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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.55K- 18.32% |
$104K - $127K
|
6.89K
$611K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.55K- 2.82% |
$104K - $128K
|
53.3K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.57K- 0.41% |
$105K - $129K
|
378K
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.58K- 7.3% |
$106K - $130K
|
20K
$1.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.64K- 75.57% |
$110K - $135K
|
529
$46.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.68K- 6.22% |
$113K - $138K
|
25.3K
$2.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.7K- 7.03% |
$114K - $140K
|
22.4K
$1.99M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.71K- 1.51% |
$115K - $141K
|
111K
$9.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.78K- 1.61% |
$120K - $147K
|
109K
$9.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.99K- 1.14% |
$133K - $164K
|
173K
$15.3M
|
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.99K- 1.03% |
$134K - $164K
|
191K
$16.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 1.33% |
$142K - $174K
|
157K
$14M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.34K- 47.84% |
$157K - $193K
|
2.55K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-2.35K- 14.61% |
$158K - $194K
|
13.7K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.39K- 5.68% |
$161K - $197K
|
39.7K
$3.52M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-2.52K- 9.0% |
$169K - $207K
|
25.5K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.76K- 5.86% |
$186K - $228K
|
44.4K
$3.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-2.88K- 2.83% |
$193K - $237K
|
99.1K
$8.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.92K- 26.33% |
$196K - $240K
|
8.16K
$723K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-3.06K- 6.83% |
$205K - $252K
|
41.8K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.16K- 5.47% |
$212K - $260K
|
54.5K
$4.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.31K- 3.79% |
$222K - $273K
|
84K
$7.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.5K- 34.4% |
$235K - $288K
|
6.67K
$591K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.56K- 22.33% |
$239K - $293K
|
12.4K
$1.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 11.62% |
$239K - $293K
|
27.1K
$2.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-3.65K- 4.38% |
$245K - $301K
|
79.8K
$7.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.66K- 8.64% |
$246K - $302K
|
38.7K
$3.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.78K- 5.55% |
$254K - $311K
|
64.3K
$5.69M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-3.79K- 1.09% |
$254K - $312K
|
343K
$30.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.89K- 5.26% |
$261K - $320K
|
70K
$6.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.07K- 2.24% |
$273K - $335K
|
178K
$15.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.42K- 4.06% |
$296K - $364K
|
104K
$9.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.45K- 40.6% |
$299K - $366K
|
6.51K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.53K- 47.1% |
$304K - $373K
|
5.09K
$451K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.57K- 19.03% |
$307K - $377K
|
19.5K
$1.73M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-4.6K- 4.65% |
$309K - $379K
|
94.5K
$8.37M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.46K- 14.06% |
$366K - $449K
|
33.4K
$2.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.65K- 29.39% |
$379K - $465K
|
13.6K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.83K- 30.7% |
$392K - $480K
|
13.2K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.18K- 45.93% |
$415K - $509K
|
7.27K
$645K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.45K- 15.83% |
$433K - $531K
|
34.3K
$3.04M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.45K- 15.83% |
$433K - $531K
|
34.3K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-8.18K- 55.13% |
$549K - $674K
|
6.66K
$590K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-8.23K- 6.4% |
$552K - $677K
|
120K
$10.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.75K- 3.64% |
$587K - $720K
|
232K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.29K- 39.93% |
$624K - $765K
|
14K
$1.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-9.39K- 3.63% |
$631K - $773K
|
249K
$22.1M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-9.5K- 61.71% |
$638K - $782K
|
5.9K
$523K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9.88K- 16.7% |
$663K - $813K
|
49.3K
$4.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-9.92K- 7.14% |
$666K - $816K
|
129K
$11.4M
|