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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
350New |
$24.1K - $29.8K
|
350
$34.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
350+ 35.64% |
$24.1K - $29.8K
|
1.33K
$133K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
348+ 125.18% |
$24K - $29.6K
|
626
$62.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
327+ 1.53% |
$22.6K - $27.8K
|
21.8K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
326+ 3.77% |
$22.5K - $27.7K
|
8.97K
$895K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
309+ 5.19% |
$21.3K - $26.3K
|
6.27K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300+ 43.6% |
$20.7K - $25.5K
|
988
$98.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
265+ 6.04% |
$18.3K - $22.5K
|
4.65K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
249+ 9.03% |
$17.2K - $21.2K
|
3.01K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
236New |
$16.3K - $20.1K
|
236
$23.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
226New |
$15.6K - $19.2K
|
226
$22.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
225+ 19.84% |
$15.5K - $19.1K
|
1.36K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
219+ 1.04% |
$15.1K - $18.6K
|
21.3K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
215+ 6.91% |
$14.8K - $18.3K
|
3.33K
$332K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
214New |
$14.8K - $18.2K
|
214
$21.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
213+ 0.29% |
$14.7K - $18.1K
|
73.2K
$7.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
203+ 0.92% |
$14K - $17.3K
|
22.4K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
193+ 12.66% |
$13.3K - $16.4K
|
1.72K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
190+ 4.24% |
$13.1K - $16.2K
|
4.68K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
179New |
$12.3K - $15.2K
|
179
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
175+ 1.79% |
$12.1K - $14.9K
|
9.94K
$992K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
158+ 0.32% |
$10.9K - $13.4K
|
49.7K
$4.96M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
156New |
$10.8K - $13.3K
|
156
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.16% |
$9.79K - $12.1K
|
6.73K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128+ 0.14% |
$8.83K - $10.9K
|
89.5K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
106+ 9.01% |
$7.31K - $9.01K
|
1.28K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
103+ 0.66% |
$7.1K - $8.76K
|
15.6K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
102+ 2.81% |
$7.03K - $8.67K
|
3.74K
$373K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
96+ 1.1% |
$6.62K - $8.16K
|
8.79K
$877K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 7.59% |
$6.48K - $7.99K
|
1.33K
$133K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
92+ 1.01% |
$6.35K - $7.82K
|
9.2K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
86New |
$5.93K - $7.31K
|
86
$8.58K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
75New |
$5.17K - $6.38K
|
75
$7.48K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
62+ 0.67% |
$4.28K - $5.27K
|
9.32K
$930K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
58+ 0.08% |
$4K - $4.93K
|
75.3K
$7.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.67% |
$3.79K - $4.68K
|
8.28K
$826K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
53+ 0.34% |
$3.66K - $4.51K
|
15.5K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$3.45K - $4.25K
|
50
$4.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
47+ 3.44% |
$3.24K - $4K
|
1.41K
$141K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
47+ 0.11% |
$3.24K - $4K
|
42.5K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
47+ 32.64% |
$3.24K - $4K
|
191
$19.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 23.24% |
$2.97K - $3.66K
|
228
$22.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
38+ 1.17% |
$2.62K - $3.23K
|
3.28K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
37+ 0.78% |
$2.55K - $3.15K
|
4.77K
$476K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.26% |
$2.55K - $3.15K
|
2.97K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
32New |
$2.21K - $2.72K
|
32
$3.19K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
32+ 0.98% |
$2.21K - $2.72K
|
3.29K
$329K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30New |
$2.07K - $2.55K
|
30
$2.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27+ 0.33% |
$1.86K - $2.3K
|
8.33K
$831K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.99% |
$1.79K - $2.21K
|
2.66K
$265K
|