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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.65K- 7.38% |
$353K - $384K
|
58.4K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.81K- 21.87% |
$365K - $397K
|
17.2K
$1.4M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.89K- 54.25% |
$371K - $403K
|
4.12K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.46K- 14.06% |
$415K - $450K
|
33.4K
$2.72M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-6.06K- 14.34% |
$460K - $500K
|
36.2K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-6.1K- 3.23% |
$464K - $503K
|
183K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 1.71% |
$473K - $513K
|
357K
$29.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7.22K- 63.05% |
$549K - $596K
|
4.23K
$345K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.67K- 47.47% |
$659K - $715K
|
9.59K
$783K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.67K- 10.12% |
$659K - $716K
|
77K
$6.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8.71K- 58.93% |
$662K - $719K
|
6.07K
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.6K- 87.78% |
$802K - $871K
|
1.47K
$120K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11.2K- 29.1% |
$849K - $921K
|
27.2K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.3K- 48.81% |
$861K - $935K
|
11.9K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-12.1K- 15.27% |
$920K - $999K
|
67.1K
$5.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.2K- 12.2% |
$925K - $1M
|
87.6K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 8.73% |
$951K - $1.03M
|
131K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13.8K- 18.42% |
$1.05M - $1.14M
|
61.1K
$4.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-14.2K- 12.59% |
$1.08M - $1.17M
|
98.4K
$8.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.2K- 9.05% |
$1.08M - $1.17M
|
143K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 5.07% |
$1.09M - $1.19M
|
269K
$22M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 5.07% |
$1.09M - $1.19M
|
269K
$22M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-14.7K- 38.78% |
$1.12M - $1.21M
|
23.2K
$1.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-14.8K- 54.31% |
$1.13M - $1.22M
|
12.5K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-15.7K- 57.23% |
$1.19M - $1.29M
|
11.7K
$955K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16.2K- 8.27% |
$1.23M - $1.34M
|
180K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 25.87% |
$1.24M - $1.35M
|
46.8K
$3.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-16.3K- 25.87% |
$1.24M - $1.35M
|
46.8K
$3.82M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.7K- 46.6% |
$1.42M - $1.55M
|
21.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.3K- 5.13% |
$1.47M - $1.59M
|
356K
$29.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.9K- 45.61% |
$1.51M - $1.64M
|
23.7K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.4K- 40.22% |
$1.55M - $1.69M
|
30.4K
$2.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-21.1K- 85.19% |
$1.61M - $1.74M
|
3.68K
$300K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-22.2K- 80.31% |
$1.69M - $1.83M
|
5.45K
$444K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-25.5K- 14.29% |
$1.94M - $2.11M
|
153K
$12.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.2K- 70.33% |
$2.29M - $2.49M
|
12.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-31.2K- 67.13% |
$2.37M - $2.57M
|
15.3K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44.2K- 20.31% |
$3.36M - $3.65M
|
173K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-52.5K- 15.47% |
$3.99M - $4.33M
|
287K
$23.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-65.7K- 29.37% |
$4.99M - $5.42M
|
158K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-113K- 39.57% |
$8.58M - $9.32M
|
172K
$14.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-120K- 98.95% |
$9.12M - $9.9M
|
1.28K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-146K- 30.54% |
$11.1M - $12M
|
331K
$27M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-225K- 97.45% |
$17.1M - $18.6M
|
5.88K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-345K- 86.04% |
$26.2M - $28.5M
|
56K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-469K- 93.85% |
$35.7M - $38.7M
|
30.8K
$2.51M
|