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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
231+ 1.86% |
$18.1K - $20K
|
12.7K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
226+ 1.82% |
$17.7K - $19.5K
|
12.6K
$1.11M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
217+ 6.28% |
$17K - $18.8K
|
3.67K
$324K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
166+ 0.48% |
$13K - $14.4K
|
35.1K
$3.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
150+ 4.82% |
$11.7K - $13K
|
3.26K
$287K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
142+ 5.59% |
$11.1K - $12.3K
|
2.68K
$236K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
137+ 68.5% |
$10.7K - $11.8K
|
337
$29.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
122+ 45.69% |
$9.55K - $10.6K
|
389
$34.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
115+ 1.31% |
$9K - $9.95K
|
8.89K
$784K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
111New |
$8.69K - $9.6K
|
111
$9.78K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
107+ 3.71% |
$8.37K - $9.25K
|
2.99K
$263K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
103+ 28.45% |
$8.06K - $8.91K
|
465
$41K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
101+ 2.5% |
$7.9K - $8.74K
|
4.15K
$366K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
96+ 1.19% |
$7.51K - $8.3K
|
8.16K
$720K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
85New |
$6.65K - $7.35K
|
85
$7.49K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
84+ 0.85% |
$6.57K - $7.27K
|
9.93K
$876K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
71New |
$5.56K - $6.14K
|
71
$6.26K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68+ 1.49% |
$5.32K - $5.88K
|
4.64K
$409K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52New |
$4.07K - $4.5K
|
52
$4.58K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
49+ 96.08% |
$3.83K - $4.24K
|
100
$8.82K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 91.67% |
$3.44K - $3.81K
|
92
$8.11K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 1.15% |
$2.9K - $3.2K
|
3.26K
$287K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
29+ 0.04% |
$2.27K - $2.51K
|
65.8K
$5.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
28+ 0.34% |
$2.19K - $2.42K
|
8.16K
$719K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.45% |
$1.96K - $2.16K
|
5.54K
$488K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23+ 0.61% |
$1.8K - $1.99K
|
3.8K
$335K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
21+ 262.5% |
$1.64K - $1.82K
|
29
$2.56K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 0.23% |
$1.57K - $1.73K
|
8.72K
$769K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.05% |
$1.49K - $1.64K
|
38.6K
$3.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
18+ 0.04% |
$1.41K - $1.56K
|
50.4K
$4.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18+ 0.39% |
$1.41K - $1.56K
|
4.65K
$410K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15+ 214.29% |
$1.17K - $1.3K
|
22
$1.94K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
12+ 57.14% |
$939 - $1.04K
|
33
$2.91K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11+ 0.23% |
$861 - $951
|
4.87K
$429K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$861 - $951
|
11
$970
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.29% |
$783 - $865
|
3.41K
$301K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 0.28% |
$783 - $865
|
3.53K
$311K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.3% |
$704 - $778
|
3.03K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7New |
$548 - $605
|
7
$617
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$470 - $519
|
2.83K
$249K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.15% |
$470 - $519
|
3.92K
$346K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.3% |
$391 - $432
|
1.7K
$150K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.29% |
$313 - $346
|
1.39K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
3+ 0.03% |
$235 - $259
|
10.6K
$936K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3+ 0.05% |
$235 - $259
|
5.46K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.92% |
$78.3 - $86.5
|
53
$4.67K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.43% |
$78.3 - $86.5
|
236
$20.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.49% |
$78.3 - $86.5
|
206
$18.2K
|
|
|
Feb 15, 2022
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$78.3 - $86.5
|
19.9K
$1.76M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
1+ 0.01% |
$78.3 - $86.5
|
11.3K
$997K
|