Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
401KNew |
$31.8M - $36.2M
|
401K
$35.4M
|
|
|
Dec 09, 2025
Q3 2025
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
277KNew |
$22M - $25M
|
277K
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 3.77% |
$15.9M - $18.1M
|
5.51M
$487M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
126K+ 51.9% |
$10M - $11.4M
|
370K
$32.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.9K+ 4.5% |
$7.77M - $8.85M
|
2.27M
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96K+ 25.21% |
$7.62M - $8.67M
|
477K
$42.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
41.4K+ 4.34% |
$3.29M - $3.74M
|
994K
$87.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
38.6KNew |
$3.06M - $3.49M
|
38.6K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.2K+ 43.22% |
$3.03M - $3.45M
|
127K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.5K+ 87.04% |
$2.97M - $3.39M
|
80.5K
$7.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.3KNew |
$2.96M - $3.38M
|
37.3K
$3.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
27.9KNew |
$2.21M - $2.52M
|
27.9K
$2.46M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
25.3KNew |
$2.01M - $2.28M
|
25.3K
$2.23M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
24.8K+ 17.45% |
$1.97M - $2.24M
|
167K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.7KNew |
$1.88M - $2.14M
|
23.7K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.8K+ 9.89% |
$1.81M - $2.06M
|
253K
$22.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
21.5KNew |
$1.7M - $1.94M
|
21.5K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.5K+ 3.04% |
$1.63M - $1.85M
|
693K
$61.2M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 5.07% |
$1.02M - $1.17M
|
267K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 16.09% |
$1.02M - $1.16M
|
92.5K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 2.58% |
$904K - $1.03M
|
454K
$40.1M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
11.4K+ 19.47% |
$903K - $1.03M
|
69.8K
$6.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.3K+ 83.38% |
$898K - $1.02M
|
24.9K
$2.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.9K+ 29.29% |
$862K - $982K
|
47.9K
$4.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.84K+ 12.77% |
$781K - $889K
|
86.9K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.71K+ 11.8% |
$771K - $878K
|
92K
$8.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.08K+ 4.48% |
$721K - $821K
|
212K
$18.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.25K+ 5.13% |
$655K - $745K
|
169K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.22KNew |
$653K - $743K
|
8.22K
$726K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
7.64K+ 2504.26% |
$606K - $690K
|
7.94K
$702K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
7.32K+ 3.7% |
$581K - $662K
|
205K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.32K+ 129.24% |
$581K - $661K
|
13K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.3KNew |
$579K - $660K
|
7.3K
$644K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 28.18% |
$577K - $657K
|
33.1K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.26K+ 15.88% |
$576K - $656K
|
52.9K
$4.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.25K+ 47.45% |
$576K - $655K
|
22.5K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.22K+ 122.34% |
$573K - $653K
|
13.1K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.81K+ 6.17% |
$540K - $615K
|
117K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.23KNew |
$494K - $563K
|
6.23K
$550K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
6.21K+ 3.43% |
$493K - $562K
|
187K
$16.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.02K+ 231.04% |
$478K - $544K
|
8.63K
$762K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.01K+ 186.35% |
$477K - $543K
|
9.23K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.74K+ 9.68% |
$456K - $519K
|
65K
$5.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.69KNew |
$452K - $514K
|
5.69K
$503K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.59KNew |
$444K - $505K
|
5.59K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.25KNew |
$417K - $474K
|
5.25K
$463K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.22KNew |
$414K - $472K
|
5.22K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.92K+ 2.95% |
$391K - $445K
|
172K
$15.2M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.68K+ 24.0% |
$371K - $423K
|
24.2K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.62K+ 34.63% |
$367K - $418K
|
18K
$1.59M
|
|