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 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
229+ 11.83% |
$15.8K - $18.3K
|
2.17K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
224+ 7.5% |
$15.4K - $17.9K
|
3.21K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
215+ 20.57% |
$14.8K - $17.2K
|
1.26K
$111K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
213New |
$14.7K - $17K
|
213
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
208+ 9.67% |
$14.3K - $16.6K
|
2.36K
$208K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
199+ 12.12% |
$13.7K - $15.9K
|
1.84K
$162K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
195New |
$13.4K - $15.6K
|
195
$17.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
194+ 2.53% |
$13.4K - $15.5K
|
7.86K
$693K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
190New |
$13.1K - $15.2K
|
190
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
186+ 2.22% |
$12.8K - $14.8K
|
8.56K
$755K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
182+ 3.79% |
$12.5K - $14.5K
|
4.99K
$440K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
172+ 0.27% |
$11.8K - $13.7K
|
64.4K
$5.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 7.1% |
$11.6K - $13.5K
|
2.55K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
167+ 0.36% |
$11.5K - $13.3K
|
46.9K
$4.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
163+ 4.94% |
$11.2K - $13K
|
3.46K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
159+ 0.36% |
$10.9K - $12.7K
|
44.5K
$3.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
147+ 0.07% |
$10.1K - $11.7K
|
213K
$18.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
140+ 1.55% |
$9.64K - $11.2K
|
9.18K
$809K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130+ 4.24% |
$8.95K - $10.4K
|
3.2K
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
127+ 2.32% |
$8.75K - $10.1K
|
5.6K
$493K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
121+ 2.07% |
$8.33K - $9.66K
|
5.97K
$527K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
117+ 1.75% |
$8.06K - $9.34K
|
6.79K
$599K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
109+ 1.25% |
$7.51K - $8.7K
|
8.81K
$777K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
105+ 0.48% |
$7.23K - $8.38K
|
22.2K
$1.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$6.61K - $7.66K
|
96
$8.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
81+ 1.63% |
$5.58K - $6.46K
|
5.04K
$444K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.27% |
$3.86K - $4.47K
|
20.7K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
54+ 0.36% |
$3.72K - $4.31K
|
15K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44+ 0.9% |
$3.03K - $3.51K
|
4.96K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
44+ 1.26% |
$3.03K - $3.51K
|
3.53K
$311K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
35New |
$2.41K - $2.79K
|
35
$3.09K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34+ 1.05% |
$2.34K - $2.71K
|
3.26K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 11.65% |
$2.13K - $2.47K
|
297
$26.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
24+ 0.22% |
$1.65K - $1.92K
|
10.9K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
23+ 0.42% |
$1.58K - $1.84K
|
5.5K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
18+ 0.36% |
$1.24K - $1.44K
|
4.95K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17+ 0.03% |
$1.17K - $1.36K
|
62.8K
$5.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 0.03% |
$1.17K - $1.36K
|
50.1K
$4.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.44% |
$1.1K - $1.28K
|
3.68K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13New |
$895 - $1.04K
|
13
$1.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$620 - $718
|
9
$793
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.41% |
$620 - $718
|
2.23K
$196K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7+ 0.17% |
$482 - $559
|
4.05K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$482 - $559
|
7
$617
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 35.29% |
$413 - $479
|
23
$2.03K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.41% |
$413 - $479
|
1.48K
$131K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.42% |
$207 - $239
|
723
$63.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.07% |
$138 - $160
|
3.07K
$270K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.79% |
$138 - $160
|
256
$22.6K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.1% |
$68.9 - $79.8
|
1.01K
$88.8K
|