Purchases and Sales Made in Q2 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 Q2 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 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.03MNew |
$73.6M - $80.7M
|
1.03M
$93.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
243K+ 48.79% |
$17.3M - $18.9M
|
740K
$66.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
237K+ 104.96% |
$16.9M - $18.5M
|
463K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
162K+ 10.16% |
$11.5M - $12.6M
|
1.75M
$158M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
151KNew |
$10.7M - $11.7M
|
151K
$13.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
105K+ 3104.84% |
$7.49M - $8.2M
|
108K
$9.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
75.8KNew |
$5.4M - $5.91M
|
75.8K
$6.83M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
49.1K+ 17.04% |
$3.5M - $3.83M
|
337K
$30.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
47.1K+ 7.99% |
$3.36M - $3.68M
|
637K
$57.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
46.9K+ 5.23% |
$3.34M - $3.66M
|
943K
$85M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
46.4KNew |
$3.31M - $3.62M
|
46.4K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
43.2K+ 3.3% |
$3.08M - $3.37M
|
1.35M
$122M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
41.8K+ 122.33% |
$2.98M - $3.26M
|
76K
$6.85M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40K+ 5.47% |
$2.85M - $3.12M
|
772K
$69.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39.7K+ 6.68% |
$2.83M - $3.1M
|
634K
$57.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
37.2K+ 44.7% |
$2.65M - $2.9M
|
120K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
36.3K+ 15.9% |
$2.58M - $2.83M
|
264K
$23.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32.2KNew |
$2.29M - $2.51M
|
32.2K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.2K+ 677.66% |
$2.01M - $2.2M
|
32.3K
$2.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
27.5K+ 22.5% |
$1.96M - $2.15M
|
150K
$13.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25.8K+ 21.15% |
$1.84M - $2.01M
|
148K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.74M - $1.9M
|
24.4K
$2.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.2K+ 10.02% |
$1.72M - $1.89M
|
266K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.4K+ 6.97% |
$1.52M - $1.67M
|
328K
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.3KNew |
$1.37M - $1.5M
|
19.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.1K+ 3694.29% |
$1.29M - $1.41M
|
18.6K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
17.7K+ 6.68% |
$1.26M - $1.38M
|
283K
$25.5M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
17.2K+ 20.42% |
$1.23M - $1.34M
|
101K
$9.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.6K+ 190.5% |
$1.11M - $1.21M
|
23.7K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
15.4K+ 13.45% |
$1.09M - $1.2M
|
130K
$11.7M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15.3K+ 7.61% |
$1.09M - $1.2M
|
217K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.5KNew |
$1.03M - $1.13M
|
14.5K
$1.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 16.05% |
$1.02M - $1.11M
|
103K
$9.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.6K+ 8.01% |
$970K - $1.06M
|
183K
$16.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 13.17% |
$960K - $1.05M
|
116K
$10.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 6.34% |
$948K - $1.04M
|
223K
$20.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3KNew |
$879K - $963K
|
12.3K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11.9K+ 5.25% |
$851K - $932K
|
239K
$21.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.8K+ 1.51% |
$840K - $920K
|
795K
$71.7M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.84K+ 5.61% |
$701K - $768K
|
185K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
9.42K+ 117.26% |
$671K - $735K
|
17.5K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.73KNew |
$622K - $681K
|
8.73K
$787K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.34K+ 6.06% |
$594K - $651K
|
146K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.91K+ 6.59% |
$563K - $617K
|
128K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
7.81K+ 10.86% |
$556K - $609K
|
79.7K
$7.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7.25KNew |
$516K - $565K
|
7.25K
$653K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
7.2K+ 8.93% |
$513K - $562K
|
87.9K
$7.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6.95K+ 32.68% |
$495K - $542K
|
28.2K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.8KNew |
$484K - $531K
|
6.8K
$613K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.74K+ 8.26% |
$480K - $526K
|
88.3K
$7.96M
|