Purchases and Sales Made in Q1 2023 in Spdr S&P 600 Small Cap Value E (SLYV)

SLYV Quotes by TradingView

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
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
9.14K
+ 209.92%
$661K - $792K
13.5K $1.24M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
8.73K
New
$631K - $756K
8.73K $800K
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
8.66K
+ 1.12%
$626K - $750K
783K $71.8M
May 15, 2023 Q1 2023
Anson Capital, Inc.

BUY
 -
8.03K
New
$581K - $696K
8.03K $736K
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
8.03K
+ 8.52%
$581K - $696K
102K $9.38M
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
7.97K
+ 1.34%
$576K - $690K
603K $55.2M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
7.5K
+ 1.67%
$542K - $650K
456K $41.7M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
6.69K
+ 8.44%
$483K - $579K
85.9K $7.87M
May 15, 2023 Q1 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
5.99K
+ 6.69%
$433K - $519K
95.5K $8.74M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
5.81K
+ 4.0%
$420K - $503K
151K $13.8M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
5.46K
New
$395K - $473K
5.46K $500K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.22K
+ 11.07%
$377K - $452K
52.3K $4.8M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
5.15K
+ 6781.58%
$373K - $447K
5.23K $479K
Apr 25, 2023 Q1 2023
Meritage Portfolio Management

BUY
 -
4.91K
+ 28.34%
$355K - $425K
22.2K $2.04M
May 09, 2023 Q1 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
4.9K
+ 3.87%
$354K - $425K
131K $12M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
4.81K
+ 3.32%
$348K - $417K
150K $13.7M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
4.7K
New
$340K - $407K
4.7K $430K
May 01, 2023 Q1 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
4.59K
+ 3.97%
$331K - $397K
120K $11M
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
4.5K
New
$325K - $390K
4.5K $412K
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
4.36K
+ 1.95%
$316K - $378K
228K $20.9M
May 08, 2023 Q1 2023
Reston Wealth Management LLC

BUY
 -
4.13K
+ 2.8%
$299K - $358K
151K $13.9M
May 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
4K
+ 2.99%
$289K - $346K
138K $12.6M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
3.95K
New
$285K - $342K
3.95K $362K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
3.78K
New
$273K - $327K
3.78K $346K
May 08, 2023 Q1 2023
Northern Capital Management, Inc.

BUY
 -
3.47K
+ 4.08%
$251K - $300K
88.4K $8.09M
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
3.46K
New
$250K - $300K
3.46K $317K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
3.35K
+ 13.59%
$242K - $290K
28K $2.57M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
3.35K
+ 7.24%
$242K - $290K
49.6K $4.55M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
3.25K
New
$235K - $282K
3.25K $298K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
3.16K
New
$229K - $274K
3.16K $290K
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
2.81K
+ 2.64%
$203K - $244K
109K $10M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.81K
+ 19.7%
$203K - $243K
17.1K $1.56M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.79K
New
$202K - $242K
2.79K $256K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
2.75K
New
$199K - $238K
2.75K $252K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
2.68K
New
$194K - $232K
2.68K $246K
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
2.66K
New
$192K - $230K
2.66K $243K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.53K
+ 19.64%
$183K - $219K
15.4K $1.41M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
2.26K
+ 42.15%
$164K - $196K
7.63K $699K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.25K
+ 9.57%
$163K - $195K
25.8K $2.36M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
2.23K
+ 5.31%
$161K - $193K
44.2K $4.04M
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
2.21K
+ 1.99%
$160K - $191K
113K $10.4M
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
2.1K
+ 17.44%
$152K - $182K
14.1K $1.29M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
2.01K
+ 0.76%
$146K - $174K
265K $24.3M
Apr 24, 2023 Q1 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
2K
+ 26.74%
$145K - $173K
9.48K $868K
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
1.98K
+ 36.19%
$143K - $172K
7.46K $684K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.81K
+ 13.03%
$131K - $157K
15.7K $1.44M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.76K
+ 1.13%
$127K - $153K
158K $14.5M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.7K
+ 2.17%
$123K - $147K
79.8K $7.31M
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
1.59K
+ 3.07%
$115K - $137K
53.2K $4.87M

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