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
251+ 5.72% |
$16.7K - $21.2K
|
4.64K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
38+ 0.06% |
$2.53K - $3.21K
|
59.7K
$5.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-237- 0.28% |
$15.8K - $20K
|
84.2K
$7.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.66KNew |
$177K - $225K
|
2.66K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
31+ 0.62% |
$2.07K - $2.62K
|
5.02K
$444K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-421- 12.43% |
$28.1K - $35.6K
|
2.97K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-365- 5.79% |
$24.3K - $30.9K
|
5.94K
$525K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 5.0% |
$66.7 - $84.6
|
21
$1.85K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
466+ 5.97% |
$31.1K - $39.4K
|
8.27K
$731K
|
|
| Q3 2023 | |||||||
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-98- 2.02% |
$6.98K - $8.02K
|
4.75K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.56K+ 27.99% |
$396K - $455K
|
25.4K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.28K+ 80.1% |
$162K - $186K
|
5.12K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
76New |
$5.41K - $6.22K
|
76
$6.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121KClosed |
$8.6M - $9.88M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-900- 14.17% |
$64.1K - $73.7K
|
5.45K
$481K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$199K - $229K
|
2.8K
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
33.9KNew |
$2.41M - $2.77M
|
33.9K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.81% |
$2.14K - $2.46K
|
3.7K
$326K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-266- 7.8% |
$18.9K - $21.8K
|
3.14K
$278K
|
|