Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
383K+ 41.69% |
$27.3M - $31.4M
|
1.3M
$117M
|
|
|
Oct 13, 2023
Q3 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
280KNew |
$20M - $22.9M
|
280K
$25.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173K+ 124.91% |
$12.3M - $14.2M
|
312K
$28.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
143KNew |
$10.2M - $11.7M
|
143K
$12.9M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
132K+ 19.28% |
$9.41M - $10.8M
|
818K
$73.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
113KNew |
$8.03M - $9.23M
|
113K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
76.7KNew |
$5.46M - $6.28M
|
76.7K
$6.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
52.8K+ 749.16% |
$3.76M - $4.32M
|
59.8K
$5.39M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.5K+ 859.75% |
$3.45M - $3.97M
|
54.1K
$4.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46KNew |
$3.28M - $3.77M
|
46K
$4.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
41.5KNew |
$2.96M - $3.4M
|
41.5K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.8K+ 12.31% |
$2.84M - $3.26M
|
363K
$32.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
37.1K+ 3.93% |
$2.64M - $3.03M
|
980K
$88.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.7K+ 239.64% |
$2.47M - $2.84M
|
49.2K
$4.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
33.9KNew |
$2.41M - $2.77M
|
33.9K
$3.05M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
31.6K+ 4.97% |
$2.25M - $2.58M
|
666K
$60M
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
29.8K+ 16.12% |
$2.12M - $2.44M
|
215K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.5K+ 63.56% |
$2.1M - $2.41M
|
75.9K
$6.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
28.9K+ 89.76% |
$2.06M - $2.36M
|
61.1K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.5K+ 1.43% |
$1.68M - $1.93M
|
1.67M
$150M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
22.6KNew |
$1.61M - $1.85M
|
22.6K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2K+ 748.74% |
$1.58M - $1.82M
|
25.2K
$2.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
21.4K+ 7.55% |
$1.52M - $1.75M
|
305K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.4K+ 172.57% |
$1.45M - $1.67M
|
32.3K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.9K+ 9.15% |
$1.34M - $1.54M
|
225K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7K+ 169.78% |
$1.26M - $1.45M
|
28.1K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17.5K+ 17.7% |
$1.25M - $1.43M
|
116K
$10.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16.5K+ 11.2% |
$1.18M - $1.35M
|
164K
$14.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15.6K+ 12.99% |
$1.11M - $1.28M
|
136K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 41.49% |
$1.08M - $1.24M
|
51.6K
$4.65M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14.8K+ 14.58% |
$1.05M - $1.21M
|
116K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
14.6K+ 347.62% |
$1.04M - $1.19M
|
18.8K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9K+ 3100.0% |
$986K - $1.13M
|
14.3K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 18.43% |
$939K - $1.08M
|
84.7K
$7.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$893K - $1.03M
|
12.5K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12K+ 4.51% |
$853K - $980K
|
278K
$25M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
11.7KNew |
$832K - $957K
|
11.7K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11.2KNew |
$795K - $914K
|
11.2K
$1.01M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
9.23K+ 7.28% |
$657K - $755K
|
136K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.94K+ 34.26% |
$636K - $732K
|
35K
$3.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.99K+ 3.02% |
$569K - $654K
|
272K
$24.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.9KNew |
$562K - $646K
|
7.9K
$712K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.9KNew |
$491K - $564K
|
6.9K
$622K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.88K+ 31.52% |
$490K - $563K
|
28.7K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.8KNew |
$484K - $556K
|
6.8K
$613K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.44K+ 5.03% |
$458K - $527K
|
134K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.4K+ 7.28% |
$456K - $524K
|
94.3K
$8.5M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.74K+ 2.65% |
$409K - $470K
|
222K
$20.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.66K+ 72.81% |
$403K - $463K
|
13.4K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.56K+ 27.99% |
$396K - $455K
|
25.4K
$2.29M
|