Purchases and Sales Made in Q4 2022 in Spdr S&P 600 Small Cap ETF (SLY)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap ETF (SLY) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
479+ 54.81% |
$38.7K - $42.5K
|
1.35K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
472New |
$38.1K - $41.9K
|
472
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
431+ 1.88% |
$34.8K - $38.2K
|
23.4K
$0
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
414+ 6.42% |
$33.4K - $36.7K
|
6.87K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
403+ 8.72% |
$32.5K - $35.8K
|
5.03K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
400+ 8.41% |
$32.3K - $35.5K
|
5.16K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
344+ 4.92% |
$27.8K - $30.5K
|
7.34K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
341+ 4.43% |
$27.5K - $30.3K
|
8.05K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
328+ 5.2% |
$26.5K - $29.1K
|
6.64K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
316+ 3.78% |
$25.5K - $28K
|
8.67K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
298+ 3.18% |
$24.1K - $26.4K
|
9.68K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
281+ 69.21% |
$22.7K - $24.9K
|
687
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
275New |
$22.2K - $24.4K
|
275
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
250+ 6.04% |
$20.2K - $22.2K
|
4.39K
$0
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
248+ 4.93% |
$20K - $22K
|
5.28K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
226+ 3.91% |
$18.2K - $20.1K
|
6K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
224+ 59.89% |
$18.1K - $19.9K
|
598
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
197+ 27.55% |
$15.9K - $17.5K
|
912
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
193New |
$15.6K - $17.1K
|
193
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
172New |
$13.9K - $15.3K
|
172
$0
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
170New |
$13.7K - $15.1K
|
170
$0
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
170New |
$13.7K - $15.1K
|
170
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165+ 29.95% |
$13.3K - $14.6K
|
716
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
162+ 2.03% |
$13.1K - $14.4K
|
8.16K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
151+ 3.88% |
$12.2K - $13.4K
|
4.05K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145New |
$11.7K - $12.9K
|
145
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
145+ 4.38% |
$11.7K - $12.9K
|
3.46K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
141+ 3.1% |
$11.4K - $12.5K
|
4.69K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
120New |
$9.69K - $10.6K
|
120
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
98+ 0.44% |
$7.91K - $8.7K
|
22.5K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
90+ 0.8% |
$7.27K - $7.99K
|
11.3K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
78+ 0.82% |
$6.3K - $6.92K
|
9.62K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
78+ 0.39% |
$6.3K - $6.92K
|
20.1K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 35.85% |
$6.14K - $6.74K
|
288
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
70+ 1.12% |
$5.65K - $6.21K
|
6.34K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
65+ 0.13% |
$5.25K - $5.77K
|
52K
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
60New |
$4.85K - $5.32K
|
60
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
59+ 1.73% |
$4.76K - $5.24K
|
3.47K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
54+ 0.12% |
$4.36K - $4.79K
|
43.3K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.23K - $3.55K
|
40
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
35New |
$2.83K - $3.11K
|
35
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
26+ 6.88% |
$2.1K - $2.31K
|
404
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22New |
$1.78K - $1.95K
|
22
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 5.11% |
$1.45K - $1.6K
|
370
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.03% |
$1.37K - $1.51K
|
67.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 0.88% |
$1.21K - $1.33K
|
1.72K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
14+ 0.29% |
$1.13K - $1.24K
|
4.92K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8New |
$646 - $710
|
8
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.42% |
$162 - $177
|
478
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 4.88% |
$162 - $177
|
43
$0
|