Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.83K+ 3.55% |
$130K - $142K
|
53.2K
$4.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.76K+ 84.53% |
$125K - $137K
|
3.84K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.69K+ 3.22% |
$120K - $132K
|
54K
$4.8M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.63K+ 4.39% |
$116K - $127K
|
38.7K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 11.61% |
$114K - $125K
|
15.5K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.53K+ 2.2% |
$109K - $119K
|
71K
$6.31M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$106K - $116K
|
1.49K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.42K+ 3.76% |
$101K - $110K
|
39.1K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.39K+ 3.49% |
$99.3K - $109K
|
41.3K
$3.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.35K+ 8.32% |
$95.8K - $105K
|
17.5K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.33K+ 9.41% |
$94.7K - $104K
|
15.5K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.31K+ 2.11% |
$93.2K - $102K
|
63.2K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.21% |
$90.6K - $99.2K
|
603K
$53.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 7.87% |
$87.3K - $95.6K
|
16.8K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.23K+ 27.14% |
$87.3K - $95.6K
|
5.74K
$510K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.21K+ 6.01% |
$85.9K - $94.1K
|
21.3K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.13K+ 13.28% |
$80.6K - $88.3K
|
9.66K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 0.88% |
$79.1K - $86.7K
|
127K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 11.98% |
$74.2K - $81.3K
|
9.74K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
946+ 7.66% |
$67.4K - $73.8K
|
13.3K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
940+ 0.96% |
$67K - $73.3K
|
98.8K
$8.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
929+ 3.76% |
$66.2K - $72.5K
|
25.6K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
912+ 24.95% |
$65K - $71.2K
|
4.57K
$406K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
891+ 0.79% |
$63.5K - $69.5K
|
114K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
847+ 12.24% |
$60.3K - $66.1K
|
7.77K
$690K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
812+ 10.33% |
$57.8K - $63.4K
|
8.67K
$770K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
803+ 2.49% |
$57.2K - $62.7K
|
33K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
787+ 0.82% |
$56.1K - $61.4K
|
96.2K
$8.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
767+ 2.2% |
$54.6K - $59.8K
|
35.6K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
751+ 0.37% |
$53.5K - $58.6K
|
206K
$18.3M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
731+ 18.97% |
$52.1K - $57K
|
4.59K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
700+ 18.18% |
$49.9K - $54.6K
|
4.55K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
688New |
$49K - $53.7K
|
688
$61.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
643+ 3.29% |
$45.8K - $50.2K
|
20.2K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
625+ 0.78% |
$44.5K - $48.8K
|
80.4K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
600+ 9.33% |
$42.7K - $46.8K
|
7.03K
$624K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
600+ 149.63% |
$42.7K - $46.8K
|
1K
$88.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
600+ 15.0% |
$42.7K - $46.8K
|
4.6K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
552+ 10.74% |
$39.3K - $43.1K
|
5.69K
$506K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
512+ 7.17% |
$36.5K - $39.9K
|
7.65K
$680K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
499+ 1.4% |
$35.5K - $38.9K
|
36.2K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
488+ 6.99% |
$34.8K - $38.1K
|
7.47K
$663K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
468+ 2.14% |
$33.3K - $36.5K
|
22.3K
$1.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
466+ 6.08% |
$33.2K - $36.4K
|
8.13K
$722K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
465+ 0.86% |
$33.1K - $36.3K
|
54.3K
$4.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
445New |
$31.7K - $34.7K
|
445
$39.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
410+ 7.65% |
$29.2K - $32K
|
5.77K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
410+ 1.68% |
$29.2K - $32K
|
24.8K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
407+ 4.08% |
$29K - $31.8K
|
10.4K
$923K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
384+ 2.67% |
$27.4K - $30K
|
14.8K
$1.31M
|