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 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.53K+ 22.54% |
$105K - $122K
|
8.3K
$639K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.52K+ 24.81% |
$105K - $122K
|
7.66K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.38K+ 35.79% |
$95K - $110K
|
5.23K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.34K+ 3.9% |
$91.9K - $107K
|
35.5K
$2.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.33K+ 5.19% |
$91.6K - $106K
|
26.9K
$2.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.3K+ 245.18% |
$89.3K - $104K
|
1.83K
$140K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2K+ 421.75% |
$82.8K - $95.9K
|
1.49K
$114K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.15K+ 10.52% |
$78.8K - $91.4K
|
12K
$925K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.12K+ 8.53% |
$77.4K - $89.7K
|
14.3K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.04KNew |
$71.3K - $82.6K
|
1.04K
$79.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
979New |
$67.4K - $78.1K
|
979
$75.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
946New |
$65.1K - $75.5K
|
946
$72.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
902+ 1.32% |
$62.1K - $72K
|
69.4K
$5.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
845+ 1.74% |
$58.2K - $67.4K
|
49.3K
$3.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
801+ 29.9% |
$55.2K - $63.9K
|
3.48K
$268K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
786+ 0.44% |
$54.1K - $62.7K
|
180K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
763+ 2.11% |
$52.5K - $60.9K
|
37K
$2.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
747+ 15.33% |
$51.4K - $59.6K
|
5.62K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
733+ 0.78% |
$50.5K - $58.5K
|
94.7K
$7.28M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
702New |
$48.3K - $56K
|
702
$54K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
668+ 8.22% |
$46K - $53.3K
|
8.8K
$677K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
632+ 3.86% |
$43.5K - $50.4K
|
17K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
629+ 0.88% |
$43.3K - $50.2K
|
72K
$5.54M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
619+ 3.71% |
$42.6K - $49.4K
|
17.3K
$1.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
590+ 12.07% |
$40.6K - $47.1K
|
5.48K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
588+ 1.64% |
$40.5K - $46.9K
|
36.5K
$2.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
573+ 12.71% |
$39.5K - $45.7K
|
5.08K
$391K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
540+ 12.35% |
$37.2K - $43.1K
|
4.91K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
538+ 5.07% |
$37K - $42.9K
|
11.1K
$857K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
507+ 5.98% |
$34.9K - $40.5K
|
8.98K
$691K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
506+ 3.77% |
$34.8K - $40.4K
|
13.9K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
505+ 13.11% |
$34.8K - $40.3K
|
4.36K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500+ 100.0% |
$34.4K - $39.9K
|
1K
$76.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
500+ 15.6% |
$34.4K - $39.9K
|
3.71K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
485+ 12.44% |
$33.4K - $38.7K
|
4.39K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
468+ 7.33% |
$32.2K - $37.3K
|
6.85K
$527K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
449New |
$30.9K - $35.8K
|
449
$34.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
444+ 1.74% |
$30.6K - $35.4K
|
25.9K
$1.99M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
429+ 1.15% |
$29.5K - $34.2K
|
37.6K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
404+ 13.29% |
$27.8K - $32.2K
|
3.45K
$265K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
403+ 0.41% |
$27.8K - $32.2K
|
98.3K
$7.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
383+ 3.37% |
$26.4K - $30.6K
|
11.7K
$903K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
376+ 4.52% |
$25.9K - $30K
|
8.7K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
352+ 2.9% |
$24.2K - $28.1K
|
12.5K
$959K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
343+ 5.15% |
$23.6K - $27.4K
|
7K
$539K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
340+ 127.34% |
$23.4K - $27.1K
|
607
$46.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
299+ 439.71% |
$20.6K - $23.9K
|
367
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
268New |
$18.5K - $21.4K
|
268
$20.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
263+ 4.46% |
$18.1K - $21K
|
6.16K
$474K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$17.9K - $20.7K
|
260
$20K
|