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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 0.04% |
$1.42K - $1.64K
|
50.2K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
19New |
$1.35K - $1.55K
|
19
$1.71K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
19+ 0.29% |
$1.35K - $1.55K
|
6.58K
$593K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
17+ 0.52% |
$1.21K - $1.39K
|
3.29K
$296K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
16+ 0.44% |
$1.14K - $1.31K
|
3.69K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
16New |
$1.14K - $1.31K
|
16
$1.44K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
12+ 0.53% |
$854 - $982
|
2.26K
$204K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.13% |
$783 - $900
|
8.7K
$784K
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$783 - $900
|
2.9K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.07% |
$285 - $327
|
5.49K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.46% |
$214 - $246
|
656
$59.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.05% |
$214 - $246
|
5.51K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.54% |
$142 - $164
|
372
$33.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.58% |
$142 - $164
|
344
$31K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.78% |
$142 - $164
|
260
$23.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.1% |
$71.2 - $81.8
|
1.01K
$91.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
1+ 0.01% |
$71.2 - $81.8
|
15.2K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1+ 0.03% |
$71.2 - $81.8
|
3.69K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$71.2 - $81.8
|
6.89K
$621K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.44% |
$71.2 - $81.8
|
230
$20.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1- 0.03% |
$71.2 - $81.8
|
3.72K
$335K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5- 0.08% |
$356 - $409
|
6.07K
$547K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-11- 0.9% |
$783 - $900
|
1.21K
$109K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.3% |
$997 - $1.15K
|
4.65K
$419K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14- 0.15% |
$997 - $1.15K
|
9.14K
$824K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 0.04% |
$1.07K - $1.23K
|
36K
$3.24M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 0.04% |
$1.07K - $1.23K
|
36K
$3.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-17- 0.52% |
$1.21K - $1.39K
|
3.23K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-23- 0.78% |
$1.64K - $1.88K
|
2.91K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.51% |
$1.78K - $2.05K
|
4.86K
$438K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-27- 7.32% |
$1.92K - $2.21K
|
342
$30.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.81% |
$2.14K - $2.46K
|
3.7K
$333K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 9.97% |
$2.21K - $2.54K
|
280
$25.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 0.62% |
$2.35K - $2.7K
|
5.33K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-38- 1.02% |
$2.71K - $3.11K
|
3.67K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 2.03% |
$3.13K - $3.6K
|
2.12K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-49- 74.24% |
$3.49K - $4.01K
|
17
$1.53K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-51- 4.66% |
$3.63K - $4.17K
|
1.04K
$94K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-53- 1.86% |
$3.77K - $4.34K
|
2.8K
$252K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-60- 1.69% |
$4.27K - $4.91K
|
3.48K
$314K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-65- 84.42% |
$4.63K - $5.32K
|
12
$1.08K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-70- 0.16% |
$4.98K - $5.73K
|
42.9K
$3.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-70- 4.95% |
$4.98K - $5.73K
|
1.35K
$121K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-72- 0.17% |
$5.13K - $5.89K
|
43K
$3.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-73- 2.51% |
$5.2K - $5.97K
|
2.83K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-75- 0.76% |
$5.34K - $6.14K
|
9.83K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-75- 2.61% |
$5.34K - $6.14K
|
2.8K
$252K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-80- 0.61% |
$5.7K - $6.55K
|
13.1K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-82- 0.85% |
$5.84K - $6.71K
|
9.54K
$859K
|