Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 18.77% |
$1.38M - $1.52M
|
111K
$9.74M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.1K+ 1.34% |
$1.27M - $1.4M
|
1.22M
$107M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15.3K+ 392.66% |
$1.21M - $1.34M
|
19.3K
$1.7M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
15.2KNew |
$1.2M - $1.32M
|
15.2K
$1.34M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.1K+ 11.01% |
$1.19M - $1.32M
|
152K
$13.4M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.1K+ 9.08% |
$1.19M - $1.31M
|
181K
$15.9M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 9.5% |
$1.15M - $1.27M
|
168K
$14.8M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
14.2K+ 6.02% |
$1.12M - $1.24M
|
250K
$22.1M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14.1KNew |
$1.11M - $1.23M
|
14.1K
$1.24M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
13.3K+ 8.03% |
$1.05M - $1.16M
|
179K
$15.7M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 3.6% |
$1.04M - $1.15M
|
380K
$33.5M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
12.5K+ 10.41% |
$983K - $1.09M
|
132K
$11.6M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11.9K+ 10.19% |
$941K - $1.04M
|
129K
$11.4M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$887K - $980K
|
11.3K
$991K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2KNew |
$885K - $978K
|
11.2K
$989K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11KNew |
$868K - $958K
|
11K
$969K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10.9K+ 34.96% |
$860K - $950K
|
42.1K
$3.71M
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.98K+ 8.87% |
$787K - $869K
|
122K
$10.8M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
9.85K+ 3.21% |
$777K - $858K
|
317K
$27.9M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
9.77K+ 16.52% |
$770K - $851K
|
68.9K
$6.07M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
9.02K+ 6.18% |
$711K - $786K
|
155K
$13.7M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
8.93KNew |
$704K - $778K
|
8.93K
$786K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.92K+ 24.46% |
$703K - $777K
|
45.4K
$4M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.7KNew |
$686K - $758K
|
8.7K
$766K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
8.55K+ 9.55% |
$674K - $745K
|
98.1K
$8.64M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.32K+ 18.54% |
$656K - $725K
|
53.2K
$4.69M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8.08KNew |
$637K - $703K
|
8.08K
$711K
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.76K+ 1.24% |
$612K - $676K
|
634K
$55.8M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.71K+ 461.38% |
$608K - $671K
|
9.38K
$826K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.55K+ 23.41% |
$595K - $657K
|
39.8K
$3.5M
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
7.43K+ 8.06% |
$586K - $647K
|
99.7K
$8.78M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.35K+ 4.8% |
$580K - $640K
|
160K
$14.1M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.34KNew |
$579K - $639K
|
7.34K
$646K
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.29K+ 16.61% |
$575K - $635K
|
51.2K
$4.51M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.13K+ 11.66% |
$563K - $621K
|
68.3K
$6.02M
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.88KNew |
$542K - $599K
|
6.88K
$605K
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.87KNew |
$541K - $598K
|
6.87K
$605K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6.73K+ 6.67% |
$530K - $586K
|
108K
$9.47M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.68K+ 54.42% |
$527K - $582K
|
19K
$1.67M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6.08K+ 53.71% |
$480K - $530K
|
17.4K
$1.53M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.88KNew |
$464K - $512K
|
5.88K
$518K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.74KNew |
$453K - $500K
|
5.74K
$506K
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.47KNew |
$431K - $476K
|
5.47K
$482K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.38K+ 5.21% |
$424K - $468K
|
109K
$9.56M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 14.08% |
$414K - $457K
|
42.5K
$3.74M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.18K+ 5.21% |
$409K - $451K
|
105K
$9.22M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.94K+ 6.76% |
$389K - $430K
|
78K
$6.87M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.92K+ 7.66% |
$388K - $428K
|
69.1K
$6.09M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
4.62K+ 41.99% |
$365K - $403K
|
15.6K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.58K+ 2.21% |
$361K - $398K
|
211K
$18.6M
|