Purchases and Sales Made in Q3 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 Q3 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 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-84Closed |
$5.98K - $6.87K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-95- 3.51% |
$6.76K - $7.77K
|
2.61K
$232K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 13.68% |
$7.12K - $8.18K
|
631
$56.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-101- 0.65% |
$7.19K - $8.27K
|
15.4K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-105- 0.37% |
$7.47K - $8.59K
|
28.1K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-121- 2.95% |
$8.61K - $9.9K
|
3.98K
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-143- 0.58% |
$10.2K - $11.7K
|
24.7K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-152- 1.92% |
$10.8K - $12.4K
|
7.77K
$691K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-154- 3.87% |
$11K - $12.6K
|
3.83K
$340K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-156- 0.84% |
$11.1K - $12.8K
|
18.4K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-170- 0.38% |
$12.1K - $13.9K
|
44.3K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-171- 3.74% |
$12.2K - $14K
|
4.4K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-171- 0.67% |
$12.2K - $14K
|
25.5K
$2.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-180- 0.56% |
$12.8K - $14.7K
|
32.2K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-193- 5.39% |
$13.7K - $15.8K
|
3.39K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-198- 5.47% |
$14.1K - $16.2K
|
3.42K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-200- 5.75% |
$14.2K - $16.4K
|
3.28K
$291K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-212- 3.92% |
$15.1K - $17.4K
|
5.2K
$462K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-236- 0.35% |
$16.8K - $19.3K
|
67.7K
$6.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-262- 1.66% |
$18.7K - $21.4K
|
15.5K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-264- 1.61% |
$18.8K - $21.6K
|
16.2K
$1.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-266- 7.8% |
$18.9K - $21.8K
|
3.14K
$279K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-283- 3.06% |
$20.1K - $23.2K
|
8.97K
$797K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-283- 1.79% |
$20.1K - $23.2K
|
15.6K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-287- 16.54% |
$20.4K - $23.5K
|
1.45K
$129K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-304- 43.74% |
$21.6K - $24.9K
|
391
$34.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-310- 2.61% |
$22.1K - $25.4K
|
11.5K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-318- 6.25% |
$22.6K - $26K
|
4.77K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-322- 1.37% |
$22.9K - $26.4K
|
23.2K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-323- 2.27% |
$23K - $26.4K
|
13.9K
$1.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-330- 26.03% |
$23.5K - $27K
|
938
$83.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-337- 10.39% |
$24K - $27.6K
|
2.91K
$258K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-340- 0.8% |
$24.2K - $27.8K
|
42.3K
$3.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-348- 0.67% |
$24.8K - $28.5K
|
51.3K
$4.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-354- 2.94% |
$25.2K - $29K
|
11.7K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-361- 4.84% |
$25.7K - $29.5K
|
7.1K
$631K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-398- 7.12% |
$28.3K - $32.6K
|
5.19K
$461K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-415- 7.92% |
$29.5K - $34K
|
4.83K
$429K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-442- 5.46% |
$31.5K - $36.2K
|
7.65K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-449- 0.71% |
$32K - $36.7K
|
62.7K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-455- 8.79% |
$32.4K - $37.2K
|
4.72K
$419K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-459- 8.95% |
$32.7K - $37.6K
|
4.67K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-472- 8.56% |
$33.6K - $38.6K
|
5.05K
$448K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-479- 13.44% |
$34.1K - $39.2K
|
3.08K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-510- 30.52% |
$36.3K - $41.7K
|
1.16K
$103K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-512- 10.05% |
$36.4K - $41.9K
|
4.58K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-513- 3.61% |
$36.5K - $42K
|
13.7K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-547- 1.69% |
$38.9K - $44.8K
|
31.8K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-547- 8.02% |
$38.9K - $44.8K
|
6.28K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-549- 3.37% |
$39.1K - $44.9K
|
15.7K
$1.4M
|