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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
257New |
$18.6K - $22.3K
|
257
$23.5K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
255New |
$18.4K - $22.1K
|
255
$23.4K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
234+ 0.25% |
$16.9K - $20.3K
|
94.9K
$8.7M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
228New |
$16.5K - $19.8K
|
228
$20.9K
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
213+ 0.24% |
$15.4K - $18.5K
|
90.7K
$8.31M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
184+ 3.71% |
$13.3K - $15.9K
|
5.14K
$471K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 28.34% |
$12.4K - $14.9K
|
779
$71.4K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
156+ 1.33% |
$11.3K - $13.5K
|
11.9K
$1.09M
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
150+ 1.83% |
$10.8K - $13K
|
8.34K
$764K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
146+ 1.11% |
$10.6K - $12.6K
|
13.4K
$1.22M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
130New |
$9.4K - $11.3K
|
130
$11.9K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
120New |
$8.68K - $10.4K
|
120
$11K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
120+ 1.4% |
$8.68K - $10.4K
|
8.7K
$797K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114+ 0.22% |
$8.24K - $9.88K
|
51.3K
$4.7M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
106+ 0.28% |
$7.66K - $9.18K
|
37.7K
$3.45M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
103+ 0.15% |
$7.45K - $8.92K
|
69.1K
$6.33M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
101+ 1.27% |
$7.3K - $8.75K
|
8.05K
$738K
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
98+ 2.84% |
$7.09K - $8.49K
|
3.54K
$325K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
94+ 2.47% |
$6.8K - $8.14K
|
3.89K
$357K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
88+ 2.5% |
$6.36K - $7.62K
|
3.62K
$331K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
85New |
$6.15K - $7.36K
|
85
$7.79K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 9.19% |
$5.28K - $6.32K
|
867
$79.4K
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
71+ 0.26% |
$5.13K - $6.15K
|
27K
$2.47M
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
58New |
$4.19K - $5.03K
|
58
$5.31K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
57+ 3.12% |
$4.12K - $4.94K
|
1.88K
$173K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
50+ 1.35% |
$3.62K - $4.33K
|
3.76K
$344K
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
50+ 1.81% |
$3.62K - $4.33K
|
2.81K
$257K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49+ 0.09% |
$3.54K - $4.25K
|
56.9K
$5.21M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
48New |
$3.47K - $4.16K
|
48
$4.4K
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
45+ 0.08% |
$3.25K - $3.9K
|
56.7K
$5.19M
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
43+ 0.72% |
$3.11K - $3.73K
|
6.02K
$552K
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
41+ 0.67% |
$2.96K - $3.55K
|
6.17K
$565K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
41+ 9.13% |
$2.96K - $3.55K
|
490
$44.9K
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
35+ 1.04% |
$2.53K - $3.03K
|
3.39K
$310K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
32New |
$2.31K - $2.77K
|
32
$2.93K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$1.45K - $1.73K
|
20
$1.83K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19+ 0.22% |
$1.37K - $1.65K
|
8.59K
$787K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 900.0% |
$1.3K - $1.56K
|
20
$1.83K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 375.0% |
$1.08K - $1.3K
|
19
$1.74K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15+ 0.03% |
$1.08K - $1.3K
|
50.1K
$4.59M
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.41% |
$1.08K - $1.3K
|
3.69K
$338K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 4.71% |
$1.01K - $1.21K
|
311
$28.5K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.25% |
$1.01K - $1.21K
|
5.64K
$516K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
14+ 0.36% |
$1.01K - $1.21K
|
3.92K
$359K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
11+ 0.05% |
$795 - $953
|
23.4K
$2.14M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
10+ 0.25% |
$723 - $866
|
4.01K
$368K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10New |
$723 - $866
|
10
$916
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.4% |
$651 - $780
|
2.24K
$205K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
8+ 0.16% |
$578 - $693
|
4.96K
$454K
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8+ 0.28% |
$578 - $693
|
2.88K
$264K
|