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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-103- 2.45% |
$7.45K - $8.92K
|
4.1K
$376K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-124- 1.65% |
$8.97K - $10.7K
|
7.37K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-125- 2.34% |
$9.04K - $10.8K
|
5.22K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129- 1.03% |
$9.33K - $11.2K
|
12.3K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-136- 2.34% |
$9.83K - $11.8K
|
5.66K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-138- 2.24% |
$9.98K - $12K
|
6.02K
$552K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-146- 0.45% |
$10.6K - $12.6K
|
32.2K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-152- 2.76% |
$11K - $13.2K
|
5.36K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-161- 4.65% |
$11.6K - $13.9K
|
3.3K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-175- 11.77% |
$12.7K - $15.2K
|
1.31K
$120K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-187- 0.35% |
$13.5K - $16.2K
|
52.6K
$4.82M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-190- 0.31% |
$13.7K - $16.5K
|
61.8K
$5.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-199- 1.15% |
$14.4K - $17.2K
|
17.1K
$1.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-211- 12.47% |
$15.3K - $18.3K
|
1.48K
$136K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-213- 6.63% |
$15.4K - $18.5K
|
3K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-222- 5.9% |
$16.1K - $19.2K
|
3.54K
$324K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-226- 1.44% |
$16.3K - $19.6K
|
15.4K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-227- 5.8% |
$16.4K - $19.7K
|
3.69K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-232- 2.41% |
$16.8K - $20.1K
|
9.38K
$859K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-237- 0.52% |
$17.1K - $20.5K
|
45.2K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-237- 23.54% |
$17.1K - $20.5K
|
770
$70.5K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-243- 6.25% |
$17.6K - $21.1K
|
3.65K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-250- 3.49% |
$18.1K - $21.7K
|
6.92K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 3.13% |
$18.1K - $21.7K
|
7.75K
$710K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-271- 0.66% |
$19.6K - $23.5K
|
40.7K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-274- 1.07% |
$19.8K - $23.7K
|
25.3K
$2.32M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-276- 7.59% |
$20K - $23.9K
|
3.36K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-284- 0.61% |
$20.5K - $24.6K
|
46.1K
$4.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-298- 5.19% |
$21.5K - $25.8K
|
5.44K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-301- 16.35% |
$21.8K - $26.1K
|
1.54K
$141K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-301- 0.52% |
$21.8K - $26.1K
|
57.2K
$5.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-305- 0.4% |
$22.1K - $26.4K
|
76.6K
$7.02M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-312- 1.58% |
$22.6K - $27K
|
19.4K
$1.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-322- 10.51% |
$23.3K - $27.9K
|
2.74K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-344- 14.58% |
$24.9K - $29.8K
|
2.02K
$185K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-351- 11.93% |
$25.4K - $30.4K
|
2.59K
$237K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-361- 6.45% |
$26.1K - $31.3K
|
5.24K
$480K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-369- 0.38% |
$26.7K - $32K
|
97.9K
$8.97M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-374- 1.19% |
$27K - $32.4K
|
31.1K
$2.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-409- 0.48% |
$29.6K - $35.4K
|
85.7K
$7.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-437- 0.63% |
$31.6K - $37.9K
|
69K
$6.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-440- 9.46% |
$31.8K - $38.1K
|
4.21K
$386K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-457- 6.37% |
$33K - $39.6K
|
6.72K
$616K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-460- 1.96% |
$33.3K - $39.9K
|
23.1K
$2.11M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-482- 1.32% |
$34.8K - $41.8K
|
36.1K
$3.3M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-491- 1.21% |
$35.5K - $42.5K
|
39.9K
$3.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-491- 0.89% |
$35.5K - $42.5K
|
54.6K
$5M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 0.79% |
$36.6K - $43.8K
|
63.9K
$5.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-506- 1.45% |
$36.6K - $43.8K
|
34.5K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-512- 4.59% |
$37K - $44.4K
|
10.6K
$974K
|