Purchases and Sales Made in Q2 2024 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.16K- 14.69% |
$88.4K - $96K
|
6.76K
$551K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.2K- 6.66% |
$90.8K - $98.6K
|
16.8K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 2.63% |
$91.7K - $99.6K
|
44.7K
$3.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.22K- 0.47% |
$92.4K - $100K
|
257K
$21M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.26K- 3.79% |
$95.8K - $104K
|
32K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 4.77% |
$96.3K - $105K
|
25.3K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.28K- 30.84% |
$97.6K - $106K
|
2.88K
$235K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.34K- 5.88% |
$101K - $110K
|
21.4K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.42K- 3.23% |
$108K - $117K
|
42.6K
$3.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.45K- 30.96% |
$111K - $120K
|
3.24K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.54K- 3.44% |
$117K - $127K
|
43.4K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.55K- 4.58% |
$118K - $128K
|
32.3K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.64K- 5.48% |
$125K - $136K
|
28.4K
$2.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.66K- 3.03% |
$126K - $137K
|
53.3K
$4.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.79K- 1.96% |
$136K - $147K
|
89.2K
$7.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.8K- 19.89% |
$137K - $148K
|
7.24K
$591K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.81K- 1.92% |
$137K - $149K
|
92.1K
$7.52M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.86K- 38.48% |
$141K - $153K
|
2.97K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.89K- 2.2% |
$144K - $156K
|
84.1K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2K- 97.47% |
$152K - $165K
|
52
$4.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.1K- 35.5% |
$160K - $173K
|
3.82K
$312K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 17.64% |
$160K - $174K
|
9.84K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.26K- 46.2% |
$171K - $186K
|
2.63K
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.27K- 1.68% |
$173K - $188K
|
133K
$10.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.33K- 6.21% |
$177K - $192K
|
35.2K
$2.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.34K- 15.38% |
$178K - $193K
|
12.9K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.38K- 4.97% |
$181K - $196K
|
45.4K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 32.89% |
$190K - $206K
|
5.1K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.62K- 1.76% |
$199K - $216K
|
146K
$11.9M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.63KClosed |
$200K - $217K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.63K- 7.43% |
$200K - $217K
|
32.8K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.72K- 1.59% |
$207K - $225K
|
169K
$13.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 37.94% |
$208K - $226K
|
4.49K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.86K- 6.62% |
$217K - $236K
|
40.3K
$3.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-2.88K- 0.91% |
$219K - $238K
|
312K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.92K- 2.97% |
$222K - $241K
|
95.4K
$7.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.12K- 2.86% |
$237K - $258K
|
106K
$8.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 11.71% |
$241K - $262K
|
23.9K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.31K- 21.08% |
$252K - $273K
|
12.4K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.54K- 24.44% |
$269K - $292K
|
10.9K
$893K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55K- 46.29% |
$270K - $293K
|
4.12K
$336K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.6K- 2.41% |
$274K - $297K
|
146K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.6K- 34.22% |
$274K - $297K
|
6.93K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.78K- 39.52% |
$287K - $312K
|
5.78K
$472K
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.87K- 58.71% |
$294K - $320K
|
2.73K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.07K- 6.33% |
$309K - $336K
|
60.2K
$4.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-4.21K- 2.6% |
$320K - $348K
|
158K
$12.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.33K- 2.2% |
$329K - $357K
|
193K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.46K- 4.68% |
$339K - $368K
|
90.8K
$7.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.6K- 50.0% |
$350K - $380K
|
4.6K
$376K
|