Purchases and Sales Made in Q1 2023 in Spdr S&P 600 Small Cap ETF (SLY)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap ETF (SLY) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
398K+ 1259.43% |
$31.8M - $37.2M
|
429K
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
257KNew |
$20.6M - $24.1M
|
257K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153K+ 3121.04% |
$12.2M - $14.3M
|
158K
$0
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
118K+ 123.38% |
$9.44M - $11M
|
214K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 7.6% |
$9.21M - $10.8M
|
1.63M
$0
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
71.4K+ 34.82% |
$5.72M - $6.68M
|
277K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.1K+ 33.31% |
$4.17M - $4.88M
|
209K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.1K+ 38.75% |
$3.77M - $4.4M
|
169K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.2K+ 236.8% |
$3.69M - $4.32M
|
65.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33K+ 22.13% |
$2.64M - $3.09M
|
182K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.6K+ 32.69% |
$2.2M - $2.58M
|
112K
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
22.5K+ 824.96% |
$1.8M - $2.1M
|
25.2K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
21.4K+ 8.4% |
$1.71M - $2M
|
277K
$0
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
21.4KNew |
$1.71M - $2M
|
21.4K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
20.9KNew |
$1.67M - $1.95M
|
20.9K
$0
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
18.9K+ 13.06% |
$1.51M - $1.77M
|
164K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 7.89% |
$1.49M - $1.75M
|
255K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16.5K+ 15.79% |
$1.32M - $1.54M
|
121K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
BUY
|
- |
15.9K+ 77.66% |
$1.27M - $1.49M
|
36.4K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$1.27M - $1.48M
|
15.8K
$0
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.4KNew |
$1.23M - $1.44M
|
15.4K
$0
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
14.3KNew |
$1.14M - $1.34M
|
14.3K
$0
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.4KNew |
$1.07M - $1.25M
|
13.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$1.07M - $1.25M
|
13.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.4KNew |
$995K - $1.16M
|
12.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6KNew |
$851K - $995K
|
10.6K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$841K - $983K
|
10.5K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.8K+ 18.22% |
$784K - $917K
|
63.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8K+ 37.07% |
$640K - $748K
|
29.6K
$0
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7.95KNew |
$636K - $744K
|
7.95K
$0
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
7.77KNew |
$621K - $726K
|
7.77K
$0
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.75K+ 794.36% |
$620K - $724K
|
8.72K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.4KNew |
$512K - $598K
|
6.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.96K+ 19.73% |
$477K - $558K
|
36.2K
$0
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.96KNew |
$477K - $558K
|
5.96K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.86K+ 57.95% |
$469K - $548K
|
16K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71K+ 20.85% |
$457K - $534K
|
33.1K
$0
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
5.4K+ 18.52% |
$432K - $505K
|
34.6K
$0
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.23KNew |
$418K - $489K
|
5.23K
$0
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.19KNew |
$415K - $485K
|
5.19K
$0
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.03KNew |
$402K - $471K
|
5.03K
$0
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
5KNew |
$400K - $468K
|
5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.84K+ 4.25% |
$387K - $452K
|
118K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.83K+ 45.54% |
$386K - $451K
|
15.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.74KNew |
$379K - $443K
|
4.74K
$0
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.72K+ 20.8% |
$378K - $442K
|
27.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.41KNew |
$352K - $412K
|
4.41K
$0
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.37KNew |
$350K - $409K
|
4.37K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.37KNew |
$349K - $408K
|
4.37K
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.02K+ 68.7% |
$322K - $376K
|
9.88K
$0
|