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 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
160+ 0.2% |
$12.9K - $14.4K
|
80.7K
$7.52M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
160+ 7.0% |
$12.9K - $14.4K
|
2.45K
$228K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
156+ 1114.29% |
$12.6K - $14.1K
|
170
$15.8K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
141+ 3.6% |
$11.3K - $12.7K
|
4.06K
$378K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114+ 1.43% |
$9.17K - $10.3K
|
8.06K
$751K
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 0.33% |
$9.01K - $10.1K
|
34.3K
$3.19M
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
107+ 2.4% |
$8.61K - $9.66K
|
4.57K
$426K
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
99+ 0.47% |
$7.97K - $8.94K
|
21.2K
$1.98M
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
78+ 0.05% |
$6.28K - $7.04K
|
161K
$15M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
69New |
$5.55K - $6.23K
|
69
$6.43K
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
65New |
$5.23K - $5.87K
|
65
$6.06K
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
60+ 0.8% |
$4.83K - $5.42K
|
7.6K
$708K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
57+ 1.23% |
$4.59K - $5.15K
|
4.68K
$436K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
53+ 0.89% |
$4.27K - $4.78K
|
5.99K
$558K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
52+ 0.1% |
$4.18K - $4.69K
|
50.5K
$4.7M
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
50+ 0.35% |
$4.02K - $4.51K
|
14.5K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
42+ 0.95% |
$3.38K - $3.79K
|
4.48K
$418K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
38New |
$3.06K - $3.43K
|
38
$3.54K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36+ 0.33% |
$2.9K - $3.25K
|
11.1K
$1.03M
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
34+ 0.88% |
$2.74K - $3.07K
|
3.9K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
32+ 0.66% |
$2.58K - $2.89K
|
4.9K
$456K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32+ 145.45% |
$2.58K - $2.89K
|
54
$5.03K
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
31+ 0.91% |
$2.49K - $2.8K
|
3.45K
$321K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
27New |
$2.17K - $2.44K
|
27
$2.52K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
26New |
$2.09K - $2.35K
|
26
$2.42K
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
26+ 0.81% |
$2.09K - $2.35K
|
3.24K
$302K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22New |
$1.77K - $1.99K
|
22
$2.05K
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
20New |
$1.61K - $1.81K
|
20
$1.86K
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.57% |
$1.61K - $1.81K
|
3.55K
$331K
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17+ 0.6% |
$1.37K - $1.53K
|
2.84K
$265K
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
17+ 0.15% |
$1.37K - $1.53K
|
11.7K
$1.09M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.86% |
$966 - $1.08K
|
1.41K
$131K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 3.56% |
$966 - $1.08K
|
349
$32.5K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11New |
$885 - $993
|
11
$1.02K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
7+ 0.07% |
$563 - $632
|
10.6K
$989K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.85% |
$483 - $542
|
712
$66.3K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
6New |
$483 - $542
|
6
$559
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.09% |
$402 - $451
|
5.44K
$507K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.05% |
$241 - $271
|
6.43K
$599K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.97% |
$161 - $181
|
208
$19.4K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.11% |
$161 - $181
|
1.75K
$163K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 5.88% |
$80.5 - $90.3
|
18
$1.68K
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$80.5 - $90.3
|
9.07K
$845K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.26% |
$80.5 - $90.3
|
388
$36.1K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7Closed |
$563 - $632
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-9- 0.22% |
$724 - $813
|
4.08K
$380K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-10- 0.03% |
$805 - $903
|
39.7K
$3.69M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-16- 0.13% |
$1.29K - $1.44K
|
12.3K
$1.15M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-17- 0.28% |
$1.37K - $1.53K
|
6.04K
$562K
|