Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.54KNew |
$175K - $216K
|
2.54K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.54KNew |
$175K - $216K
|
2.54K
$228K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.5KNew |
$172K - $212K
|
2.5K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.49K+ 8.25% |
$172K - $211K
|
32.6K
$2.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.45KNew |
$169K - $208K
|
2.45K
$219K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.42K+ 24.75% |
$167K - $205K
|
12.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 20.8% |
$167K - $205K
|
14K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.41KNew |
$166K - $205K
|
2.41K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.41K+ 5.01% |
$166K - $205K
|
50.5K
$4.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.41K+ 49.37% |
$166K - $205K
|
7.28K
$652K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.29K+ 12.57% |
$158K - $195K
|
20.5K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.25K+ 0.89% |
$155K - $191K
|
254K
$22.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.24K+ 1.12% |
$154K - $190K
|
202K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.21K+ 52.78% |
$153K - $188K
|
6.4K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.02K+ 934.72% |
$139K - $172K
|
2.24K
$200K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.98K+ 6.48% |
$136K - $168K
|
32.5K
$2.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 2.58% |
$132K - $163K
|
76.1K
$6.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.86K+ 6.49% |
$129K - $158K
|
30.6K
$2.74M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.8KNew |
$124K - $153K
|
1.8K
$161K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.78K+ 7.52% |
$123K - $151K
|
25.5K
$2.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.7K+ 14.29% |
$117K - $145K
|
13.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.59K+ 13.59% |
$110K - $135K
|
13.3K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.53K+ 15.72% |
$105K - $130K
|
11.2K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.5K+ 6.15% |
$104K - $128K
|
26K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.41K+ 5.83% |
$97.2K - $120K
|
25.6K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.34K+ 19.86% |
$92.6K - $114K
|
8.1K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 0.71% |
$86.6K - $107K
|
179K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.23K+ 1241.41% |
$84.8K - $104K
|
1.33K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 26.16% |
$80.1K - $98.7K
|
5.6K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 2.95% |
$77.4K - $95.4K
|
39.2K
$3.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.05K+ 3.53% |
$72.1K - $88.8K
|
30.7K
$2.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 1.98% |
$70.7K - $87.1K
|
52.8K
$4.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
967+ 17.03% |
$66.7K - $82.2K
|
6.65K
$595K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
927+ 19.0% |
$63.9K - $78.8K
|
5.81K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
849+ 7.23% |
$58.6K - $72.2K
|
12.6K
$1.13M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
846+ 37.48% |
$58.3K - $71.9K
|
3.1K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
779+ 3.56% |
$53.7K - $66.2K
|
22.7K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
694+ 10.91% |
$47.9K - $59K
|
7.05K
$632K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
678+ 1.27% |
$46.8K - $57.6K
|
54.2K
$4.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
677+ 6.36% |
$46.7K - $57.6K
|
11.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
618New |
$42.6K - $52.5K
|
618
$55.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
558+ 74.8% |
$38.5K - $47.4K
|
1.3K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
515+ 1.9% |
$35.5K - $43.8K
|
27.7K
$2.48M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
501New |
$34.6K - $42.6K
|
501
$44.9K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
500+ 2.43% |
$34.5K - $42.5K
|
21.1K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
490+ 2.4% |
$33.8K - $41.7K
|
20.9K
$1.87M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
454+ 9.49% |
$31.3K - $38.6K
|
5.24K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
453+ 10.23% |
$31.2K - $38.5K
|
4.88K
$437K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
417+ 13900.0% |
$28.8K - $35.4K
|
420
$37.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
398+ 1.17% |
$27.5K - $33.8K
|
34.3K
$3.08M
|