Purchases and Sales Made in Q1 2023 in Spdr S&P 600 Small Cap Growth (SLYG)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Growth (SLYG) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP GROWTH .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.11K+ 33.41% |
$78.4K - $89.1K
|
4.42K
$441K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.09K+ 74.28% |
$76.8K - $87.3K
|
2.55K
$254K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.07K+ 14.84% |
$75.8K - $86.2K
|
8.3K
$828K
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.02K+ 21.89% |
$72.2K - $82K
|
5.68K
$567K
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.01K+ 7.77% |
$71.5K - $81.3K
|
14K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
996+ 5.51% |
$70.5K - $80.1K
|
19.1K
$1.9M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
958+ 10.27% |
$67.8K - $77K
|
10.3K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
955+ 3.39% |
$67.6K - $76.8K
|
29.1K
$2.9M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
951+ 9.47% |
$67.3K - $76.5K
|
11K
$1.1M
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
866+ 4.58% |
$61.3K - $69.6K
|
19.8K
$1.97M
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
864+ 2.28% |
$61.1K - $69.5K
|
38.8K
$3.87M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
807+ 7.75% |
$57.1K - $64.9K
|
11.2K
$1.12M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
801+ 588.97% |
$56.7K - $64.4K
|
937
$93.5K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
796+ 11.0% |
$56.3K - $64K
|
8.03K
$801K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
794+ 20.76% |
$56.2K - $63.8K
|
4.62K
$461K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
765New |
$54.1K - $61.5K
|
765
$76.3K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
715+ 8.26% |
$50.6K - $57.5K
|
9.37K
$935K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
704+ 15.17% |
$49.8K - $56.6K
|
5.34K
$533K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
682+ 4.63% |
$48.2K - $54.8K
|
15.4K
$1.54M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
625+ 5.83% |
$44.2K - $50.2K
|
11.3K
$1.13M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
609+ 18.24% |
$43.1K - $49K
|
3.95K
$394K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
608+ 2.95% |
$43K - $48.9K
|
21.2K
$2.12M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
589+ 1.36% |
$41.7K - $47.3K
|
43.9K
$4.38M
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
586+ 1.12% |
$41.5K - $47.1K
|
53.1K
$5.3M
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
573+ 5.21% |
$40.5K - $46.1K
|
11.6K
$1.15M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
569+ 2.58% |
$40.3K - $45.7K
|
22.6K
$2.25M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
535+ 11.76% |
$37.8K - $43K
|
5.09K
$508K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
529+ 2.81% |
$37.4K - $42.5K
|
19.3K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
517+ 3.57% |
$36.6K - $41.6K
|
15K
$1.5M
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
507+ 2.37% |
$35.9K - $40.8K
|
21.9K
$2.19M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
499+ 7.89% |
$35.3K - $40.1K
|
6.82K
$681K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
454+ 12.88% |
$32.1K - $36.5K
|
3.98K
$397K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
410New |
$29K - $33K
|
410
$40.9K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
408+ 2.2% |
$28.9K - $32.8K
|
19K
$1.89M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
401+ 1909.52% |
$28.4K - $32.2K
|
422
$42.1K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
382New |
$27K - $30.7K
|
382
$38.1K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
365+ 3.26% |
$25.8K - $29.3K
|
11.6K
$1.15M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
335+ 6.19% |
$23.7K - $26.9K
|
5.75K
$574K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
333+ 67.82% |
$23.6K - $26.8K
|
824
$82.2K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
330+ 21.37% |
$23.3K - $26.5K
|
1.87K
$187K
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
311+ 4.17% |
$22K - $25K
|
7.78K
$776K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$21.2K - $24.1K
|
300
$29.9K
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
295+ 1.93% |
$20.9K - $23.7K
|
15.6K
$1.56M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
288+ 8.95% |
$20.4K - $23.2K
|
3.51K
$350K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
287+ 95.67% |
$20.3K - $23.1K
|
587
$58.6K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
273+ 1.17% |
$19.3K - $21.9K
|
23.7K
$2.36M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
250+ 1.0% |
$17.7K - $20.1K
|
25.2K
$2.52M
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
229+ 3.03% |
$16.2K - $18.4K
|
7.8K
$778K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
197+ 0.93% |
$13.9K - $15.8K
|
21.5K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
180+ 0.21% |
$12.7K - $14.5K
|
87.3K
$8.72M
|