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 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
163+ 3.65% |
$10.9K - $13.8K
|
4.63K
$416K
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
157+ 4.33% |
$10.5K - $13.3K
|
3.79K
$340K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
142New |
$9.47K - $12K
|
142
$12.7K
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
BUY
|
- |
126+ 0.83% |
$8.4K - $10.7K
|
15.4K
$1.38M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
123+ 2.8% |
$8.2K - $10.4K
|
4.52K
$405K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
122+ 0.22% |
$8.13K - $10.3K
|
56.5K
$5.06M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
120New |
$8K - $10.1K
|
120
$10.8K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
116+ 7.88% |
$7.73K - $9.81K
|
1.59K
$142K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
111New |
$7.4K - $9.39K
|
111
$9.95K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105New |
$7K - $8.88K
|
105
$9.42K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
101+ 0.41% |
$6.73K - $8.54K
|
24.8K
$2.22M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 5.26% |
$6.67K - $8.46K
|
2K
$179K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
96+ 2.36% |
$6.4K - $8.12K
|
4.17K
$374K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
92+ 2.69% |
$6.13K - $7.78K
|
3.51K
$315K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$4.67K - $5.92K
|
70
$6.28K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
68New |
$4.53K - $5.75K
|
68
$6.1K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.46% |
$4.47K - $5.66K
|
4.65K
$417K
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
63+ 0.7% |
$4.2K - $5.33K
|
9.04K
$810K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
57+ 6.59% |
$3.8K - $4.82K
|
922
$82.7K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$3.6K - $4.57K
|
54
$4.84K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
53New |
$3.53K - $4.48K
|
53
$4.75K
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
52+ 0.31% |
$3.47K - $4.4K
|
17K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51New |
$3.4K - $4.31K
|
51
$4.57K
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
40+ 0.52% |
$2.67K - $3.38K
|
7.67K
$688K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
39+ 0.37% |
$2.6K - $3.3K
|
10.7K
$960K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
38+ 0.06% |
$2.53K - $3.21K
|
59.7K
$5.36M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
37New |
$2.47K - $3.13K
|
37
$3.32K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$2.27K - $2.87K
|
34
$3.05K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
33+ 0.53% |
$2.2K - $2.79K
|
6.31K
$566K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
31+ 0.62% |
$2.07K - $2.62K
|
5.02K
$450K
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
31+ 0.89% |
$2.07K - $2.62K
|
3.52K
$315K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23New |
$1.53K - $1.94K
|
23
$2.06K
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
23+ 0.7% |
$1.53K - $1.94K
|
3.31K
$297K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20New |
$1.33K - $1.69K
|
20
$1.79K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19+ 0.07% |
$1.27K - $1.61K
|
25.5K
$2.28M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
18+ 0.49% |
$1.2K - $1.52K
|
3.69K
$331K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17+ 0.11% |
$1.13K - $1.44K
|
15.7K
$1.41M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16New |
$1.07K - $1.35K
|
16
$1.43K
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
14+ 0.07% |
$933 - $1.18K
|
20.1K
$1.81M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
10+ 0.74% |
$667 - $846
|
1.36K
$122K
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.03% |
$467 - $592
|
22.3K
$2M
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.84% |
$467 - $592
|
837
$75.1K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.09% |
$333 - $423
|
5.51K
$494K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.61% |
$267 - $338
|
660
$59.2K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$267 - $338
|
15.5K
$1.39M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.81% |
$200 - $254
|
375
$33.6K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.58% |
$133 - $169
|
344
$30.8K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.03% |
$133 - $169
|
7.78K
$697K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 1.2% |
$66.7 - $84.6
|
84
$7.53K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$66.7 - $84.6
|
3.95K
$354K
|