Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13K+ 1.8% |
$914K - $1.09M
|
734K
$65.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
13KNew |
$913K - $1.09M
|
13K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
12K+ 6.33% |
$844K - $1.01M
|
202K
$17.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.5K+ 4.86% |
$813K - $971K
|
249K
$22.1M
|
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
11.4K+ 6.28% |
$801K - $958K
|
193K
$17.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 8.76% |
$776K - $927K
|
137K
$12.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
10.8KNew |
$757K - $904K
|
10.8K
$953K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.61K+ 33.07% |
$677K - $809K
|
38.7K
$3.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.58K+ 3.81% |
$674K - $805K
|
261K
$23.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
9.49K+ 15.93% |
$668K - $798K
|
69.1K
$6.12M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.98K+ 5.6% |
$632K - $755K
|
169K
$15M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.34KNew |
$587K - $701K
|
8.34K
$739K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8.27K+ 1.46% |
$582K - $695K
|
576K
$51M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
8.2K+ 5.46% |
$577K - $689K
|
158K
$14M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
7.87K+ 10.41% |
$554K - $662K
|
83.4K
$7.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.8K+ 11.65% |
$549K - $656K
|
74.8K
$6.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
7.72K+ 86.9% |
$543K - $649K
|
16.6K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.25K+ 95.57% |
$510K - $610K
|
14.8K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.24K+ 14.34% |
$509K - $608K
|
57.7K
$5.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7.14K+ 4.51% |
$502K - $600K
|
165K
$14.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
6.57K+ 2.1% |
$462K - $552K
|
319K
$28.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6.53K+ 4.94% |
$460K - $549K
|
139K
$12.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 3.87% |
$458K - $548K
|
175K
$15.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.49KNew |
$457K - $546K
|
6.49K
$575K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.46K+ 11.03% |
$454K - $543K
|
65K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.28KNew |
$442K - $528K
|
6.28K
$557K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.24K+ 3.51% |
$439K - $525K
|
184K
$16.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.18KNew |
$435K - $519K
|
6.18K
$547K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.06K+ 4.95% |
$427K - $510K
|
129K
$11.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.86KNew |
$413K - $493K
|
5.86K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.78KNew |
$407K - $486K
|
5.78K
$512K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.68KNew |
$400K - $478K
|
5.68K
$504K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.67K+ 3.75% |
$399K - $477K
|
157K
$13.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.62K+ 5.23% |
$395K - $472K
|
113K
$10M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.39KNew |
$380K - $454K
|
5.39K
$478K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21K+ 17.02% |
$367K - $438K
|
35.8K
$3.18M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
4.87KNew |
$342K - $409K
|
4.87K
$431K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
4.7KNew |
$331K - $395K
|
4.7K
$416K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.59K+ 23.81% |
$323K - $386K
|
23.8K
$2.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
4.57K+ 29.25% |
$322K - $385K
|
20.2K
$1.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.54K+ 6.57% |
$320K - $382K
|
73.7K
$6.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.47K+ 23.58% |
$315K - $376K
|
23.4K
$2.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.43K+ 77.18% |
$312K - $373K
|
10.2K
$901K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.42K+ 7.71% |
$311K - $372K
|
61.8K
$5.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
4.4K+ 42.24% |
$310K - $370K
|
14.8K
$1.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.11K+ 4.2% |
$289K - $345K
|
102K
$9.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.01% |
$289K - $345K
|
55.3K
$4.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.08K+ 11.31% |
$287K - $343K
|
40.2K
$3.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.03KNew |
$283K - $339K
|
4.03K
$357K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$278K - $333K
|
3.96K
$351K
|