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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.16K- 2.25% |
$149K - $173K
|
93.9K
$8.34M
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.37K- 3.33% |
$163K - $189K
|
68.8K
$6.11M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.5K- 3.52% |
$172K - $200K
|
68.7K
$6.1M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.56K- 4.56% |
$176K - $204K
|
53.5K
$4.75M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.77% |
$186K - $215K
|
53.8K
$4.78M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.91K- 0.49% |
$200K - $232K
|
595K
$52.8M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.95K- 11.22% |
$203K - $235K
|
23.3K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.04K- 10.61% |
$209K - $243K
|
25.6K
$2.28M
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.05K- 11.4% |
$210K - $243K
|
23.7K
$2.11M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.62K- 2.1% |
$250K - $289K
|
169K
$15M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.64K- 32.71% |
$251K - $291K
|
7.5K
$666K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.73K- 1.84% |
$257K - $297K
|
199K
$17.7M
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.92K- 6.64% |
$270K - $313K
|
55.1K
$4.89M
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-4.15K- 1.21% |
$286K - $331K
|
339K
$30.1M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.36K- 3.88% |
$301K - $348K
|
108K
$9.6M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.38K- 31.34% |
$302K - $349K
|
9.59K
$852K
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.42K- 6.58% |
$305K - $353K
|
62.8K
$5.58M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.52K- 34.27% |
$311K - $360K
|
8.66K
$769K
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-4.52K- 5.06% |
$311K - $361K
|
84.9K
$7.54M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.65K- 1.73% |
$320K - $371K
|
263K
$23.4M
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.08K- 26.83% |
$350K - $406K
|
13.9K
$1.23M
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-5.24K- 86.23% |
$361K - $418K
|
836
$74.3K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.35K- 4.06% |
$368K - $427K
|
126K
$11.2M
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.55K- 0.91% |
$382K - $443K
|
606K
$53.8M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.83K- 92.1% |
$401K - $465K
|
500
$44.4K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.94K- 8.55% |
$409K - $474K
|
63.5K
$5.64M
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-5.94K- 2.38% |
$409K - $474K
|
243K
$21.6M
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6.18K- 46.95% |
$426K - $493K
|
6.99K
$621K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.53K- 27.05% |
$450K - $521K
|
17.6K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.19K- 18.26% |
$564K - $654K
|
36.7K
$3.26M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.3K- 3.91% |
$640K - $742K
|
228K
$20.3M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9.41K- 9.01% |
$648K - $751K
|
95K
$8.44M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9.66K- 24.35% |
$665K - $771K
|
30K
$2.67M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 17.25% |
$854K - $989K
|
59.5K
$5.28M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.7K- 49.03% |
$875K - $1.01M
|
13.2K
$1.17M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13.5K- 27.38% |
$929K - $1.08M
|
35.8K
$3.18M
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-14K- 63.42% |
$963K - $1.12M
|
8.07K
$717K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-15.3K- 96.34% |
$1.05M - $1.22M
|
580
$51.5K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-16.1K- 5.57% |
$1.11M - $1.29M
|
273K
$24.3M
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-17.4K- 85.57% |
$1.2M - $1.39M
|
2.94K
$261K
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-18.1K- 25.89% |
$1.25M - $1.45M
|
51.9K
$4.61M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20K- 5.31% |
$1.38M - $1.6M
|
358K
$31.8M
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-21.4K- 7.14% |
$1.47M - $1.71M
|
278K
$24.7M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.1K- 1.7% |
$1.59M - $1.84M
|
1.33M
$118M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24.7K- 20.74% |
$1.7M - $1.97M
|
94.3K
$8.38M
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-25.2K- 76.01% |
$1.73M - $2.01M
|
7.95K
$706K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-34.7K- 41.28% |
$2.39M - $2.77M
|
49.3K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-35.4K- 25.26% |
$2.44M - $2.82M
|
105K
$9.3M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-49.1K- 58.41% |
$3.38M - $3.92M
|
35K
$3.11M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-51.6KClosed |
$3.56M - $4.12M
|
0
$0
|