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 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 1.1% |
$78.3 - $86.5
|
90
$7.03K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5Closed |
$391 - $432
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7- 0.13% |
$548 - $605
|
5.39K
$421K
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
SELL
|
- |
-8- 0.05% |
$626 - $692
|
16.3K
$1.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-12- 0.11% |
$939 - $1.04K
|
10.5K
$822K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-13- 0.43% |
$1.02K - $1.12K
|
3.02K
$236K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19- 0.16% |
$1.49K - $1.64K
|
11.5K
$902K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 2.8% |
$1.49K - $1.64K
|
660
$51.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 23.53% |
$1.57K - $1.73K
|
65
$5.08K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 2.91% |
$1.88K - $2.08K
|
800
$62.5K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-44- 47.83% |
$3.44K - $3.81K
|
48
$3.75K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51Closed |
$3.99K - $4.41K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52Closed |
$4.07K - $4.5K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52- 0.34% |
$4.07K - $4.5K
|
15.3K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-58- 0.48% |
$4.54K - $5.02K
|
12.1K
$944K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-68- 1.83% |
$5.32K - $5.88K
|
3.66K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 3.53% |
$7.12K - $7.87K
|
2.49K
$194K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-111- 0.97% |
$8.69K - $9.6K
|
11.4K
$890K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-115- 1.72% |
$9K - $9.95K
|
6.59K
$515K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-116- 3.25% |
$9.08K - $10K
|
3.46K
$270K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-126- 1.01% |
$9.86K - $10.9K
|
12.3K
$962K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-131- 0.16% |
$10.3K - $11.3K
|
80.6K
$6.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-137- 4.16% |
$10.7K - $11.8K
|
3.16K
$247K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-140- 12.24% |
$11K - $12.1K
|
1K
$78.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-145- 6.98% |
$11.3K - $12.5K
|
1.93K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-146- 2.27% |
$11.4K - $12.6K
|
6.29K
$491K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-146- 5.0% |
$11.4K - $12.6K
|
2.77K
$217K
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-153- 0.68% |
$12K - $13.2K
|
22.5K
$1.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-153- 36.26% |
$12K - $13.2K
|
269
$21K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-165- 36.59% |
$12.9K - $14.3K
|
286
$22.3K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-165- 36.59% |
$12.9K - $14.3K
|
286
$22.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-167- 1.84% |
$13.1K - $14.4K
|
8.92K
$697K
|
|
|
Oct 18, 2021
Q3 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-185- 4.5% |
$14.5K - $16K
|
3.92K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-186Closed |
$14.6K - $16.1K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-191- 8.1% |
$14.9K - $16.5K
|
2.17K
$169K
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-197- 4.6% |
$15.4K - $17K
|
4.08K
$319K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-198- 3.52% |
$15.5K - $17.1K
|
5.43K
$424K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-201- 0.42% |
$15.7K - $17.4K
|
47.4K
$3.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-225- 26.75% |
$17.6K - $19.5K
|
616
$48.1K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-230- 0.15% |
$18K - $19.9K
|
155K
$12.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-234- 0.4% |
$18.3K - $20.2K
|
58.4K
$4.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-237- 0.71% |
$18.5K - $20.5K
|
33.2K
$2.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-245- 0.21% |
$19.2K - $21.2K
|
118K
$9.22M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-251- 4.51% |
$19.6K - $21.7K
|
5.32K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-252- 3.4% |
$19.7K - $21.8K
|
7.17K
$560K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-265- 3.35% |
$20.7K - $22.9K
|
7.65K
$598K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-273- 6.0% |
$21.4K - $23.6K
|
4.28K
$334K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-284- 0.3% |
$22.2K - $24.6K
|
93.7K
$7.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-304- 3.64% |
$23.8K - $26.3K
|
8.04K
$628K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-304- 2.05% |
$23.8K - $26.3K
|
14.5K
$1.13M
|