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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.3% |
$68.9 - $79.8
|
338
$29.8K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 1.23% |
$68.9 - $79.8
|
82
$7.23K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$68.9 - $79.8
|
1
$88.2
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$68.9 - $79.8
|
9.61K
$847K
|
|
Jan 30, 2023
Q4 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.18% |
$207 - $239
|
1.69K
$149K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6- 13.33% |
$413 - $479
|
39
$3.44K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-12- 0.31% |
$826 - $958
|
3.9K
$344K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-13- 0.12% |
$895 - $1.04K
|
10.5K
$922K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-13- 6.4% |
$895 - $1.04K
|
190
$16.7K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 1.61% |
$895 - $1.04K
|
794
$70K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.6% |
$1.38K - $1.6K
|
3.31K
$291K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20- 0.6% |
$1.38K - $1.6K
|
3.31K
$291K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 6.39% |
$1.72K - $2K
|
366
$32.3K
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
SELL
|
- |
-25- 0.16% |
$1.72K - $2K
|
15.7K
$1.38M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-27- 0.46% |
$1.86K - $2.15K
|
5.83K
$514K
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-33- 0.9% |
$2.27K - $2.63K
|
3.63K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-35- 0.89% |
$2.41K - $2.79K
|
3.89K
$343K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-60- 44.78% |
$4.13K - $4.79K
|
74
$6.52K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-80- 1.18% |
$5.51K - $6.38K
|
6.68K
$588K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.69% |
$6.13K - $7.1K
|
5.18K
$456K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-91- 95.79% |
$6.27K - $7.26K
|
4
$353
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-100- 2.65% |
$6.89K - $7.98K
|
3.67K
$323K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-102- 4.4% |
$7.02K - $8.14K
|
2.22K
$195K
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-108- 0.62% |
$7.44K - $8.62K
|
17.3K
$1.52M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-109- 30.45% |
$7.51K - $8.7K
|
249
$21.9K
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-117- 2.88% |
$8.06K - $9.34K
|
3.94K
$348K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-122- 4.11% |
$8.4K - $9.74K
|
2.85K
$251K
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-127- 1.1% |
$8.75K - $10.1K
|
11.4K
$1M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-129- 1.48% |
$8.88K - $10.3K
|
8.57K
$756K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-132- 0.08% |
$9.09K - $10.5K
|
156K
$13.8M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-149- 0.15% |
$10.3K - $11.9K
|
98.9K
$8.72M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-155- 3.02% |
$10.7K - $12.4K
|
4.97K
$438K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-157- 11.25% |
$10.8K - $12.5K
|
1.24K
$109K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-168- 1.74% |
$11.6K - $13.4K
|
9.47K
$834K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-178- 0.56% |
$12.3K - $14.2K
|
31.4K
$2.77M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-186- 1.1% |
$12.8K - $14.8K
|
16.8K
$1.48M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-189- 2.11% |
$13K - $15.1K
|
8.77K
$773K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-192- 1.16% |
$13.2K - $15.3K
|
16.4K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-195- 1.49% |
$13.4K - $15.6K
|
12.9K
$1.13M
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-200- 4.07% |
$13.8K - $16K
|
4.71K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-208- 3.8% |
$14.3K - $16.6K
|
5.26K
$464K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-223- 0.48% |
$15.4K - $17.8K
|
46.3K
$4.09M
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-229- 17.92% |
$15.8K - $18.3K
|
1.05K
$92.5K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-230- 2.73% |
$15.8K - $18.4K
|
8.2K
$723K
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-244- 2.28% |
$16.8K - $19.5K
|
10.5K
$922K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-255- 3.75% |
$17.6K - $20.3K
|
6.54K
$577K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-259- 6.2% |
$17.8K - $20.7K
|
3.92K
$345K
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-265- 4.42% |
$18.2K - $21.1K
|
5.74K
$506K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-283- 0.82% |
$19.5K - $22.6K
|
34K
$3M
|