Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4+ 0.56% |
$269 - $329
|
720
$62.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$269 - $329
|
4.81K
$419K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3+ 0.08% |
$201 - $247
|
3.77K
$329K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$201 - $247
|
20.7K
$1.81M
|
|
|
Feb 04, 2025
Q3 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
3+ 0.05% |
$201 - $247
|
5.96K
$520K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$134 - $165
|
17.4K
$1.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.6% |
$134 - $165
|
337
$29.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.51% |
$134 - $165
|
391
$34.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.02% |
$67.1 - $82.3
|
4.89K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 4.55% |
$67.1 - $82.3
|
23
$2.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.49% |
$67.1 - $82.3
|
68
$5.93K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
1+ 100.0% |
$67.1 - $82.3
|
2
$175
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
1+ 0.01% |
$67.1 - $82.3
|
11.1K
$972K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$67.1 - $82.3
|
358
$31.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1+ 0.02% |
$67.1 - $82.3
|
4.18K
$364K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.07% |
$67.1 - $82.3
|
1.4K
$122K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.17% |
$201 - $247
|
254
$22.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-3- 0.1% |
$201 - $247
|
2.97K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 0.3% |
$201 - $247
|
1.01K
$87.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-4- 19.05% |
$269 - $329
|
17
$1.48K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 0.74% |
$403 - $494
|
807
$70.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 6.94% |
$671 - $823
|
134
$11.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 4.04% |
$806 - $988
|
285
$24.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13- 16.46% |
$873 - $1.07K
|
66
$5.76K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-15- 5.49% |
$1.01K - $1.23K
|
258
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-23- 0.39% |
$1.54K - $1.89K
|
5.85K
$511K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 1.27% |
$1.68K - $2.06K
|
1.94K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29- 0.33% |
$1.95K - $2.39K
|
8.71K
$760K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-29- 0.46% |
$1.95K - $2.39K
|
6.23K
$544K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-45- 0.46% |
$3.02K - $3.7K
|
9.63K
$841K
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-45- 0.42% |
$3.02K - $3.7K
|
10.7K
$934K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-47- 1.07% |
$3.16K - $3.87K
|
4.36K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-48- 0.81% |
$3.22K - $3.95K
|
5.86K
$511K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 0.09% |
$3.36K - $4.12K
|
54.6K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-50- 0.66% |
$3.36K - $4.12K
|
7.49K
$654K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-52- 2.98% |
$3.49K - $4.28K
|
1.7K
$148K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-56- 3.65% |
$3.76K - $4.61K
|
1.48K
$129K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-63- 0.11% |
$4.23K - $5.19K
|
56.5K
$4.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-63- 0.14% |
$4.23K - $5.19K
|
46.6K
$4.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-64- 19.28% |
$4.3K - $5.27K
|
268
$23.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-68- 0.09% |
$4.57K - $5.6K
|
78.2K
$6.82M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 7.22% |
$6.85K - $8.4K
|
1.31K
$114K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-105- 1.79% |
$7.05K - $8.64K
|
5.77K
$504K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-122- 70.93% |
$8.19K - $10K
|
50
$4.36K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-125- 1.82% |
$8.39K - $10.3K
|
6.76K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-131- 9.3% |
$8.8K - $10.8K
|
1.28K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-131- 4.08% |
$8.8K - $10.8K
|
3.08K
$268K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-140- 0.58% |
$9.4K - $11.5K
|
24K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-145- 0.62% |
$9.74K - $11.9K
|
23.3K
$2.03M
|