Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.83K+ 3.36% |
$123K - $150K
|
56.1K
$4.94M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 49.64% |
$113K - $138K
|
5.06K
$445K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.48K+ 13.66% |
$99.5K - $122K
|
12.3K
$1.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.34K+ 3.55% |
$90.2K - $111K
|
39.2K
$3.45M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.25K+ 1.78% |
$83.8K - $103K
|
71.2K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.23K+ 5.84% |
$82.2K - $101K
|
22.2K
$1.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.22K+ 3.06% |
$81.6K - $100K
|
41K
$3.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.18K+ 4.47% |
$79.4K - $97.4K
|
27.7K
$2.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 30.88% |
$77.3K - $94.8K
|
4.88K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.11K+ 3.34% |
$74.3K - $91.1K
|
34.2K
$3.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1K+ 2.32% |
$73.7K - $90.4K
|
48.5K
$4.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.02K+ 1.54% |
$68.5K - $84K
|
67.3K
$5.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
999+ 1.75% |
$67.1K - $82.2K
|
58.2K
$5.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
969+ 33.62% |
$65.1K - $79.8K
|
3.85K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
963+ 11.52% |
$64.7K - $79.3K
|
9.32K
$821K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
954+ 18.36% |
$64.1K - $78.5K
|
6.15K
$542K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
939+ 0.7% |
$63K - $77.3K
|
134K
$11.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
927+ 85.75% |
$62.2K - $76.3K
|
2.01K
$177K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
816+ 17.54% |
$54.8K - $67.2K
|
5.47K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
774+ 1.67% |
$52K - $63.7K
|
47.2K
$4.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
770+ 8.81% |
$51.7K - $63.4K
|
9.51K
$838K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
746+ 12.37% |
$50.1K - $61.4K
|
6.78K
$597K
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
696+ 0.78% |
$46.7K - $57.3K
|
89.4K
$7.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
625+ 2.37% |
$42K - $51.4K
|
26.9K
$2.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
623+ 14.58% |
$41.8K - $51.3K
|
4.9K
$431K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
604+ 0.43% |
$40.6K - $49.7K
|
143K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
571+ 4.53% |
$38.3K - $47K
|
13.2K
$1.16M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
554+ 117.12% |
$37.2K - $45.6K
|
1.03K
$90.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
547+ 1.76% |
$36.7K - $45K
|
31.6K
$2.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
535+ 25.56% |
$35.9K - $44K
|
2.63K
$231K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
530+ 6.8% |
$35.6K - $43.6K
|
8.33K
$733K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500New |
$33.6K - $41.2K
|
500
$44K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
480+ 8.48% |
$32.2K - $39.5K
|
6.14K
$541K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
463+ 11.44% |
$31.1K - $38.1K
|
4.51K
$397K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
461+ 3.55% |
$31K - $37.9K
|
13.4K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
425+ 5.3% |
$28.5K - $35K
|
8.44K
$743K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
408+ 6.83% |
$27.4K - $33.6K
|
6.38K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
403+ 0.48% |
$27.1K - $33.2K
|
84.1K
$7.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
399+ 11.35% |
$26.8K - $32.8K
|
3.91K
$345K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
397+ 0.12% |
$26.7K - $32.7K
|
336K
$29.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
379+ 9.93% |
$25.4K - $31.2K
|
4.19K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
376+ 9.94% |
$25.2K - $31K
|
4.16K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
366New |
$24.6K - $30.1K
|
366
$32.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
342+ 0.96% |
$23K - $28.2K
|
35.9K
$3.17M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
327+ 0.35% |
$22K - $26.9K
|
94K
$8.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
317+ 3.8% |
$21.3K - $26.1K
|
8.66K
$762K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
290+ 7.41% |
$19.5K - $23.9K
|
4.21K
$370K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
288+ 600.0% |
$19.3K - $23.7K
|
336
$29.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
270New |
$18.1K - $22.2K
|
270
$23.8K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
269+ 2.1% |
$18.1K - $22.1K
|
13.1K
$1.15M
|