Latest Institutional Purchases of Spdr S&P 600 Small Cap Value E (SLYV)
This list provides information on the latest institutional transactions involving Spdr S&P 600 Small Cap Value E (SLYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
201New |
$13.5K - $16.5K
|
201
$17.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
178New |
$12K - $14.7K
|
178
$15.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
56New |
$3.76K - $4.61K
|
56
$4.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.12% |
$3.36K - $4.12K
|
42.1K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.34K - $1.65K
|
11.2K
$991K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.71% |
$1.07K - $1.32K
|
951
$84K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$336 - $412
|
5
$442
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
311KNew |
$21.9M - $26.2M
|
311K
$27.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
72.7KNew |
$5.12M - $6.11M
|
72.7K
$6.42M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
53.8KNew |
$3.79M - $4.53M
|
53.8K
$4.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
28K+ 906.15% |
$1.97M - $2.35M
|
31.1K
$2.74M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
13KNew |
$913K - $1.09M
|
13K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
10.8KNew |
$757K - $904K
|
10.8K
$949K
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.28KNew |
$442K - $528K
|
6.28K
$555K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.18KNew |
$435K - $519K
|
6.18K
$545K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.86KNew |
$413K - $493K
|
5.86K
$518K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.39KNew |
$380K - $454K
|
5.39K
$476K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.88KNew |
$273K - $326K
|
3.88K
$342K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
275New |
$19.4K - $23.1K
|
275
$24.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
256+ 3.73% |
$18K - $21.5K
|
7.12K
$629K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
136New |
$9.57K - $11.4K
|
136
$12K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$8.45K - $10.1K
|
120
$10.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.83K - $2.19K
|
26
$2.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$70.4 - $84.1
|
1
$88.3
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
135KNew |
$10.7M - $11.8M
|
135K
$11.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
15.2KNew |
$1.2M - $1.32M
|
15.2K
$1.34M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14.1KNew |
$1.11M - $1.23M
|
14.1K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.55KNew |
$201K - $222K
|
2.55K
$225K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.28KNew |
$101K - $112K
|
1.28K
$113K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
286New |
$22.6K - $24.9K
|
286
$25.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
108New |
$8.52K - $9.4K
|
108
$9.54K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
63New |
$4.97K - $5.49K
|
63
$5.56K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.94KNew |
$639K - $717K
|
7.94K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
828New |
$66.6K - $74.8K
|
828
$73.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
540New |
$43.5K - $48.8K
|
540
$47.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
245New |
$19.7K - $22.1K
|
245
$21.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
69New |
$5.55K - $6.23K
|
69
$6.09K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
26New |
$2.09K - $2.35K
|
26
$2.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20New |
$1.61K - $1.81K
|
20
$1.77K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.57M - $1.73M
|
20K
$1.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.2KNew |
$1.43M - $1.58M
|
18.2K
$1.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
150+ 4.82% |
$11.7K - $13K
|
3.26K
$288K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
826New |
$42K - $54.8K
|
826
$73K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Hbc Financial Services, Pllc
|
BUY
|
- |
720New |
$42.3K - $47.6K
|
720
$63.6K
|
|
|
Jan 29, 2020
Q4 2019
|
Baldwin Brothers LLC
|
BUY
|
- |
125New |
$7.35K - $8.27K
|
125
$11K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
43.6KNew |
N/A
|
43.6K
$3.85M
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
10New |
N/A
|
10
$883
|
|
| Q2 2018 | |||||||
|
Nov 06, 2023
Q2 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
153+ 100.0% |
N/A
|
306
$27K
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
20New |
N/A
|
20
$1.77K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$177
|
|