Purchases and Sales Made in Q4 2022 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 2022. 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 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 0.93% |
$879K - $1.02M
|
1.38M
$120M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
12.5KNew |
$864K - $1M
|
12.5K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
12.1K+ 1.43% |
$834K - $966K
|
859K
$75M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.6K+ 121.39% |
$801K - $929K
|
21.2K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$784K - $909K
|
11.4K
$994K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10.9K+ 6.44% |
$751K - $871K
|
180K
$15.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
10.9K+ 8.43% |
$748K - $867K
|
140K
$12.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.5K+ 21.16% |
$725K - $840K
|
60.3K
$5.26M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.4KNew |
$714K - $827K
|
10.4K
$904K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10.1KNew |
$697K - $808K
|
10.1K
$884K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.88K+ 5.19% |
$681K - $789K
|
200K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 71.9% |
$670K - $777K
|
23.3K
$2.03M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.36K+ 29.61% |
$644K - $747K
|
41K
$3.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.52K+ 1.94% |
$586K - $679K
|
448K
$39.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
8.44K+ 31.31% |
$581K - $673K
|
35.4K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 204.81% |
$560K - $649K
|
12.1K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.06KNew |
$555K - $643K
|
8.06K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.86K+ 104.97% |
$541K - $627K
|
15.3K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7.84K+ 46.55% |
$540K - $625K
|
24.7K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.57K+ 3.39% |
$521K - $604K
|
231K
$20.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.48KNew |
$515K - $597K
|
7.48K
$653K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.44K+ 33.52% |
$513K - $594K
|
29.6K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
6.94K+ 1.15% |
$478K - $554K
|
610K
$53.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
6.81K+ 11.98% |
$469K - $544K
|
63.7K
$5.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.79KNew |
$468K - $542K
|
6.79K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
6.73K+ 13.83% |
$463K - $537K
|
55.4K
$4.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.4K+ 47.16% |
$441K - $511K
|
20K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
6.3K+ 7.9% |
$434K - $503K
|
86.1K
$7.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.15K+ 598.73% |
$423K - $491K
|
7.18K
$626K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
6.14K+ 5.62% |
$423K - $490K
|
115K
$10.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.13KNew |
$422K - $489K
|
6.13K
$535K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.05K+ 17.72% |
$416K - $482K
|
40.2K
$3.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.98KNew |
$412K - $477K
|
5.98K
$522K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.78K+ 7.26% |
$398K - $461K
|
85.4K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.73KNew |
$395K - $457K
|
5.73K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.64K+ 1703.02% |
$388K - $450K
|
5.97K
$521K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.63K+ 11.92% |
$387K - $449K
|
52.8K
$4.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.23K+ 1.93% |
$360K - $418K
|
277K
$24.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
4.9KNew |
$337K - $391K
|
4.9K
$428K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.88KNew |
$336K - $390K
|
4.88K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.86K+ 26.02% |
$335K - $388K
|
23.5K
$2.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.83K+ 17.82% |
$333K - $385K
|
31.9K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.79K+ 1.76% |
$330K - $382K
|
276K
$24.1M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.75K+ 77.19% |
$327K - $379K
|
10.9K
$951K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.64K+ 2.44% |
$320K - $370K
|
195K
$17M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.36K+ 3.57% |
$300K - $348K
|
126K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
4.33K+ 1.68% |
$298K - $345K
|
261K
$22.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.25K+ 1.94% |
$293K - $339K
|
224K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.18KNew |
$288K - $334K
|
4.18K
$365K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.16K+ 4.82% |
$287K - $332K
|
90.5K
$7.9M
|