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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
948+ 16.38% |
$63.2K - $80.2K
|
6.74K
$572K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
902+ 7.86% |
$60.1K - $76.3K
|
12.4K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
861+ 3.84% |
$57.4K - $72.8K
|
23.3K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
785+ 2.08% |
$52.3K - $66.4K
|
38.6K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
764+ 2.37% |
$50.9K - $64.6K
|
33K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
756+ 37.04% |
$50.4K - $63.9K
|
2.8K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
741+ 1.35% |
$49.4K - $62.7K
|
55.7K
$4.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
730+ 0.98% |
$48.7K - $61.7K
|
75.3K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
719+ 10.42% |
$47.9K - $60.8K
|
7.62K
$647K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
645+ 10.63% |
$43K - $54.5K
|
6.71K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
625+ 7.56% |
$41.7K - $52.8K
|
8.9K
$756K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
617+ 12.57% |
$41.1K - $52.2K
|
5.53K
$470K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
591+ 4.64% |
$39.4K - $50K
|
13.3K
$1.13M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
579+ 12.35% |
$38.6K - $49K
|
5.27K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
548+ 5.0% |
$36.5K - $46.3K
|
11.5K
$979K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
541+ 2.11% |
$36.1K - $45.7K
|
26.2K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
505+ 827.87% |
$33.7K - $42.7K
|
566
$48.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
500+ 1.39% |
$33.3K - $42.3K
|
36.5K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
500+ 1.39% |
$33.3K - $42.3K
|
36.5K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
499+ 2.95% |
$33.3K - $42.2K
|
17.4K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
495+ 2.27% |
$33K - $41.9K
|
22.3K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
470+ 5.42% |
$31.3K - $39.7K
|
9.15K
$777K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
466+ 5.97% |
$31.1K - $39.4K
|
8.27K
$703K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
453+ 4.16% |
$30.2K - $38.3K
|
11.3K
$963K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450+ 20.3% |
$30K - $38K
|
2.67K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
449+ 12.1% |
$29.9K - $38K
|
4.16K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
405+ 3.15% |
$27K - $34.2K
|
13.3K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
398+ 11.48% |
$26.5K - $33.7K
|
3.86K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
392+ 41.79% |
$26.1K - $33.1K
|
1.33K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
390+ 0.66% |
$26K - $33K
|
59.1K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
374New |
$24.9K - $31.6K
|
374
$31.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
356+ 7.49% |
$23.7K - $30.1K
|
5.11K
$434K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
328+ 11.69% |
$21.9K - $27.7K
|
3.13K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300New |
$20K - $25.4K
|
300
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
298+ 1.94% |
$19.9K - $25.2K
|
15.7K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
290+ 2.86% |
$19.3K - $24.5K
|
10.4K
$886K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
287+ 8.55% |
$19.1K - $24.3K
|
3.65K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
283+ 8.35% |
$18.9K - $23.9K
|
3.67K
$312K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
271+ 23.34% |
$18.1K - $22.9K
|
1.43K
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
271+ 2.29% |
$18.1K - $22.9K
|
12.1K
$1.03M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
268+ 9.57% |
$17.9K - $22.7K
|
3.07K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
251+ 5.72% |
$16.7K - $21.2K
|
4.64K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
251+ 4.47% |
$16.7K - $21.2K
|
5.87K
$499K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$15.6K - $19.8K
|
234
$19.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
215+ 0.45% |
$14.3K - $18.2K
|
47.8K
$4.06M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
197+ 1.64% |
$13.1K - $16.7K
|
12.2K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
197+ 1.64% |
$13.1K - $16.7K
|
12.2K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
188+ 2.65% |
$12.5K - $15.9K
|
7.29K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173New |
$11.5K - $14.6K
|
173
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
171+ 5.87% |
$11.4K - $14.5K
|
3.08K
$262K
|