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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
962+ 0.99% |
$76.4K - $87K
|
98.2K
$8.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
910+ 1.45% |
$72.2K - $82.3K
|
63.6K
$5.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
897+ 14.99% |
$71.2K - $81.1K
|
6.88K
$608K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
892+ 1.66% |
$70.8K - $80.6K
|
54.5K
$4.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
886+ 11.69% |
$70.3K - $80.1K
|
8.47K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
832+ 116.36% |
$66.1K - $75.2K
|
1.55K
$137K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
806New |
$64K - $72.9K
|
806
$71.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
760+ 3.6% |
$60.3K - $68.7K
|
21.9K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
732+ 12.09% |
$58.1K - $66.2K
|
6.79K
$600K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
708+ 0.5% |
$56.2K - $64K
|
141K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
689+ 0.44% |
$54.7K - $62.3K
|
159K
$14M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
679+ 1.13% |
$53.9K - $61.4K
|
60.7K
$5.36M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
670+ 6.79% |
$53.2K - $60.6K
|
10.5K
$931K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
661+ 9.35% |
$52.5K - $59.7K
|
7.73K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
652+ 1481.82% |
$51.8K - $58.9K
|
696
$61.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
615+ 6.09% |
$48.8K - $55.6K
|
10.7K
$946K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
593+ 26.58% |
$47.1K - $53.6K
|
2.82K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
579+ 1.56% |
$46K - $52.3K
|
37.8K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
577+ 3.86% |
$45.8K - $52.2K
|
15.5K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
553+ 6.81% |
$43.9K - $50K
|
8.67K
$766K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
529+ 0.43% |
$42K - $47.8K
|
123K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
483+ 2.42% |
$38.3K - $43.7K
|
20.4K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
452+ 1.89% |
$35.9K - $40.9K
|
24.4K
$2.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
448+ 1.2% |
$35.6K - $40.5K
|
37.8K
$3.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
398+ 4.32% |
$31.6K - $36K
|
9.61K
$848K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
397+ 1.88% |
$31.5K - $35.9K
|
21.5K
$1.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
395+ 2.12% |
$31.4K - $35.7K
|
19.1K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
381+ 8.54% |
$30.2K - $34.4K
|
4.84K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
367New |
$29.1K - $33.2K
|
367
$32.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
361+ 2.06% |
$28.7K - $32.6K
|
17.9K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
325+ 3.64% |
$25.8K - $29.4K
|
9.25K
$817K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 2.4% |
$23.3K - $26.6K
|
12.5K
$1.11M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
288+ 369.23% |
$22.9K - $26K
|
366
$32.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
269+ 0.59% |
$21.4K - $24.3K
|
46K
$4.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
267New |
$21.2K - $24.1K
|
267
$23.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
258New |
$20.5K - $23.3K
|
258
$22.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
247+ 4.43% |
$19.6K - $22.3K
|
5.82K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
245+ 3.8% |
$19.5K - $22.1K
|
6.69K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
241+ 9.22% |
$19.1K - $21.8K
|
2.86K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
210+ 5.64% |
$16.7K - $19K
|
3.93K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
185+ 0.7% |
$14.7K - $16.7K
|
26.5K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
180+ 2.78% |
$14.3K - $16.3K
|
6.66K
$589K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
169+ 5.77% |
$13.4K - $15.3K
|
3.1K
$274K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
168+ 1.37% |
$13.3K - $15.2K
|
12.4K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
167+ 3.23% |
$13.3K - $15.1K
|
5.34K
$472K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
166+ 691.67% |
$13.2K - $15K
|
190
$16.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
165+ 1.83% |
$13.1K - $14.9K
|
9.18K
$811K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
164+ 6.98% |
$13K - $14.8K
|
2.51K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
160+ 2.61% |
$12.7K - $14.5K
|
6.28K
$555K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
159+ 0.52% |
$12.6K - $14.4K
|
30.6K
$2.7M
|
|