Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
58.8M+ 107925.01% |
$4.05B - $4.7B
|
58.9M
$5.19B
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
261K+ 35.93% |
$18M - $20.8M
|
988K
$87.1M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
256KNew |
$17.7M - $20.5M
|
256K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
222K+ 17.0% |
$15.3M - $17.7M
|
1.53M
$134M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
168K+ 4395.29% |
$11.6M - $13.4M
|
172K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
140K+ 56.52% |
$9.62M - $11.2M
|
387K
$34.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
139KNew |
$9.58M - $11.1M
|
139K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 73.32% |
$7.95M - $9.21M
|
273K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
89.5KNew |
$6.16M - $7.14M
|
89.5K
$7.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
69KNew |
$4.75M - $5.51M
|
69K
$6.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
62KNew |
$4.27M - $4.95M
|
62K
$5.46M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
58K+ 14.02% |
$3.99M - $4.63M
|
471K
$41.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
52.2K+ 54.95% |
$3.6M - $4.17M
|
147K
$13M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48.8KNew |
$3.36M - $3.89M
|
48.8K
$4.3M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.7KNew |
$3.36M - $3.89M
|
48.7K
$4.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.4K+ 5.67% |
$3.13M - $3.62M
|
847K
$74.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.7K+ 763.01% |
$2.87M - $3.33M
|
47.1K
$4.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.6K+ 9.39% |
$2.79M - $3.24M
|
473K
$41.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.4K+ 12.77% |
$2.78M - $3.22M
|
357K
$31.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
38.9KNew |
$2.68M - $3.1M
|
38.9K
$3.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
37.3K+ 25.73% |
$2.57M - $2.98M
|
182K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
37.3K+ 16.08% |
$2.57M - $2.98M
|
269K
$23.7M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
36.1KNew |
$2.49M - $2.88M
|
36.1K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5K+ 207.42% |
$2.44M - $2.83M
|
52.6K
$4.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
31K+ 875.88% |
$2.13M - $2.47M
|
34.5K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
30.7K+ 17.95% |
$2.11M - $2.45M
|
202K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 8.82% |
$2.06M - $2.39M
|
369K
$32.5M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
29.2K+ 149.61% |
$2.01M - $2.33M
|
48.7K
$4.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28.2K+ 78.45% |
$1.95M - $2.25M
|
64.3K
$5.66M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
23.5KNew |
$1.62M - $1.88M
|
23.5K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.4KNew |
$1.61M - $1.86M
|
23.4K
$2.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
22.6K+ 25.57% |
$1.55M - $1.8M
|
111K
$9.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.4K+ 60.33% |
$1.47M - $1.71M
|
56.9K
$5.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
21K+ 4.91% |
$1.45M - $1.68M
|
449K
$39.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21K+ 24.64% |
$1.45M - $1.68M
|
106K
$9.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.9K+ 388.78% |
$1.44M - $1.66M
|
26.2K
$2.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
20.9K+ 46.86% |
$1.44M - $1.66M
|
65.4K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.4K+ 7.4% |
$1.41M - $1.63M
|
296K
$26.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
20.1K+ 5991.34% |
$1.38M - $1.6M
|
20.4K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
19.8KNew |
$1.36M - $1.58M
|
19.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$1.36M - $1.58M
|
19.7K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
19.5KNew |
$1.34M - $1.56M
|
19.5K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19K+ 2.51% |
$1.31M - $1.52M
|
775K
$68.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
18.8K+ 108.61% |
$1.29M - $1.5M
|
36K
$3.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
15.5K+ 32.26% |
$1.07M - $1.24M
|
63.6K
$5.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
14.8KNew |
$1.02M - $1.18M
|
14.8K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4KNew |
$989K - $1.15M
|
14.4K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.7K+ 12.22% |
$940K - $1.09M
|
125K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13.3K+ 6.65% |
$914K - $1.06M
|
213K
$18.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.9K+ 148.78% |
$887K - $1.03M
|
21.5K
$1.9M
|