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 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.99KNew |
$156K - $172K
|
1.99K
$156K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.95K+ 7.87% |
$153K - $169K
|
26.8K
$2.09M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.93K+ 10.35% |
$151K - $167K
|
20.6K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.85K+ 21.94% |
$145K - $160K
|
10.3K
$805K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.82K+ 72.56% |
$143K - $158K
|
4.33K
$338K
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
1.81K+ 2.04% |
$141K - $156K
|
90.3K
$7.06M
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.8K+ 1.36% |
$141K - $156K
|
134K
$10.5M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 13.66% |
$129K - $142K
|
13.7K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.59K+ 1.94% |
$124K - $137K
|
83.3K
$6.51M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.57K+ 18.83% |
$123K - $135K
|
9.88K
$772K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.54K+ 8.38% |
$120K - $133K
|
19.9K
$1.56M
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.34K+ 1.15% |
$105K - $116K
|
118K
$9.22M
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
1.3K+ 6.9% |
$101K - $112K
|
20.1K
$1.57M
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.27K+ 0.68% |
$99.4K - $110K
|
188K
$14.7M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.21K+ 3.36% |
$95K - $105K
|
37.3K
$2.91M
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.09K+ 15.16% |
$85.4K - $94.4K
|
8.29K
$647K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.03K+ 2.22% |
$80.7K - $89.2K
|
47.5K
$3.71M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
879+ 24.54% |
$68.8K - $76K
|
4.46K
$348K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
829+ 19.03% |
$64.9K - $71.7K
|
5.19K
$405K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
809+ 2.18% |
$63.3K - $70K
|
37.9K
$2.96M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
809+ 2.18% |
$63.3K - $70K
|
37.9K
$2.96M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
739+ 3.53% |
$57.8K - $63.9K
|
21.7K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
706New |
$55.2K - $61.1K
|
706
$55.1K
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
688+ 3.08% |
$53.8K - $59.5K
|
23.1K
$1.8M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
684+ 3.16% |
$53.5K - $59.2K
|
22.4K
$1.75M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
659+ 21.89% |
$51.6K - $57K
|
3.67K
$287K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
627+ 0.53% |
$49.1K - $54.2K
|
119K
$9.26M
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
623+ 3.82% |
$48.7K - $53.9K
|
16.9K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
605New |
$47.3K - $52.3K
|
605
$47.3K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
597New |
$46.7K - $51.6K
|
597
$46.6K
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
517+ 3.42% |
$40.5K - $44.7K
|
15.6K
$1.22M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
491+ 4.64% |
$38.4K - $42.5K
|
11.1K
$864K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
468+ 0.56% |
$36.6K - $40.5K
|
84.3K
$6.59M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
442+ 1.17% |
$34.6K - $38.2K
|
38.4K
$3M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
441+ 10.5% |
$34.5K - $38.1K
|
4.64K
$363K
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
412+ 7.57% |
$32.2K - $35.6K
|
5.86K
$458K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
377+ 3.4% |
$29.5K - $32.6K
|
11.5K
$895K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
357+ 1115.63% |
$27.9K - $30.9K
|
389
$30.4K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
356+ 0.79% |
$27.9K - $30.8K
|
45.2K
$3.53M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
338+ 1.48% |
$26.4K - $29.2K
|
23.2K
$1.81M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
314+ 4.11% |
$24.6K - $27.2K
|
7.95K
$621K
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
289+ 5.81% |
$22.6K - $25K
|
5.27K
$411K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
269+ 3.72% |
$21K - $23.3K
|
7.49K
$585K
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
266+ 9.02% |
$20.8K - $23K
|
3.22K
$251K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
260+ 0.59% |
$20.3K - $22.5K
|
44.1K
$3.45M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
259+ 57.94% |
$20.3K - $22.4K
|
706
$55.1K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
252+ 420.0% |
$19.7K - $21.8K
|
312
$24.4K
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
249+ 1.19% |
$19.5K - $21.5K
|
21.1K
$1.65M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
238+ 3.85% |
$18.6K - $20.6K
|
6.42K
$501K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
234+ 0.77% |
$18.3K - $20.2K
|
30.7K
$2.4M
|