Purchases and Sales Made in Q2 2023 in Spdr S&P 600 Small Cap Value E (SLYV)

SLYV Quotes by TradingView

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 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
6.14K
New
$437K - $479K
6.14K $553K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
5.62K
New
$401K - $439K
5.62K $507K
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
5.52K
New
$393K - $430K
5.52K $497K
Aug 07, 2023 Q2 2023
Reston Wealth Management LLC

BUY
 -
5.39K
+ 3.56%
$384K - $420K
157K $14.1M
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

BUY
 -
5.26K
+ 11.8%
$375K - $411K
49.8K $4.49M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
5.11K
+ 8.92%
$364K - $398K
62.3K $5.62M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.89K
New
$349K - $382K
4.89K $441K
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
4.67K
+ 5.15%
$333K - $365K
95.4K $8.6M
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
4.64K
+ 2.93%
$331K - $362K
163K $14.7M
Aug 03, 2023 Q2 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
4.56K
+ 16.97%
$325K - $356K
31.5K $2.84M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
4.3K
+ 19.35%
$306K - $335K
26.5K $2.39M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
4.2K
New
$299K - $328K
4.2K $378K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
4.03K
+ 10.31%
$287K - $314K
43.1K $3.89M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.02K
+ 97.62%
$287K - $314K
8.14K $734K
Aug 14, 2023 Q2 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
4.01K
New
$286K - $313K
4.01K $361K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
3.89K
+ 141.38%
$277K - $303K
6.63K $598K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
3.53K
+ 29.63%
$251K - $275K
15.4K $1.39M
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
3.33K
+ 2.22%
$237K - $260K
153K $13.8M
Jul 14, 2023 Q2 2023
Landmark Wealth Management, LLC

BUY
 -
3.33K
New
$237K - $260K
3.33K $300K
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
3.27K
New
$233K - $255K
3.27K $295K
Jul 24, 2023 Q2 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
2.98K
+ 16.89%
$212K - $232K
20.6K $1.86M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.95K
New
$210K - $230K
2.95K $266K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.95K
+ 12.63%
$210K - $230K
26.3K $2.37M
Jul 11, 2023 Q2 2023
New Hampshire Trust

Concord, NH
BUY
 -
2.9K
+ 1.17%
$207K - $227K
251K $22.6M
Jul 26, 2023 Q2 2023
Acas, LLC

BUY
 -
2.9K
New
$207K - $226K
2.9K $262K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.84K
New
$203K - $222K
2.84K $256K
Jul 05, 2023 Q2 2023
Marotta Asset Management

BUY
 -
2.82K
+ 6.96%
$201K - $220K
43.4K $3.91M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2.82K
New
$201K - $220K
2.82K $254K
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
2.72K
+ 5.57%
$194K - $212K
51.6K $4.65M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
2.69K
New
$192K - $210K
2.69K $243K
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
2.62K
New
$187K - $205K
2.62K $236K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
2.6K
+ 3.47%
$185K - $203K
77.6K $6.99M
Aug 14, 2023 Q2 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
2.57K
+ 2.6%
$183K - $201K
102K $9.16M
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
2.5K
+ 5.2%
$178K - $195K
50.6K $4.56M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
2.49K
+ 15.85%
$177K - $194K
18.2K $1.64M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
2.36K
+ 8.57%
$168K - $184K
29.9K $2.7M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
2.28K
+ 2.09%
$163K - $178K
112K $10.1M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.28K
+ 1.51%
$163K - $178K
153K $13.8M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.28K
+ 1.83%
$162K - $178K
126K $11.4M
Aug 10, 2023 Q2 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
2.26K
+ 3.15%
$161K - $177K
74.2K $6.69M
Jul 26, 2023 Q2 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
2.26K
+ 23.84%
$161K - $176K
11.7K $1.06M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
2.25K
+ 1.26%
$160K - $176K
181K $16.3M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
2.17K
+ 19.76%
$155K - $170K
13.2K $1.19M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.12K
+ 10.73%
$151K - $165K
21.8K $1.97M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
2.1K
+ 27.47%
$149K - $164K
9.73K $877K
Aug 08, 2023 Q2 2023
Blue Barn Wealth, LLC

BUY
 -
2.09K
+ 7.53%
$149K - $163K
29.8K $2.69M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
2.03K
+ 3.82%
$145K - $159K
55.2K $4.98M
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
1.87K
+ 1.97%
$133K - $146K
96.8K $8.72M
Aug 07, 2023 Q2 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
1.83K
+ 2.95%
$130K - $142K
63.6K $5.73M

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