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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-550- 7.19% |
$39.2K - $45K
|
7.1K
$631K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-629- 11.96% |
$44.8K - $51.5K
|
4.63K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-636- 9.05% |
$45.3K - $52.1K
|
6.39K
$568K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-638- 2.78% |
$45.4K - $52.2K
|
22.3K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-644- 2.6% |
$45.8K - $52.7K
|
24.1K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-660- 10.24% |
$47K - $54K
|
5.79K
$514K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-670- 0.6% |
$47.7K - $54.8K
|
111K
$9.87M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-683- 3.38% |
$48.6K - $55.9K
|
19.5K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-706- 1.46% |
$50.3K - $57.8K
|
47.6K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-723- 5.06% |
$51.5K - $59.2K
|
13.6K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-726- 1.42% |
$51.7K - $59.4K
|
50.3K
$4.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-738- 0.85% |
$52.5K - $60.4K
|
86.1K
$7.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-748- 9.12% |
$53.3K - $61.2K
|
7.46K
$662K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-748- 12.96% |
$53.3K - $61.2K
|
5.02K
$446K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-760- 6.47% |
$54.1K - $62.2K
|
11K
$975K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-800- 14.16% |
$57K - $65.5K
|
4.85K
$431K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-809- 1.38% |
$57.6K - $66.2K
|
57.7K
$5.13M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-825- 2.77% |
$58.7K - $67.5K
|
29K
$2.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-845- 8.01% |
$60.2K - $69.2K
|
9.7K
$862K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-868- 3.27% |
$61.8K - $71K
|
25.6K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-892- 4.33% |
$63.5K - $73K
|
19.7K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-900- 14.17% |
$64.1K - $73.7K
|
5.45K
$484K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-910- 8.69% |
$64.8K - $74.5K
|
9.56K
$849K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.02K- 1.68% |
$72.5K - $83.3K
|
59.7K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.05K- 23.08% |
$74.7K - $85.9K
|
3.5K
$311K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.08K- 1.7% |
$77K - $88.5K
|
62.5K
$5.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.1K- 8.7% |
$78K - $89.7K
|
11.5K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.13K- 24.0% |
$80.5K - $92.6K
|
3.58K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 3.62% |
$85.4K - $98.2K
|
32K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.22K- 12.86% |
$86.9K - $99.8K
|
8.27K
$735K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.26K- 0.54% |
$89.5K - $103K
|
234K
$20.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.26K- 6.94% |
$89.9K - $103K
|
16.9K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.27K- 22.09% |
$90.3K - $104K
|
4.47K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 14.88% |
$91K - $105K
|
7.31K
$649K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.31K- 1.46% |
$93.3K - $107K
|
88.6K
$7.87M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.35K- 5.09% |
$96.2K - $111K
|
25.2K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.42K- 1.48% |
$101K - $116K
|
94K
$8.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.44K- 96.97% |
$103K - $118K
|
45
$4K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.47K- 0.71% |
$104K - $120K
|
205K
$18.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.47K- 2.58% |
$105K - $120K
|
55.4K
$4.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.5K- 6.93% |
$107K - $123K
|
20.1K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.51K- 15.95% |
$107K - $123K
|
7.93K
$705K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.76K- 6.7% |
$125K - $144K
|
24.5K
$2.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.82K- 7.41% |
$129K - $149K
|
22.7K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 0.69% |
$140K - $161K
|
284K
$25.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.07K- 19.8% |
$148K - $170K
|
8.4K
$746K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2.16K- 11.31% |
$154K - $177K
|
17K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.18K- 5.26% |
$155K - $178K
|
39.1K
$3.48M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.34K- 47.84% |
$167K - $192K
|
2.55K
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.36K- 29.92% |
$168K - $193K
|
5.53K
$492K
|