Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
568K+ 321.15% |
$44.4M - $49.1M
|
744K
$65.6M
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
322K+ 8809.31% |
$25.2M - $27.8M
|
325K
$28.7M
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
315K+ 344.48% |
$24.6M - $27.2M
|
406K
$35.8M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
248KNew |
$19.4M - $21.4M
|
248K
$21.8M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
97.3KNew |
$7.62M - $8.42M
|
97.3K
$8.58M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.3KNew |
$6.83M - $7.55M
|
87.3K
$7.69M
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
82.5K+ 23.13% |
$6.46M - $7.14M
|
439K
$38.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.2K+ 2.96% |
$5.96M - $6.59M
|
2.65M
$233M
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
60.3KNew |
$4.72M - $5.22M
|
60.3K
$5.32M
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57.8KNew |
$4.52M - $5M
|
57.8K
$5.09M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
54.3K+ 34.03% |
$4.25M - $4.69M
|
214K
$18.8M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.2K+ 15.18% |
$3.53M - $3.91M
|
343K
$30.2M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
42.5KNew |
$3.33M - $3.68M
|
42.5K
$3.75M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
41.5K+ 6.38% |
$3.25M - $3.59M
|
692K
$61M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
39.7KNew |
$3.1M - $3.43M
|
39.7K
$3.5M
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
39.5K+ 8.34% |
$3.09M - $3.42M
|
513K
$45.2M
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
38.6KNew |
$3.02M - $3.34M
|
38.6K
$3.4M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37.1K+ 7.25% |
$2.9M - $3.21M
|
549K
$48.4M
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
34.3KNew |
$2.69M - $2.97M
|
34.3K
$3.03M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33K+ 2.9% |
$2.59M - $2.86M
|
1.17M
$103M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
30.4K+ 5.49% |
$2.38M - $2.63M
|
584K
$51.5M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
25K+ 4.65% |
$1.95M - $2.16M
|
562K
$49.5M
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
22.2K+ 8.12% |
$1.74M - $1.92M
|
295K
$26M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1K+ 2.3% |
$1.73M - $1.91M
|
984K
$86.7M
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
21.3K+ 2.63% |
$1.67M - $1.84M
|
831K
$73.3M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 9.04% |
$1.66M - $1.83M
|
256K
$22.5M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.57M - $1.73M
|
20K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.9K+ 6.76% |
$1.56M - $1.72M
|
315K
$27.7M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
18.5K+ 43.81% |
$1.45M - $1.6M
|
60.8K
$5.36M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18.2KNew |
$1.43M - $1.58M
|
18.2K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
17.8K+ 8.09% |
$1.39M - $1.54M
|
237K
$20.9M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
16.5K+ 1120.57% |
$1.29M - $1.42M
|
17.9K
$1.58M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
15.9K+ 16.11% |
$1.25M - $1.38M
|
115K
$10.1M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.7K+ 2.58% |
$1.23M - $1.36M
|
625K
$55.1M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
14K+ 10.47% |
$1.1M - $1.21M
|
148K
$13.1M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7K+ 7.08% |
$997K - $1.1M
|
193K
$17M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
12.2K+ 3.97% |
$954K - $1.05M
|
319K
$28.1M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 8.58% |
$937K - $1.04M
|
152K
$13.4M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.7K+ 8466.67% |
$835K - $923K
|
10.8K
$951K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10.5K+ 13.84% |
$821K - $908K
|
86.4K
$7.61M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
9.15K+ 7.42% |
$716K - $792K
|
132K
$11.7M
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
8.07K+ 9.5% |
$631K - $698K
|
93K
$8.2M
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.59KNew |
$594K - $657K
|
7.59K
$669K
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.51K+ 7.5% |
$587K - $649K
|
108K
$9.49M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.4K+ 6.8% |
$579K - $640K
|
116K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7.31KNew |
$572K - $632K
|
7.31K
$644K
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.23K+ 13.04% |
$565K - $625K
|
62.6K
$5.52M
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.09K+ 9.59% |
$555K - $613K
|
81K
$7.14M
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.83K+ 7.35% |
$534K - $591K
|
99.7K
$8.79M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.63K+ 12.72% |
$519K - $573K
|
58.7K
$5.18M
|