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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.1K- 11.6% |
$2.71M - $3.11M
|
290K
$25.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.6K- 43.21% |
$3.32M - $3.81M
|
61.2K
$5.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-48.7K- 89.61% |
$3.46M - $3.98M
|
5.64K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.2K- 12.5% |
$3.57M - $4.11M
|
351K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-97.3K- 16.14% |
$6.93M - $7.96M
|
505K
$44.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-121KClosed |
$8.6M - $9.88M
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-192K- 61.73% |
$13.7M - $15.7M
|
119K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-203K- 43.81% |
$14.5M - $16.6M
|
260K
$22.7M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-772KClosed |
$54.9M - $63.2M
|
0
$0
|