Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
2.44KNew |
$195K - $212K
|
2.44K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.31KNew |
$185K - $201K
|
2.31K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22K+ 2.48% |
$178K - $194K
|
91.7K
$9.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.2K+ 46.85% |
$176K - $192K
|
6.9K
$688K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.1K+ 44.0% |
$168K - $183K
|
6.87K
$685K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.99K+ 67.06% |
$159K - $173K
|
4.95K
$493K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.95K+ 7.62% |
$156K - $170K
|
27.5K
$2.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.94K+ 3.74% |
$156K - $170K
|
54K
$5.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.86K+ 3.27% |
$149K - $162K
|
58.6K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 965.45% |
$148K - $161K
|
2.04K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 2.29% |
$139K - $152K
|
77.8K
$7.76M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.73K+ 35.29% |
$138K - $151K
|
6.63K
$661K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.58K+ 0.61% |
$126K - $138K
|
261K
$26.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.56K+ 1.17% |
$125K - $136K
|
134K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 119.63% |
$125K - $136K
|
2.86K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.51K+ 3.26% |
$121K - $131K
|
47.7K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.3K+ 10.29% |
$104K - $113K
|
13.9K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.28KNew |
$103K - $112K
|
1.28K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 0.58% |
$100K - $109K
|
219K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 15.68% |
$96.8K - $105K
|
8.92K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.09K+ 10860.0% |
$87K - $94.7K
|
1.1K
$109K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.07K+ 10.16% |
$86K - $93.7K
|
11.6K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.05K+ 10.73% |
$83.9K - $91.4K
|
10.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.02K+ 15.85% |
$81.3K - $88.5K
|
7.42K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1K+ 100100.0% |
$80.2K - $87.3K
|
1K
$100K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
992+ 6.43% |
$79.4K - $86.5K
|
16.4K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
975+ 2.55% |
$78.1K - $85K
|
39.3K
$3.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
968+ 9.45% |
$77.5K - $84.4K
|
11.2K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
960+ 22.75% |
$76.9K - $83.7K
|
5.18K
$517K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
946+ 36.3% |
$75.8K - $82.5K
|
3.55K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
940+ 0.42% |
$75.3K - $82K
|
223K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
857+ 22.38% |
$68.6K - $74.8K
|
4.69K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
838+ 0.65% |
$67.1K - $73.1K
|
130K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
835+ 32.85% |
$66.9K - $72.8K
|
3.38K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
820+ 9.33% |
$65.7K - $71.5K
|
9.61K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
785+ 3.61% |
$62.9K - $68.5K
|
22.5K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
754+ 26.53% |
$60.4K - $65.8K
|
3.6K
$359K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
741+ 5.26% |
$59.3K - $64.6K
|
14.8K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
738+ 22.51% |
$59.1K - $64.4K
|
4.02K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
721+ 1.6% |
$57.7K - $62.9K
|
45.8K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
697+ 14.99% |
$55.8K - $60.8K
|
5.35K
$534K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
675+ 10.04% |
$54.1K - $58.9K
|
7.4K
$738K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
652+ 3.18% |
$52.2K - $56.9K
|
21.1K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
640+ 10.1% |
$51.3K - $55.8K
|
6.98K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
626+ 21.11% |
$50.1K - $54.6K
|
3.59K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
619New |
$49.6K - $54K
|
619
$61.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
615New |
$49.3K - $53.6K
|
615
$61.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
518New |
$41.5K - $45.2K
|
518
$51.7K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
478+ 0.47% |
$38.3K - $41.7K
|
102K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
470+ 7.37% |
$37.6K - $41K
|
6.84K
$683K
|