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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.33KNew |
$180K - $205K
|
2.33K
$205K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.89% |
$77.2 - $88
|
113
$9.95K
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.29K- 5.44% |
$254K - $289K
|
57.1K
$5.03M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
392New |
$30.3K - $34.5K
|
392
$34.5K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-163- 7.72% |
$12.6K - $14.3K
|
1.95K
$172K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.89K+ 281.95% |
$764K - $870K
|
13.4K
$1.18M
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.99K+ 5.4% |
$154K - $175K
|
38.9K
$3.42M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9New |
$695 - $792
|
9
$793
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-182- 0.85% |
$14.1K - $16K
|
21.3K
$1.87M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.08KNew |
$315K - $359K
|
4.08K
$359K
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-320- 0.13% |
$24.7K - $28.2K
|
254K
$22.4M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-116- 1.04% |
$8.96K - $10.2K
|
11K
$971K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.32K+ 8.6% |
$411K - $468K
|
67.2K
$5.92M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
192K+ 15005.95% |
$14.8M - $16.9M
|
193K
$17M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 0.06% |
$2.32K - $2.64K
|
47.6K
$4.19M
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-437- 7.83% |
$33.7K - $38.4K
|
5.14K
$453K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
976New |
$75.4K - $85.9K
|
976
$85.9K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.84K+ 15.05% |
$374K - $426K
|
37K
$3.26M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 1.55% |
$10.7K - $12.1K
|
9.06K
$798K
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
2.49KNew |
$192K - $219K
|
2.49K
$219K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 27.11% |
$59.1K - $67.3K
|
3.59K
$316K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.41K- 3.58% |
$186K - $212K
|
64.7K
$5.7M
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
443+ 2.18% |
$34.2K - $39K
|
20.8K
$1.83M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.49K- 15.93% |
$115K - $131K
|
7.87K
$693K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
2.4KNew |
$185K - $211K
|
2.4K
$211K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-62- 1.97% |
$4.79K - $5.45K
|
3.09K
$272K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
230+ 3.82% |
$17.8K - $20.2K
|
6.25K
$550K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$190K - $216K
|
2.46K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.94% |
$1.78K - $2.02K
|
2.47K
$218K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
203+ 1.47% |
$15.7K - $17.9K
|
14K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-385- 32.08% |
$29.7K - $33.9K
|
815
$71.8K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.36K- 8.17% |
$336K - $383K
|
48.9K
$4.31M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.69K- 9.49% |
$208K - $237K
|
25.7K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.71KNew |
$209K - $238K
|
2.71K
$239K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
9+ 0.19% |
$695 - $792
|
4.86K
$428K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.53K- 2.42% |
$273K - $311K
|
143K
$12.6M
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
533+ 4.61% |
$41.2K - $46.9K
|
12.1K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-34- 0.13% |
$2.63K - $2.99K
|
25.5K
$2.25M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.54% |
$1.16K - $1.32K
|
2.79K
$246K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-473- 12.78% |
$36.5K - $41.6K
|
3.23K
$284K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.37% |
$772 - $880
|
2.68K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 27.61% |
$84.2K - $95.9K
|
2.86K
$252K
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
9.51K+ 34.27% |
$735K - $837K
|
37.3K
$3.28M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.33K- 57.43% |
$644K - $733K
|
6.18K
$544K
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.31K+ 1.51% |
$178K - $203K
|
155K
$13.7M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-668- 2.82% |
$51.6K - $58.8K
|
23K
$2.02M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.4K- 7.62% |
$2.81M - $3.2M
|
442K
$38.9M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
388New |
$30K - $34.1K
|
388
$34.2K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
231+ 2.27% |
$17.8K - $20.3K
|
10.4K
$918K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.53% |
$1.47K - $1.67K
|
3.57K
$315K
|