Purchases and Sales Made in Q1 2023 in Spdr S&P 600 Small Cap ETF (SLY)

SLY Quotes by TradingView

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 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.82K
+ 103.47%
$305K - $357K
7.51K $0
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
3.63K
New
$290K - $340K
3.63K $0
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
3.58K
+ 13.83%
$286K - $335K
29.5K $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
3.47K
+ 0.92%
$277K - $324K
382K $0
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
3.32K
+ 23.29%
$265K - $310K
17.6K $0
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.94K
+ 104.86%
$235K - $275K
5.73K $0
Apr 21, 2023 Q1 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
2.85K
New
$228K - $266K
2.85K $0
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.69K
New
$215K - $252K
2.69K $0
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
2.67K
+ 12.08%
$213K - $249K
24.7K $0
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.47K
New
$198K - $231K
2.47K $0
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
2.11K
+ 10.14%
$169K - $197K
22.9K $0
Apr 06, 2023 Q1 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
1.92K
+ 1.54%
$153K - $179K
127K $0
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
1.73K
New
$139K - $162K
1.73K $0
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.66K
+ 82900.0%
$133K - $155K
1.66K $0
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.47K
+ 2.36%
$118K - $138K
63.8K $0
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.47K
+ 2.36%
$118K - $138K
63.8K $0
May 09, 2023 Q1 2023
Paulson Wealth Management Inc.

BUY
 -
1.46K
+ 8.82%
$117K - $137K
18K $0
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
1.44K
+ 2.6%
$115K - $135K
56.9K $0
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.29K
+ 3.41%
$103K - $120K
39K $0
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
1.23K
+ 9.87%
$98.3K - $115K
13.7K $0
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.2K
+ 12.2%
$96.1K - $112K
11K $0
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
1.13K
+ 43.6%
$90.5K - $106K
3.73K $0
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
1.08K
+ 1.11%
$86.4K - $101K
98.1K $0
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
915
+ 7.3%
$73.2K - $85.6K
13.5K $0
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
844
+ 293.06%
$67.5K - $78.9K
1.13K $0
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
771
New
$61.7K - $72.1K
771 $0
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
699
+ 19.2%
$55.9K - $65.4K
4.34K $0
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
696
+ 6.84%
$55.7K - $65.1K
10.9K $0
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
633
+ 8.66%
$50.6K - $59.2K
7.94K $0
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
630
+ 9.94%
$50.4K - $58.9K
6.97K $0
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
604
+ 2.9%
$48.3K - $56.5K
21.5K $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
534
+ 14.51%
$42.7K - $49.9K
4.21K $0
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
526
+ 16.93%
$42.1K - $49.2K
3.63K $0
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
413
+ 0.44%
$33K - $38.6K
93.3K $0
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
322
+ 5.55%
$25.8K - $30.1K
6.12K $0
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
289
+ 1.54%
$23.1K - $27K
19.1K $0
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
265
New
$21.2K - $24.8K
265 $0
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
264
New
$21.1K - $24.7K
264 $0
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
253
New
$20.2K - $23.7K
253 $0
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
248
+ 2.56%
$19.8K - $23.2K
9.92K $0
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
236
+ 3.42%
$18.9K - $22.1K
7.13K $0
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
211
+ 94.62%
$16.9K - $19.7K
434 $0
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
207
New
$16.6K - $19.4K
207 $0
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
202
+ 5.18%
$16.2K - $18.9K
4.1K $0
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
200
+ 1.9%
$16K - $18.7K
10.7K $0
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
186
+ 1.35%
$14.9K - $17.4K
13.9K $0
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
181
+ 3.51%
$14.5K - $16.9K
5.34K $0
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
178
+ 0.83%
$14.2K - $16.6K
21.8K $0
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
152
+ 4.76%
$12.2K - $14.2K
3.34K $0

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