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 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
613+ 1.05% |
$47.3K - $53.9K
|
59K
$5.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.69K- 3.97% |
$131K - $149K
|
40.9K
$3.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36KNew |
$182K - $208K
|
2.36K
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 0.87% |
$3.48K - $3.96K
|
5.13K
$452K
|
|
|
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 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.53KNew |
$195K - $222K
|
2.53K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.57K- 8.49% |
$121K - $138K
|
16.9K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-865- 3.29% |
$66.8K - $76.1K
|
25.5K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
364+ 0.72% |
$28.1K - $32K
|
50.9K
$4.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-308- 5.8% |
$23.8K - $27.1K
|
5K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19.8K- 64.73% |
$1.53M - $1.74M
|
10.8K
$949K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.53K- 0.49% |
$118K - $134K
|
311K
$27.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 141.55% |
$1.58M - $1.8M
|
35K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
170New |
$13.1K - $15K
|
170
$15K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14+ 0.26% |
$1.08K - $1.23K
|
5.4K
$476K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-553- 17.16% |
$42.7K - $48.6K
|
2.67K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-238- 17.89% |
$18.4K - $20.9K
|
1.09K
$96.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-259- 1.68% |
$20K - $22.8K
|
15.2K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 2.31% |
$133K - $151K
|
76.1K
$6.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.7K+ 4.29% |
$208K - $237K
|
65.5K
$5.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
425+ 5.58% |
$32.8K - $37.4K
|
8.04K
$708K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 3.84% |
$104K - $119K
|
33.9K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-2.26K- 10.95% |
$174K - $199K
|
18.3K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.04% |
$77.2 - $88
|
2.73K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
47.5K+ 24.68% |
$3.67M - $4.18M
|
240K
$21.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-415- 9.5% |
$32.1K - $36.5K
|
3.96K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-89- 2.64% |
$6.87K - $7.83K
|
3.29K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.53K- 11.6% |
$272K - $310K
|
26.9K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.39K- 10.29% |
$493K - $562K
|
55.7K
$4.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
67+ 1.39% |
$5.17K - $5.89K
|
4.9K
$431K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.37KNew |
$183K - $209K
|
2.37K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.11K+ 7.97% |
$549K - $626K
|
96.4K
$8.49M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-506- 14.23% |
$39.1K - $44.5K
|
3.05K
$268K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-35- 0.1% |
$2.7K - $3.08K
|
36.3K
$3.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
51+ 0.4% |
$3.94K - $4.49K
|
13K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
10+ 0.06% |
$772 - $880
|
17.3K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.52% |
$98.8K - $113K
|
21.9K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
72.2K+ 8.61% |
$5.58M - $6.36M
|
911K
$80.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-60- 0.92% |
$4.63K - $5.28K
|
6.49K
$572K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
216+ 2.38% |
$16.7K - $19K
|
9.28K
$817K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.41K+ 0.7% |
$109K - $124K
|
203K
$17.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
913+ 2.22% |
$70.5K - $80.3K
|
42K
$3.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.72K+ 2.91% |
$133K - $152K
|
60.9K
$5.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.84K+ 2.8% |
$142K - $162K
|
67.5K
$5.94M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 21.88% |
$1.08K - $1.23K
|
78
$6.87K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-449- 30.34% |
$34.1K - $37.1K
|
1.03K
$90.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-80- 5.03% |
$6.08K - $6.6K
|
1.51K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.5KNew |
$798K - $867K
|
10.5K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.72K+ 114.66% |
$738K - $802K
|
18.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 32.89% |
$190K - $206K
|
5.1K
$449K
|
|