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 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.88KNew |
$273K - $326K
|
3.88K
$343K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.85KNew |
$271K - $324K
|
3.85K
$341K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
3.84K+ 214.93% |
$270K - $323K
|
5.63K
$499K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.82KNew |
$268K - $321K
|
3.82K
$338K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.8K+ 6.73% |
$267K - $319K
|
60.2K
$5.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.79K+ 22.04% |
$267K - $319K
|
21K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.29% |
$265K - $317K
|
296K
$26.3M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.73KNew |
$263K - $314K
|
3.73K
$331K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.64K+ 2.7% |
$256K - $306K
|
138K
$12.3M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.55KNew |
$250K - $298K
|
3.55K
$315K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
3.49K+ 11.68% |
$246K - $294K
|
33.4K
$2.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.37K+ 7.7% |
$237K - $284K
|
47.1K
$4.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.32K+ 6.16% |
$233K - $279K
|
57.2K
$5.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.31KNew |
$233K - $278K
|
3.31K
$293K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.15K+ 1.14% |
$222K - $265K
|
280K
$24.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
3.11K+ 381.92% |
$219K - $261K
|
3.92K
$347K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.04K+ 2.81% |
$214K - $255K
|
111K
$9.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.03K+ 18.72% |
$213K - $255K
|
19.2K
$1.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2.99K+ 1.67% |
$210K - $251K
|
182K
$16.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 1.9% |
$210K - $251K
|
160K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98KNew |
$209K - $250K
|
2.98K
$264K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.9KNew |
$204K - $243K
|
2.9K
$257K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.88KNew |
$203K - $242K
|
2.88K
$255K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.85K+ 8.15% |
$200K - $240K
|
37.8K
$3.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 35.3% |
$199K - $238K
|
10.8K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.69K+ 22.53% |
$189K - $226K
|
14.6K
$1.3M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.64K+ 2.02% |
$186K - $222K
|
134K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.61KNew |
$183K - $219K
|
2.61K
$231K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.59K+ 14.85% |
$182K - $218K
|
20.1K
$1.78M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.53K+ 8.68% |
$178K - $212K
|
31.6K
$2.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
2.51K+ 5.45% |
$177K - $211K
|
48.6K
$4.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.48K+ 6.25% |
$174K - $208K
|
42.1K
$3.73M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.46K+ 3.11% |
$173K - $207K
|
81.4K
$7.22M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.45K+ 5.55% |
$172K - $206K
|
46.6K
$4.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.41K+ 2.39% |
$170K - $203K
|
103K
$9.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.41K+ 3.35% |
$169K - $202K
|
74.3K
$6.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
2.23K+ 3.29% |
$157K - $187K
|
70K
$6.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.23K+ 19.82% |
$157K - $187K
|
13.5K
$1.19M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.19K+ 4.85% |
$154K - $184K
|
47.3K
$4.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.17K+ 2.0% |
$153K - $182K
|
111K
$9.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.16K+ 3.28% |
$152K - $182K
|
68K
$6.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.09KNew |
$147K - $176K
|
2.09K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$137K - $164K
|
1.95K
$173K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.95K+ 45.3% |
$137K - $164K
|
6.26K
$555K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.94K+ 4.35% |
$136K - $163K
|
46.4K
$4.11M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 0.51% |
$120K - $143K
|
336K
$29.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 6.68% |
$118K - $141K
|
26.7K
$2.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.63K+ 91.2% |
$115K - $137K
|
3.41K
$302K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 66.71% |
$114K - $136K
|
4.05K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.61K+ 1.96% |
$113K - $135K
|
83.7K
$7.42M
|