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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19- 0.5% |
$1.35K - $1.48K
|
3.76K
$328K
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-20- 0.19% |
$1.42K - $1.56K
|
10.6K
$929K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-35- 1.3% |
$2.49K - $2.73K
|
2.65K
$231K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 1.07% |
$2.49K - $2.73K
|
3.24K
$283K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-35- 1.07% |
$2.49K - $2.73K
|
3.24K
$283K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-36- 0.64% |
$2.56K - $2.81K
|
5.6K
$489K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-37- 0.61% |
$2.64K - $2.89K
|
5.98K
$522K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-43- 0.1% |
$3.06K - $3.35K
|
44.5K
$3.88M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46- 0.88% |
$3.28K - $3.59K
|
5.18K
$452K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-49- 0.25% |
$3.49K - $3.82K
|
19.4K
$1.69M
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-50- 0.88% |
$3.56K - $3.9K
|
5.65K
$493K
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-52- 0.64% |
$3.7K - $4.06K
|
8.09K
$706K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-57- 0.6% |
$4.06K - $4.45K
|
9.49K
$828K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-64- 2.13% |
$4.56K - $4.99K
|
2.93K
$256K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.32% |
$4.84K - $5.31K
|
5.09K
$444K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-70- 0.43% |
$4.99K - $5.46K
|
16.4K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 0.21% |
$5.41K - $5.93K
|
36K
$3.14M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-76- 0.21% |
$5.41K - $5.93K
|
36K
$3.14M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-86- 0.15% |
$6.13K - $6.71K
|
56.8K
$4.96M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-91- 1.48% |
$6.48K - $7.1K
|
6.07K
$530K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 12.03% |
$7.12K - $7.8K
|
731
$63.8K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-107- 1.14% |
$7.62K - $8.35K
|
9.26K
$808K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-115- 3.48% |
$8.19K - $8.97K
|
3.19K
$278K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-116- 3.09% |
$8.26K - $9.05K
|
3.64K
$318K
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 0.53% |
$8.69K - $9.52K
|
22.9K
$2M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-125- 3.46% |
$8.9K - $9.75K
|
3.49K
$305K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-126- 16.17% |
$8.97K - $9.83K
|
653
$57K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-127- 3.14% |
$9.05K - $9.91K
|
3.92K
$342K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-146- 1.23% |
$10.4K - $11.4K
|
11.8K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-150- 10.78% |
$10.7K - $11.7K
|
1.24K
$108K
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-150- 5.34% |
$10.7K - $11.7K
|
2.66K
$232K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-152- 5.37% |
$10.8K - $11.9K
|
2.68K
$234K
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-154- 4.23% |
$11K - $12K
|
3.49K
$304K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-160- 4.48% |
$11.4K - $12.5K
|
3.41K
$298K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-192- 5.14% |
$13.7K - $15K
|
3.54K
$309K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-201- 4.81% |
$14.3K - $15.7K
|
3.98K
$347K
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-202- 1.31% |
$14.4K - $15.8K
|
15.2K
$1.33M
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-203- 19.31% |
$14.5K - $15.8K
|
848
$74K
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-206- 7.18% |
$14.7K - $16.1K
|
2.66K
$232K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-207- 30.71% |
$14.7K - $16.2K
|
467
$40.8K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-212- 5.4% |
$15.1K - $16.5K
|
3.71K
$324K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-218- 4.47% |
$15.5K - $17K
|
4.66K
$407K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-224- 2.39% |
$16K - $17.5K
|
9.15K
$799K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-234- 0.06% |
$16.7K - $18.3K
|
368K
$32.1M
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-240- 1.31% |
$17.1K - $18.7K
|
18.1K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-273- 3.13% |
$19.4K - $21.3K
|
8.46K
$738K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-285- 7.41% |
$20.3K - $22.2K
|
3.56K
$311K
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-334- 10.86% |
$23.8K - $26.1K
|
2.74K
$239K
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-336- 0.44% |
$23.9K - $26.2K
|
76.3K
$6.66M
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-350- 3.59% |
$24.9K - $27.3K
|
9.39K
$819K
|