Purchases and Sales Made in Q2 2022 in Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV) during Q2 2022. The information is specifically focused on institutions that hold shares of SPDR S&P 600 SMALL CAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
251+ 17.14% |
$17.7K - $21.1K
|
1.72K
$140K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
251+ 113.06% |
$17.7K - $21.1K
|
473
$38.6K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
218+ 2.88% |
$15.3K - $18.3K
|
7.8K
$636K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
210New |
$14.8K - $17.7K
|
210
$17.1K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
192+ 4.62% |
$13.5K - $16.1K
|
4.35K
$355K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
182+ 2.0% |
$12.8K - $15.3K
|
9.3K
$759K
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
BUY
|
- |
176+ 1.11% |
$12.4K - $14.8K
|
16.1K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
170+ 7.25% |
$12K - $14.3K
|
2.52K
$205K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
167+ 3.53% |
$11.8K - $14K
|
4.9K
$400K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
162+ 0.52% |
$11.4K - $13.6K
|
31.1K
$2.54M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
158+ 0.44% |
$11.1K - $13.3K
|
36.2K
$2.96M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
136New |
$9.57K - $11.4K
|
136
$11.1K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
126+ 6.87% |
$8.87K - $10.6K
|
1.96K
$160K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
122+ 1.42% |
$8.59K - $10.3K
|
8.7K
$710K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122+ 25.52% |
$8.59K - $10.3K
|
600
$49K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$8.45K - $10.1K
|
120
$9.8K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
111+ 0.46% |
$7.81K - $9.34K
|
24.1K
$1.97M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95+ 0.29% |
$6.69K - $7.99K
|
33.1K
$2.7M
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
94+ 0.6% |
$6.62K - $7.91K
|
15.7K
$1.28M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
76+ 0.35% |
$5.35K - $6.39K
|
21.6K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75+ 0.54% |
$5.28K - $6.31K
|
13.9K
$1.13M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67New |
$4.72K - $5.63K
|
67
$5.47K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65+ 2.4% |
$4.57K - $5.47K
|
2.77K
$226K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 23.72% |
$3.59K - $4.29K
|
266
$21.7K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50+ 40.98% |
$3.52K - $4.21K
|
172
$14K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50New |
$3.52K - $4.21K
|
50
$4.08K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 2.39% |
$2.82K - $3.36K
|
1.72K
$140K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
37New |
$2.6K - $3.11K
|
37
$3.02K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.34% |
$2.11K - $2.52K
|
8.73K
$713K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.83K - $2.19K
|
26
$2.12K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
25New |
$1.76K - $2.1K
|
25
$2.04K
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
22+ 0.75% |
$1.55K - $1.85K
|
2.97K
$243K
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
21+ 0.27% |
$1.48K - $1.77K
|
7.92K
$646K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
20+ 0.58% |
$1.41K - $1.68K
|
3.47K
$283K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 0.03% |
$1.2K - $1.43K
|
50K
$4.08M
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17New |
$1.2K - $1.43K
|
17
$1.39K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
16+ 0.46% |
$1.13K - $1.35K
|
3.52K
$287K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 26.42% |
$985 - $1.18K
|
67
$5.47K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 4.21% |
$845 - $1.01K
|
297
$24.2K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11+ 0.22% |
$774 - $925
|
4.91K
$401K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.21% |
$633 - $757
|
4.27K
$349K
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$633 - $757
|
2.86K
$233K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8+ 0.12% |
$563 - $673
|
6.88K
$562K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.46% |
$493 - $589
|
1.53K
$125K
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.11% |
$422 - $505
|
5.47K
$447K
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
6+ 0.08% |
$422 - $505
|
7.46K
$609K
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4+ 0.07% |
$282 - $336
|
5.96K
$487K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.1% |
$211 - $252
|
3.05K
$249K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.42% |
$211 - $252
|
716
$58.4K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.56% |
$141 - $168
|
357
$29.1K
|