Purchases and Sales Made in Q2 2023 in Spdr S&P 600 Small Cap Growth (SLYG)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Growth (SLYG) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP GROWTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.86K+ 29.62% |
$270K - $298K
|
16.9K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.7KNew |
$258K - $285K
|
3.7K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.48K+ 3.99% |
$243K - $268K
|
90.8K
$7.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
3.28K+ 3.35% |
$229K - $253K
|
101K
$8.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.26K+ 1.53% |
$228K - $251K
|
217K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.12KNew |
$218K - $240K
|
3.12K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$218K - $240K
|
3.12K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.06K+ 2.45% |
$213K - $235K
|
128K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$202K - $223K
|
2.9K
$239K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.79KNew |
$194K - $215K
|
2.79K
$230K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.69K+ 15.84% |
$188K - $208K
|
19.7K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.68KNew |
$187K - $206K
|
2.68K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
2.66KNew |
$186K - $205K
|
2.66K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.54K+ 142.21% |
$177K - $195K
|
4.32K
$356K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.46K+ 26.2% |
$172K - $190K
|
11.9K
$977K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.16K+ 5.57% |
$151K - $167K
|
41K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.15K+ 4.9% |
$150K - $165K
|
45.9K
$3.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.11K+ 10.59% |
$147K - $162K
|
22K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 16.74% |
$144K - $159K
|
14.4K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 17.21% |
$134K - $148K
|
13.1K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.89K+ 4.17% |
$132K - $145K
|
47.2K
$3.89M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.76K+ 17.13% |
$123K - $136K
|
12K
$993K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.76K+ 17.13% |
$123K - $136K
|
12K
$993K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.74K+ 9.13% |
$121K - $134K
|
20.8K
$1.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.69K+ 0.8% |
$118K - $131K
|
214K
$17.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.58K+ 14.46% |
$110K - $121K
|
12.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1.61% |
$109K - $120K
|
98.2K
$8.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.5K+ 17.38% |
$105K - $116K
|
10.1K
$835K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.47K+ 21.49% |
$102K - $113K
|
8.29K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 5.27% |
$101K - $112K
|
29K
$2.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.38K+ 37.28% |
$96.5K - $106K
|
5.09K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.34KNew |
$93.8K - $103K
|
1.34K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.32K+ 4.09% |
$92.4K - $102K
|
33.7K
$2.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.31K+ 8.06% |
$91.6K - $101K
|
17.6K
$1.45M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.31K+ 4.27% |
$91.1K - $101K
|
31.9K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.27K+ 0.29% |
$88.9K - $98.1K
|
437K
$36.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.26K+ 16.14% |
$87.9K - $97K
|
9.06K
$747K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.2K+ 0.54% |
$84.1K - $92.8K
|
222K
$18.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.15KNew |
$80.4K - $88.8K
|
1.15K
$95K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 1.18% |
$75.5K - $83.3K
|
92.7K
$7.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 2.33% |
$75.2K - $83K
|
47.3K
$3.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.06K+ 112.91% |
$73.9K - $81.5K
|
2K
$164K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.03K+ 2.12% |
$72.1K - $79.6K
|
49.7K
$4.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
905+ 13.34% |
$63.2K - $69.7K
|
7.69K
$634K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
839+ 22.28% |
$58.6K - $64.6K
|
4.61K
$380K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
743+ 16.97% |
$51.9K - $57.2K
|
5.12K
$422K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
741+ 1.54% |
$51.7K - $57.1K
|
49K
$4.04M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
723+ 18.17% |
$50.5K - $55.7K
|
4.7K
$388K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
677+ 19.31% |
$47.3K - $52.2K
|
4.18K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
656+ 2.75% |
$45.8K - $50.5K
|
24.5K
$2.02M
|