Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 39.2% |
$83.5M - $93.6M
|
3.68M
$343M
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
300KNew |
$24.1M - $27.1M
|
300K
$27.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
280KNew |
$22.6M - $25.3M
|
280K
$26.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
215K+ 712.38% |
$17.3M - $19.4M
|
245K
$22.8M
|
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
163KNew |
$13.1M - $14.7M
|
163K
$15.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
117KNew |
$9.43M - $10.6M
|
117K
$10.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
105KNew |
$8.45M - $9.48M
|
105K
$9.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
101KNew |
$8.11M - $9.1M
|
101K
$9.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.1K+ 2070.72% |
$5.81M - $6.51M
|
75.6K
$7.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
62.9KNew |
$5.06M - $5.68M
|
62.9K
$5.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56.1KNew |
$4.52M - $5.07M
|
56.1K
$5.23M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
54.5KNew |
$4.39M - $4.92M
|
54.5K
$5.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.6K+ 20.85% |
$4.15M - $4.66M
|
299K
$27.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51.4K+ 16.33% |
$4.14M - $4.64M
|
366K
$34.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48K+ 18.76% |
$3.86M - $4.33M
|
304K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
45.6K+ 170.16% |
$3.67M - $4.11M
|
72.3K
$6.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
44.9KNew |
$3.61M - $4.05M
|
44.9K
$4.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
36.7KNew |
$2.95M - $3.31M
|
36.7K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36.5K+ 36.17% |
$2.93M - $3.29M
|
137K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.4K+ 6.0% |
$2.93M - $3.28M
|
643K
$59.9M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
31.2KNew |
$2.51M - $2.81M
|
31.2K
$2.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30.7KNew |
$2.47M - $2.77M
|
30.7K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
30.6K+ 223.87% |
$2.46M - $2.76M
|
44.3K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.3K+ 159.29% |
$2.36M - $2.64M
|
47.7K
$4.44M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
28.8KNew |
$2.32M - $2.6M
|
28.8K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.5K+ 2.43% |
$2.29M - $2.57M
|
1.2M
$112M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27.2K+ 63.88% |
$2.19M - $2.45M
|
69.7K
$6.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
25K+ 3.01% |
$2.01M - $2.26M
|
856K
$79.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
23.6KNew |
$1.9M - $2.13M
|
23.6K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.5K+ 10.54% |
$1.65M - $1.86M
|
215K
$20.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
18.9K+ 39.84% |
$1.52M - $1.71M
|
66.4K
$6.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.6KNew |
$1.5M - $1.68M
|
18.6K
$1.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.5K+ 40.1% |
$1.41M - $1.58M
|
61.2K
$5.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 19.3% |
$1.37M - $1.53M
|
105K
$9.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.5K+ 4.83% |
$1.33M - $1.49M
|
359K
$33.5M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
15.6KNew |
$1.26M - $1.41M
|
15.6K
$1.46M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
15.2KNew |
$1.22M - $1.37M
|
15.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
15.1KNew |
$1.21M - $1.36M
|
15.1K
$1.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.7KNew |
$1.19M - $1.33M
|
14.7K
$1.37M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
14.5KNew |
$1.17M - $1.31M
|
14.5K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 16.31% |
$1.16M - $1.31M
|
103K
$9.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 9.46% |
$1.15M - $1.29M
|
166K
$15.5M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
13.5K+ 10.23% |
$1.09M - $1.22M
|
146K
$13.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12K+ 290.26% |
$969K - $1.09M
|
16.2K
$1.51M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
12K+ 4.08% |
$969K - $1.09M
|
307K
$28.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
11.9K+ 51.35% |
$956K - $1.07M
|
35K
$3.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 16.65% |
$839K - $941K
|
73.1K
$6.81M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.1KNew |
$814K - $913K
|
10.1K
$942K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.84K+ 28.33% |
$792K - $889K
|
44.6K
$4.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
9.53K+ 7.86% |
$767K - $860K
|
131K
$12.2M
|