Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.93KNew |
$317K - $349K
|
3.93K
$0
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.92KNew |
$317K - $348K
|
3.92K
$0
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
3.87KNew |
$312K - $343K
|
3.87K
$0
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.64KNew |
$294K - $323K
|
3.64K
$0
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.55KNew |
$286K - $315K
|
3.55K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.31K+ 26.03% |
$267K - $293K
|
16K
$0
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.21K+ 78.34% |
$259K - $285K
|
7.31K
$0
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.21KNew |
$259K - $285K
|
3.21K
$0
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.11KNew |
$251K - $276K
|
3.11K
$0
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.07KNew |
$248K - $272K
|
3.07K
$0
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82K+ 11.46% |
$227K - $250K
|
27.4K
$0
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.8KNew |
$226K - $249K
|
2.8K
$0
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.8KNew |
$226K - $248K
|
2.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.8KNew |
$226K - $248K
|
2.8K
$0
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.73K+ 34.75% |
$221K - $242K
|
10.6K
$0
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.71KNew |
$219K - $240K
|
2.71K
$0
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 11.53% |
$216K - $238K
|
25.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
2.65K+ 10.0% |
$214K - $235K
|
29.2K
$0
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.59KNew |
$209K - $230K
|
2.59K
$0
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.56KNew |
$207K - $227K
|
2.56K
$0
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.34K+ 51.32% |
$189K - $207K
|
6.89K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.26K+ 28.56% |
$183K - $201K
|
10.2K
$0
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.21K+ 1.81% |
$179K - $196K
|
125K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 11.1% |
$174K - $191K
|
21.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.89K+ 14.0% |
$153K - $168K
|
15.4K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.85K+ 0.79% |
$149K - $164K
|
237K
$0
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.75K+ 15.31% |
$141K - $155K
|
13.1K
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.59K+ 24.3% |
$128K - $141K
|
8.13K
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.52K+ 1.94% |
$123K - $135K
|
79.7K
$0
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.41K+ 1.48% |
$114K - $125K
|
97K
$0
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.22K+ 19.85% |
$98.5K - $108K
|
7.37K
$0
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.19K+ 28.95% |
$96.1K - $106K
|
5.3K
$0
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.1K+ 4.42% |
$89.1K - $97.9K
|
26.1K
$0
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 5.22% |
$87.5K - $96.1K
|
21.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 3.59% |
$84.5K - $92.8K
|
30.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.02KNew |
$82K - $90.1K
|
1.02K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
992+ 15.06% |
$80.1K - $88K
|
7.58K
$0
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
975New |
$78.7K - $86.5K
|
975
$0
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
941+ 5.27% |
$76K - $83.5K
|
18.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
890+ 4.2% |
$71.9K - $79K
|
22.1K
$0
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
723+ 6.13% |
$58.4K - $64.2K
|
12.5K
$0
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
721New |
$58.2K - $64K
|
721
$0
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
692+ 13.56% |
$55.9K - $61.4K
|
5.8K
$0
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
637+ 1.7% |
$51.4K - $56.5K
|
38.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
628+ 13.89% |
$50.7K - $55.7K
|
5.15K
$0
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
583+ 10.17% |
$47.1K - $51.7K
|
6.31K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
569+ 18.3% |
$45.9K - $50.5K
|
3.68K
$0
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
520New |
$42K - $46.1K
|
520
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
518New |
$41.8K - $46K
|
518
$0
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
483+ 9.43% |
$39K - $42.9K
|
5.61K
$0
|