Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-357- 8.49% |
$28.7K - $32.2K
|
3.85K
$336K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-369- 0.65% |
$29.7K - $33.3K
|
56.8K
$4.95M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-370- 3.72% |
$29.8K - $33.4K
|
9.56K
$835K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-377- 3.29% |
$30.3K - $34K
|
11.1K
$967K
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-380- 0.16% |
$30.6K - $34.3K
|
236K
$20.6M
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-391- 20.24% |
$31.5K - $35.3K
|
1.54K
$134K
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-392- 0.67% |
$31.5K - $35.4K
|
58.1K
$5.07M
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-442- 0.44% |
$35.6K - $39.9K
|
99.5K
$8.68M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-462- 2.58% |
$37.2K - $41.7K
|
17.5K
$1.52M
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-465Closed |
$37.4K - $42K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-523- 2.21% |
$42.1K - $47.2K
|
23.2K
$2.02M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-541- 14.74% |
$43.5K - $48.8K
|
3.13K
$273K
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-579- 4.79% |
$46.6K - $52.3K
|
11.5K
$1M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-587- 7.3% |
$47.2K - $53K
|
7.46K
$651K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-600- 12.76% |
$48.3K - $54.2K
|
4.1K
$358K
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
SELL
|
- |
-603- 3.7% |
$48.5K - $54.4K
|
15.7K
$1.37M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-605Closed |
$48.7K - $54.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-615- 5.97% |
$49.5K - $55.5K
|
9.69K
$845K
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-645- 4.28% |
$51.9K - $58.2K
|
14.4K
$1.26M
|
|
Feb 16, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-653- 0.22% |
$52.6K - $59K
|
299K
$26.1M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-666- 5.55% |
$53.6K - $60.1K
|
11.3K
$988K
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-679- 0.41% |
$54.6K - $61.3K
|
166K
$14.4M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-689- 6.17% |
$55.5K - $62.2K
|
10.5K
$915K
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-695- 4.18% |
$55.9K - $62.7K
|
16K
$1.39M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-706Closed |
$56.8K - $63.7K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-723- 80.96% |
$58.2K - $65.3K
|
170
$14.8K
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-725- 6.72% |
$58.3K - $65.5K
|
10.1K
$879K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-741- 11.54% |
$59.6K - $66.9K
|
5.68K
$495K
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-767- 0.82% |
$61.7K - $69.2K
|
92.3K
$8.05M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-768- 24.33% |
$61.8K - $69.3K
|
2.39K
$208K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-837- 0.36% |
$67.4K - $75.6K
|
230K
$20M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-852- 17.9% |
$68.6K - $76.9K
|
3.91K
$341K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-895Closed |
$72K - $80.8K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-981- 2.05% |
$79K - $88.6K
|
46.9K
$4.1M
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1K- 28.62% |
$80.5K - $90.3K
|
2.49K
$218K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.03K- 29.78% |
$82.8K - $92.9K
|
2.43K
$212K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 2.84% |
$87.7K - $98.4K
|
37.3K
$3.25M
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.14K- 1.74% |
$91.9K - $103K
|
64.6K
$5.64M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 40.65% |
$92.1K - $103K
|
1.67K
$146K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.16K- 9.73% |
$93K - $104K
|
10.7K
$935K
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.18K- 1.0% |
$94.8K - $106K
|
117K
$10.2M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.25K- 1.48% |
$100K - $112K
|
83.1K
$7.25M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.27K- 0.61% |
$102K - $114K
|
207K
$18M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-1.39K- 10.99% |
$112K - $125K
|
11.2K
$980K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.5K- 9.05% |
$121K - $136K
|
15.1K
$1.32M
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.51K- 1.5% |
$121K - $136K
|
98.9K
$8.63M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.53K- 41.65% |
$123K - $138K
|
2.14K
$187K
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.6K- 7.59% |
$129K - $144K
|
19.5K
$1.7M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.63K- 38.41% |
$131K - $147K
|
2.61K
$228K
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.64K- 2.7% |
$132K - $148K
|
59.1K
$5.16M
|