Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.48K+ 9.89% |
$107K - $128K
|
16.4K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.45K+ 5.56% |
$105K - $126K
|
27.6K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.43K+ 6.12% |
$103K - $123K
|
24.7K
$2.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.41KNew |
$102K - $122K
|
1.41K
$124K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.33K+ 8.93% |
$95.9K - $115K
|
16.2K
$1.42M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.31K+ 14.23% |
$94.4K - $113K
|
10.5K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 2.37% |
$89.9K - $108K
|
53.8K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.24K+ 5.3% |
$89.4K - $107K
|
24.6K
$2.16M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 16.61% |
$83.9K - $101K
|
8.15K
$717K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.12K+ 12.53% |
$81.2K - $97.3K
|
10.1K
$888K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.06K+ 12.77% |
$76.6K - $91.8K
|
9.36K
$825K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.43% |
$76.3K - $91.5K
|
44.6K
$3.93M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1K+ 35.11% |
$72.3K - $86.6K
|
3.85K
$339K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
999+ 34.17% |
$72.2K - $86.6K
|
3.92K
$345K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
991New |
$71.6K - $85.9K
|
991
$87.3K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
977+ 2.71% |
$70.6K - $84.6K
|
37.1K
$3.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
800+ 3.62% |
$57.8K - $69.3K
|
22.9K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
800New |
$57.8K - $69.3K
|
800
$70.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
800+ 16.33% |
$57.8K - $69.3K
|
5.7K
$502K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
760+ 2.15% |
$54.9K - $65.8K
|
36.1K
$3.18M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
752+ 11.27% |
$54.4K - $65.2K
|
7.43K
$654K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
752+ 1.09% |
$54.4K - $65.2K
|
69.5K
$6.12M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
707+ 10.8% |
$51.1K - $61.3K
|
7.25K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
668+ 7.68% |
$48.3K - $57.9K
|
9.37K
$825K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
638+ 6.16% |
$46.1K - $55.3K
|
11K
$969K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
633+ 2.33% |
$45.8K - $54.8K
|
27.8K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
612+ 0.62% |
$44.2K - $53K
|
99.1K
$8.73M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
598+ 20.68% |
$43.2K - $51.8K
|
3.49K
$307K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
583+ 1.5% |
$42.2K - $50.5K
|
39.4K
$3.47M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
555+ 14.77% |
$40.1K - $48.1K
|
4.31K
$380K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
507+ 203.61% |
$36.7K - $43.9K
|
756
$66.6K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
501+ 4.37% |
$36.2K - $43.4K
|
12K
$1.05M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
501+ 5.58% |
$36.2K - $43.4K
|
9.48K
$835K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
500+ 5.92% |
$36.2K - $43.3K
|
8.94K
$787K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
464+ 6.83% |
$33.5K - $40.2K
|
7.25K
$639K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
454+ 6.63% |
$32.8K - $39.3K
|
7.3K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
440+ 34.92% |
$31.8K - $38.1K
|
1.7K
$150K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
431+ 3.09% |
$31.2K - $37.3K
|
14.4K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
411+ 0.34% |
$29.7K - $35.6K
|
122K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
404+ 25.55% |
$29.2K - $35K
|
1.99K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
404+ 4.22% |
$29.2K - $35K
|
9.98K
$879K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
401+ 9.75% |
$29K - $34.7K
|
4.51K
$398K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
385+ 11.1% |
$27.8K - $33.4K
|
3.85K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
369+ 14.48% |
$26.7K - $32K
|
2.92K
$257K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
347+ 0.9% |
$25.1K - $30.1K
|
39.1K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
344+ 3.02% |
$24.9K - $29.8K
|
11.7K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
320+ 6.35% |
$23.1K - $27.7K
|
5.36K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
314+ 7.87% |
$22.7K - $27.2K
|
4.3K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
275New |
$19.9K - $23.8K
|
275
$24.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
263+ 5.81% |
$19K - $22.8K
|
4.79K
$422K
|