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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-17.5K- 6.1% |
$1.35M - $1.54M
|
269K
$23.7M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-7.74K- 28.44% |
$597K - $680K
|
19.5K
$1.71M
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.54% |
$2.32K - $2.64K
|
5.56K
$489K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.28K- 79.94% |
$98.5K - $112K
|
320
$28.2K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.7K+ 3.01% |
$363K - $414K
|
161K
$14.2M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-472- 0.3% |
$36.5K - $41.5K
|
157K
$13.9M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 15.71% |
$3.78K - $4.31K
|
361
$31.8K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.29% |
$77.2 - $88
|
348
$30.6K
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.65K+ 5.19% |
$127K - $145K
|
33.3K
$2.94M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 0.49% |
$3.94K - $4.49K
|
10.4K
$919K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-376- 2.59% |
$29K - $33.1K
|
14.1K
$1.24M
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-20- 0.06% |
$1.54K - $1.76K
|
31.9K
$2.81M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10.6K+ 720.41% |
$818K - $932K
|
12.1K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.76K- 1.04% |
$136K - $155K
|
167K
$14.7M
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-934- 1.56% |
$72.1K - $82.2K
|
58.9K
$5.18M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
835+ 1.87% |
$64.5K - $73.5K
|
45.6K
$4.01M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 1.23% |
$6.64K - $7.57K
|
6.93K
$611K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.56K+ 1.57% |
$120K - $137K
|
101K
$8.9M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-89- 0.97% |
$6.87K - $7.83K
|
9.09K
$800K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-225- 3.25% |
$17.4K - $19.8K
|
6.7K
$590K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 1.23% |
$31.1K - $35.5K
|
32.4K
$2.85M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
239+ 13.43% |
$18.5K - $21K
|
2.02K
$178K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22New |
$1.7K - $1.94K
|
22
$1.94K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.8K+ 8.58% |
$216K - $247K
|
35.5K
$3.12M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-492- 18.06% |
$38K - $43.3K
|
2.23K
$197K
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-204K- 65.28% |
$15.8M - $17.9M
|
108K
$9.55M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63.7K- 69.21% |
$4.92M - $5.61M
|
28.4K
$2.5M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.02K+ 9.14% |
$233K - $265K
|
36K
$3.17M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 17.48% |
$329K - $374K
|
20.1K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
250+ 1.91% |
$19.3K - $22K
|
13.4K
$1.18M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
12+ 0.55% |
$927 - $1.06K
|
2.19K
$193K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
693+ 7.04% |
$53.5K - $61K
|
10.5K
$928K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-21- 0.08% |
$1.62K - $1.85K
|
25.3K
$2.23M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11+ 0.07% |
$850 - $968
|
15.4K
$1.35M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 2.33% |
$494K - $562K
|
268K
$23.6M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 6.8% |
$88K - $100K
|
15.6K
$1.38M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-48- 1.87% |
$3.71K - $4.22K
|
2.52K
$221K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$79.5K - $90.5K
|
1.03K
$90.6K
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-92- 1.49% |
$7.11K - $8.09K
|
6.07K
$534K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
30.8KNew |
$2.38M - $2.71M
|
30.8K
$2.71M
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.99K- 58.99% |
$308K - $351K
|
2.77K
$244K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
249New |
$19.2K - $21.9K
|
249
$21.9K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.32K+ 4.42% |
$179K - $204K
|
54.8K
$4.82M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.97K+ 1.78% |
$229K - $261K
|
169K
$14.9M
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-29- 0.63% |
$2.24K - $2.55K
|
4.55K
$401K
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.39% |
$850 - $968
|
2.8K
$247K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8.68K- 37.44% |
$670K - $763K
|
14.5K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.5K- 13.71% |
$116K - $132K
|
9.44K
$831K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.4KNew |
$186K - $211K
|
2.4K
$212K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
5.42K+ 4.56% |
$419K - $477K
|
124K
$11M
|