Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 4.13% |
$595K - $734K
|
218K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.29K+ 17.93% |
$503K - $619K
|
47.9K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.87K+ 61.74% |
$474K - $584K
|
18K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6.4KNew |
$442K - $544K
|
6.4K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.16K+ 30.98% |
$425K - $523K
|
26K
$2.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 3.38% |
$399K - $492K
|
177K
$17.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.72K+ 9.32% |
$394K - $486K
|
67.1K
$6.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.22K+ 84.53% |
$360K - $444K
|
11.4K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
5.21K+ 6.35% |
$359K - $443K
|
87.3K
$8.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.18K+ 6.04% |
$357K - $441K
|
91K
$9.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.12K+ 99.81% |
$353K - $435K
|
10.2K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5.04K+ 5.63% |
$348K - $429K
|
94.6K
$9.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
4.98K+ 30.15% |
$343K - $423K
|
21.5K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.96K+ 9.06% |
$342K - $421K
|
59.7K
$5.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.81K+ 2.2% |
$332K - $409K
|
223K
$22.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79KNew |
$330K - $407K
|
4.79K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.77KNew |
$329K - $405K
|
4.77K
$476K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$324K - $399K
|
4.7K
$469K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.68KNew |
$323K - $398K
|
4.68K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.58K+ 3.69% |
$316K - $390K
|
129K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.52K+ 33.22% |
$312K - $384K
|
18.1K
$1.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.47K+ 20.32% |
$308K - $380K
|
26.5K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
4.14KNew |
$286K - $352K
|
4.14K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.11K+ 20.8% |
$284K - $349K
|
23.9K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.1K+ 6.57% |
$283K - $349K
|
66.5K
$6.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.09KNew |
$282K - $348K
|
4.09K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.06KNew |
$280K - $345K
|
4.06K
$405K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.05K+ 26.95% |
$279K - $344K
|
19.1K
$1.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.89K+ 66.35% |
$268K - $331K
|
9.75K
$973K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.83KNew |
$264K - $326K
|
3.83K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.83KNew |
$264K - $326K
|
3.83K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.75KNew |
$259K - $319K
|
3.75K
$374K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.39KNew |
$234K - $288K
|
3.39K
$338K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.35KNew |
$231K - $285K
|
3.35K
$334K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.2K+ 29.57% |
$221K - $272K
|
14K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.1KNew |
$214K - $263K
|
3.1K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.07K+ 3.13% |
$212K - $261K
|
101K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.03KNew |
$209K - $258K
|
3.03K
$303K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.01KNew |
$207K - $256K
|
3.01K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.97KNew |
$205K - $252K
|
2.97K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.96KNew |
$204K - $252K
|
2.96K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 3.87% |
$201K - $247K
|
78K
$7.79M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.84KNew |
$196K - $242K
|
2.84K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.81K+ 2.26% |
$193K - $238K
|
127K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
2.66KNew |
$184K - $226K
|
2.66K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 51.8% |
$181K - $224K
|
7.71K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.62KNew |
$181K - $223K
|
2.62K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.61KNew |
$180K - $222K
|
2.61K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.54KNew |
$175K - $216K
|
2.54K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.54KNew |
$175K - $216K
|
2.54K
$254K
|