Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
587+ 147.49% |
$41K - $45.2K
|
985
$81K
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
513+ 18.06% |
$35.8K - $39.5K
|
3.35K
$276K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
501New |
$35K - $38.6K
|
501
$41.2K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
497+ 3.22% |
$34.7K - $38.3K
|
15.9K
$1.31M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
483+ 0.94% |
$33.7K - $37.2K
|
51.9K
$4.26M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
424+ 0.8% |
$29.6K - $32.7K
|
53.5K
$4.4M
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
412+ 0.48% |
$28.8K - $31.7K
|
85.6K
$7.04M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
402+ 0.23% |
$28.1K - $31K
|
176K
$14.5M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 94.79% |
$27.9K - $30.8K
|
822
$67.6K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
387+ 2.61% |
$27K - $29.8K
|
15.2K
$1.25M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
383+ 9.7% |
$26.7K - $29.5K
|
4.33K
$356K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
379+ 5.52% |
$26.5K - $29.2K
|
7.24K
$595K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
369+ 9.32% |
$25.8K - $28.4K
|
4.33K
$356K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
366+ 2.44% |
$25.6K - $28.2K
|
15.4K
$1.26M
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
354+ 1.77% |
$24.7K - $27.3K
|
20.4K
$1.67M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
343+ 4.13% |
$23.9K - $26.4K
|
8.64K
$710K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
331+ 1.56% |
$23.1K - $25.5K
|
21.6K
$1.77M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
331+ 542.62% |
$23.1K - $25.5K
|
392
$32.2K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
320+ 6.25% |
$22.3K - $24.7K
|
5.44K
$447K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
298+ 6.46% |
$20.8K - $23K
|
4.91K
$404K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
265New |
$18.5K - $20.4K
|
265
$21.8K
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
255+ 2.32% |
$17.8K - $19.6K
|
11.3K
$925K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
236New |
$16.5K - $18.2K
|
236
$19.4K
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
231+ 1.65% |
$16.1K - $17.8K
|
14.2K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 0.79% |
$15.6K - $17.3K
|
28.6K
$2.35M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
217+ 0.49% |
$15.1K - $16.7K
|
44.1K
$3.63M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
217+ 0.49% |
$15.1K - $16.7K
|
44.1K
$3.63M
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
210+ 1.91% |
$14.7K - $16.2K
|
11.2K
$922K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
205+ 0.36% |
$14.3K - $15.8K
|
57K
$4.69M
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
201+ 1.17% |
$14K - $15.5K
|
17.5K
$1.43M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
200+ 4.56% |
$14K - $15.4K
|
4.59K
$377K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
160+ 8.54% |
$11.2K - $12.3K
|
2.03K
$167K
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
153+ 1.63% |
$10.7K - $11.8K
|
9.52K
$783K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
137+ 16.63% |
$9.56K - $10.6K
|
961
$79K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
136New |
$9.49K - $10.5K
|
136
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
118+ 0.6% |
$8.24K - $9.09K
|
19.9K
$1.64M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
118New |
$8.24K - $9.09K
|
118
$9.7K
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
110+ 1.77% |
$7.68K - $8.48K
|
6.34K
$521K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
102+ 5100.0% |
$7.12K - $7.86K
|
104
$8.55K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 7.01% |
$6.98K - $7.71K
|
1.53K
$126K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 22.27% |
$6.98K - $7.71K
|
549
$45.1K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
98+ 0.22% |
$6.84K - $7.55K
|
44.4K
$3.65M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
89New |
$6.21K - $6.86K
|
89
$7.32K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
83+ 0.28% |
$5.79K - $6.4K
|
30K
$2.47M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
78+ 25.66% |
$5.45K - $6.01K
|
382
$31.4K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
76+ 0.67% |
$5.31K - $5.86K
|
11.4K
$939K
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
72+ 1.54% |
$5.03K - $5.55K
|
4.76K
$391K
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$4.54K - $5.01K
|
65
$5.34K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
65+ 1.03% |
$4.54K - $5.01K
|
6.38K
$525K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
61New |
$4.26K - $4.7K
|
61
$5.01K
|