Purchases and Sales Made in Q1 2023 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
728K+ 18455.32% |
$52.6M - $63.1M
|
732K
$67M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
601KNew |
$43.5M - $52.1M
|
601K
$55.1M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
195KNew |
$14.1M - $16.9M
|
195K
$17.9M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 10.19% |
$11.2M - $13.5M
|
1.68M
$154M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
154K+ 68.33% |
$11.2M - $13.4M
|
381K
$34.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.8K+ 6.26% |
$6.78M - $8.12M
|
1.59M
$146M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
91.9K+ 54.33% |
$6.64M - $7.96M
|
261K
$23.9M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
89KNew |
$6.43M - $7.71M
|
89K
$8.15M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
81.9K+ 56.84% |
$5.92M - $7.1M
|
226K
$20.7M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59K+ 120.92% |
$4.26M - $5.11M
|
108K
$9.87M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
53.5K+ 51.1% |
$3.87M - $4.63M
|
158K
$14.5M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45.1K+ 8.2% |
$3.26M - $3.91M
|
595K
$54.5M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
44.4K+ 35.4% |
$3.21M - $3.85M
|
170K
$15.6M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
42.5K+ 15.8% |
$3.07M - $3.68M
|
312K
$28.5M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.1KNew |
$2.9M - $3.47M
|
40.1K
$3.67M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.5K+ 10.17% |
$2.71M - $3.25M
|
407K
$37.3M
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
37.5K+ 13.48% |
$2.71M - $3.25M
|
316K
$28.9M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
36.3K+ 4.23% |
$2.63M - $3.15M
|
896K
$82.1M
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
35.6K+ 73.1% |
$2.57M - $3.08M
|
84.2K
$7.72M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.2K+ 40.63% |
$2.54M - $3.05M
|
122K
$11.2M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.2K+ 40.63% |
$2.54M - $3.05M
|
122K
$11.2M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
32.1K+ 34.85% |
$2.32M - $2.78M
|
124K
$11.4M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
29.1K+ 253.48% |
$2.1M - $2.52M
|
40.6K
$3.72M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
27.7KNew |
$2M - $2.4M
|
27.7K
$2.54M
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
26.9KNew |
$1.94M - $2.33M
|
26.9K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$1.9M - $2.28M
|
26.3K
$2.41M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.5K+ 5.19% |
$1.77M - $2.13M
|
497K
$45.6M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
24.1KNew |
$1.74M - $2.09M
|
24.1K
$2.21M
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
21.1K+ 11.68% |
$1.52M - $1.82M
|
201K
$18.4M
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 70.9% |
$1.43M - $1.71M
|
47.6K
$4.36M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
19.7K+ 20.81% |
$1.42M - $1.7M
|
114K
$10.5M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.6K+ 177.8% |
$1.35M - $1.61M
|
29.1K
$2.67M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
17.9K+ 27.33% |
$1.29M - $1.55M
|
83.2K
$7.62M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.4K+ 9.55% |
$1.26M - $1.51M
|
200K
$18.3M
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
17K+ 26.74% |
$1.23M - $1.47M
|
80.7K
$7.39M
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
16.5K+ 29.79% |
$1.19M - $1.43M
|
71.9K
$6.59M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
14.7K+ 3.13% |
$1.07M - $1.28M
|
486K
$44.5M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.7K+ 24.43% |
$1.06M - $1.28M
|
75K
$6.87M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.4K+ 6.74% |
$1.04M - $1.24M
|
227K
$20.8M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13.8K+ 12.74% |
$996K - $1.19M
|
122K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 3.6% |
$930K - $1.11M
|
370K
$33.9M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 33.46% |
$876K - $1.05M
|
48.4K
$4.43M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.8K+ 4.28% |
$855K - $1.02M
|
288K
$26.4M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.9KNew |
$788K - $944K
|
10.9K
$999K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 28.43% |
$786K - $942K
|
49.1K
$4.5M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.8K+ 5.56% |
$782K - $938K
|
205K
$18.8M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.6K+ 4.58% |
$765K - $916K
|
242K
$22.1M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.6K+ 40.31% |
$764K - $916K
|
36.8K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 2.9% |
$749K - $898K
|
368K
$33.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 3.47% |
$745K - $892K
|
307K
$28.1M
|