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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 35.29% |
$171K - $196K
|
4.4K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.43K- 1.12% |
$173K - $199K
|
214K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.44K- 4.7% |
$173K - $199K
|
49.5K
$4.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.5K- 55.56% |
$178K - $205K
|
2K
$178K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.55K- 16.56% |
$182K - $209K
|
12.9K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 0.58% |
$186K - $214K
|
452K
$40.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.73K- 15.84% |
$194K - $223K
|
14.5K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.98K- 10.32% |
$212K - $244K
|
25.9K
$2.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 40.13% |
$230K - $265K
|
4.83K
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.35K- 1.04% |
$239K - $274K
|
320K
$28.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.37K- 4.43% |
$240K - $275K
|
72.7K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.41K- 10.55% |
$243K - $279K
|
28.9K
$2.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3.42K- 6.42% |
$243K - $280K
|
49.8K
$4.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-3.5K- 8.06% |
$249K - $286K
|
39.9K
$3.54M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.57K- 25.48% |
$254K - $292K
|
10.4K
$927K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.69K- 6.9% |
$263K - $302K
|
49.8K
$4.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.87K- 1.88% |
$275K - $316K
|
201K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.02K- 1.68% |
$286K - $329K
|
235K
$20.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.14K- 1.91% |
$295K - $339K
|
213K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.4K- 1.2% |
$313K - $360K
|
363K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.82K- 2.83% |
$343K - $395K
|
165K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.56K- 4.36% |
$396K - $455K
|
122K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.57K- 13.76% |
$397K - $456K
|
34.9K
$3.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.69K- 15.96% |
$405K - $465K
|
29.9K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.75K- 44.78% |
$409K - $470K
|
7.09K
$630K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-5.78K- 1.47% |
$412K - $473K
|
387K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.79K- 0.78% |
$412K - $474K
|
734K
$65.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.42K- 1.17% |
$457K - $525K
|
541K
$48M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.72K- 3.79% |
$478K - $550K
|
171K
$15.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.96K- 2.71% |
$496K - $570K
|
250K
$22.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.15K- 0.53% |
$509K - $585K
|
1.34M
$119M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.01K- 7.76% |
$570K - $656K
|
95.2K
$8.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-8.13K- 1.28% |
$578K - $665K
|
629K
$55.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.28K- 9.88% |
$660K - $759K
|
84.6K
$7.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.63K- 19.77% |
$686K - $788K
|
39.1K
$3.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.2K- 6.5% |
$726K - $834K
|
147K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-11.2K- 64.0% |
$798K - $918K
|
6.31K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.4K- 12.86% |
$808K - $929K
|
76.9K
$6.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-11.4K- 14.96% |
$810K - $931K
|
64.7K
$5.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.3K- 31.33% |
$873K - $1M
|
26.9K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 30.6% |
$931K - $1.07M
|
29.7K
$2.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-14.2K- 25.45% |
$1.01M - $1.16M
|
41.7K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 7.79% |
$1.08M - $1.24M
|
180K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17K- 88.28% |
$1.21M - $1.39M
|
2.26K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 22.42% |
$1.26M - $1.45M
|
61.2K
$5.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.3K- 57.29% |
$1.3M - $1.5M
|
13.7K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-20.4K- 8.07% |
$1.46M - $1.67M
|
233K
$20.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.5K- 34.39% |
$2.46M - $2.82M
|
65.8K
$5.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-34.6K- 23.48% |
$2.46M - $2.83M
|
113K
$10M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.1K- 11.6% |
$2.71M - $3.11M
|
290K
$25.8M
|