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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.95K- 20.36% |
$196K - $249K
|
11.5K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.09K- 26.72% |
$206K - $261K
|
8.46K
$759K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-3.09K- 11.94% |
$206K - $261K
|
22.8K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.11K- 7.4% |
$207K - $263K
|
38.9K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.14K- 52.11% |
$210K - $266K
|
2.89K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.5K- 31.88% |
$233K - $296K
|
7.48K
$671K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.62K- 7.32% |
$241K - $306K
|
45.8K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.91K- 48.5% |
$261K - $331K
|
4.15K
$372K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-3.94K- 5.81% |
$262K - $333K
|
63.8K
$5.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.33K- 18.82% |
$288K - $366K
|
18.7K
$1.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.34K- 6.7% |
$289K - $367K
|
60.4K
$5.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.37K- 47.86% |
$292K - $370K
|
4.77K
$427K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.51K- 8.32% |
$301K - $382K
|
49.7K
$4.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.6K- 57.99% |
$307K - $389K
|
3.33K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.73K- 17.6% |
$315K - $400K
|
22.1K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.73K- 45.32% |
$315K - $400K
|
5.71K
$512K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.22K- 1.84% |
$348K - $441K
|
278K
$25M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.29K- 2.63% |
$353K - $447K
|
196K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.3K- 32.76% |
$353K - $448K
|
10.9K
$975K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5.42K- 4.88% |
$361K - $458K
|
106K
$9.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5.46K- 99.98% |
$364K - $461K
|
1
$89.7
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.88K- 16.77% |
$392K - $497K
|
29.2K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.29K- 54.71% |
$420K - $532K
|
5.21K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.33K- 47.12% |
$422K - $535K
|
7.1K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.42K- 3.57% |
$428K - $542K
|
173K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.66K- 22.25% |
$444K - $563K
|
23.3K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-7K- 73.26% |
$467K - $592K
|
2.56K
$229K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.28K- 3.39% |
$485K - $616K
|
208K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.48K- 3.24% |
$499K - $632K
|
223K
$20M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.51K- 21.52% |
$501K - $635K
|
27.4K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-8.1K- 4.9% |
$540K - $685K
|
157K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-8.12K- 9.59% |
$541K - $686K
|
76.5K
$6.86M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.46K- 5.13% |
$564K - $715K
|
156K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.62K- 3.67% |
$575K - $729K
|
227K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.87K- 7.87% |
$591K - $750K
|
104K
$9.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.17K- 67.13% |
$611K - $775K
|
4.49K
$403K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9.23K- 6.78% |
$615K - $780K
|
127K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-9.23K- 6.78% |
$615K - $780K
|
127K
$11.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.89K- 12.85% |
$659K - $836K
|
67K
$6.01M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.93K- 71.07% |
$662K - $840K
|
4.04K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.1K- 0.76% |
$676K - $858K
|
1.33M
$120M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-11.2K- 7.87% |
$747K - $948K
|
131K
$11.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.8K- 5.51% |
$786K - $997K
|
202K
$18.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-13.5K- 27.09% |
$900K - $1.14M
|
36.3K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 4.68% |
$906K - $1.15M
|
276K
$24.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-13.9K- 61.16% |
$925K - $1.17M
|
8.82K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.2K- 12.6% |
$947K - $1.2M
|
98.6K
$8.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-15.7K- 10.98% |
$1.05M - $1.33M
|
127K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-16.8K- 40.55% |
$1.12M - $1.42M
|
24.7K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.3K- 4.76% |
$1.15M - $1.46M
|
346K
$31M
|