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 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 81.84% |
$470K - $519K
|
13.3K
$1.18M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.74K+ 19.79% |
$449K - $497K
|
34.7K
$3.06M
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
5.21K+ 6.24% |
$408K - $450K
|
88.7K
$7.82M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.72KNew |
$370K - $408K
|
4.72K
$416K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.44K+ 3.8% |
$348K - $384K
|
121K
$10.7M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.44K+ 17.68% |
$347K - $384K
|
29.5K
$2.6M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.42K+ 1.73% |
$346K - $383K
|
260K
$22.9M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.27K+ 2.73% |
$334K - $369K
|
161K
$14.2M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.99K+ 11.35% |
$312K - $345K
|
39.1K
$3.45M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.96K+ 1623.36% |
$310K - $343K
|
4.21K
$371K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.96KNew |
$310K - $343K
|
3.96K
$349K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.95KNew |
$309K - $342K
|
3.95K
$349K
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
3.87KNew |
$302K - $334K
|
3.87K
$341K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8KNew |
$297K - $329K
|
3.8K
$335K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.75K+ 3.87% |
$294K - $324K
|
101K
$8.88M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.61KNew |
$282K - $312K
|
3.61K
$318K
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
3.57KNew |
$280K - $309K
|
3.57K
$315K
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.54KNew |
$277K - $307K
|
3.54K
$312K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 10.85% |
$277K - $306K
|
36.1K
$3.19M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.51K+ 59.3% |
$275K - $304K
|
9.44K
$832K
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
3.49K+ 9.46% |
$273K - $302K
|
40.3K
$3.56M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.43KNew |
$269K - $297K
|
3.43K
$303K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.19K+ 31.22% |
$250K - $276K
|
13.4K
$1.18M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.14K+ 1.77% |
$245K - $271K
|
180K
$15.9M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3KNew |
$235K - $259K
|
3K
$264K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.94K+ 30.53% |
$230K - $254K
|
12.6K
$1.11M
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.92KNew |
$228K - $253K
|
2.92K
$257K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.89K+ 4.17% |
$226K - $250K
|
72.1K
$6.36M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.81KNew |
$220K - $243K
|
2.81K
$247K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.68K+ 54.28% |
$209K - $232K
|
7.61K
$671K
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.64K+ 11.34% |
$206K - $228K
|
25.9K
$2.28M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.63K+ 1.42% |
$206K - $227K
|
188K
$16.6M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.62KNew |
$205K - $227K
|
2.62K
$231K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.59K+ 8.93% |
$202K - $224K
|
31.6K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
2.55K+ 51.57% |
$199K - $220K
|
7.48K
$660K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.49K+ 51.01% |
$195K - $215K
|
7.37K
$650K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48K+ 16.09% |
$194K - $214K
|
17.9K
$1.57M
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.47K+ 16.94% |
$193K - $214K
|
17.1K
$1.5M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.45K+ 12.34% |
$192K - $212K
|
22.3K
$1.97M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.41K+ 25.43% |
$188K - $208K
|
11.9K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.39K+ 5.78% |
$187K - $207K
|
43.7K
$3.85M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 2.64% |
$181K - $200K
|
89.5K
$7.89M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.29KNew |
$179K - $198K
|
2.29K
$202K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.28K+ 23.45% |
$178K - $197K
|
12K
$1.06M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.27K+ 2.9% |
$178K - $197K
|
80.6K
$7.1M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.24K+ 10.57% |
$175K - $194K
|
23.4K
$2.07M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.15K+ 6.39% |
$168K - $186K
|
35.8K
$3.15M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11K+ 430.35% |
$165K - $183K
|
2.6K
$230K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.1K+ 23.1% |
$164K - $181K
|
11.2K
$985K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.02K+ 2.31% |
$158K - $174K
|
89.1K
$7.86M
|