Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.2K- 12.6% |
$947K - $1.2M
|
98.6K
$6.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 10.98% |
$1.05M - $1.33M
|
127K
$9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-16.8K- 40.55% |
$1.12M - $1.42M
|
24.7K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.3K- 4.76% |
$1.15M - $1.46M
|
346K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-19.9K- 40.46% |
$1.33M - $1.68M
|
29.3K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-20.2K- 8.99% |
$1.35M - $1.71M
|
205K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 30.8% |
$1.35M - $1.71M
|
45.5K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25.1K- 21.56% |
$1.67M - $2.12M
|
91.3K
$6.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.3K- 12.38% |
$1.75M - $2.23M
|
186K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.6K- 94.66% |
$1.77M - $2.25M
|
1.5K
$106K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26.9K- 70.24% |
$1.8M - $2.28M
|
11.4K
$806K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-27K- 11.61% |
$1.8M - $2.29M
|
206K
$14.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-27.2K- 81.04% |
$1.81M - $2.3M
|
6.35K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-28.2K- 7.29% |
$1.88M - $2.39M
|
359K
$25.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.8K- 72.72% |
$2.05M - $2.6M
|
11.5K
$816K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-32K- 33.92% |
$2.13M - $2.7M
|
62.3K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 16.08% |
$2.2M - $2.79M
|
172K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-38.8K- 93.25% |
$2.59M - $3.28M
|
2.81K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-41.8K- 25.49% |
$2.79M - $3.54M
|
122K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.8K- 8.47% |
$3.05M - $3.87M
|
495K
$35M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-47.6K- 77.95% |
$3.17M - $4.02M
|
13.5K
$951K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-68.3K- 7.5% |
$4.56M - $5.78M
|
842K
$59.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-68.8K- 23.14% |
$4.59M - $5.82M
|
229K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-70.7K- 90.43% |
$4.72M - $5.98M
|
7.49K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-81.1K- 26.03% |
$5.41M - $6.86M
|
230K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88.9K- 5.07% |
$5.93M - $7.51M
|
1.66M
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-127K- 7.63% |
$8.47M - $10.7M
|
1.54M
$109M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-188K- 74.54% |
$12.5M - $15.9M
|
64K
$4.53M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-664K- 99.72% |
$44.3M - $56.1M
|
1.87K
$132K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-903K- 92.23% |
$60.2M - $76.4M
|
76.1K
$5.38M
|