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 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$578 - $693
|
9.47K
$834K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6New |
$434 - $520
|
6
$528
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5+ 0.05% |
$362 - $433
|
10.9K
$960K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.48% |
$289 - $347
|
840
$74K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.39% |
$289 - $347
|
1.04K
$91.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.07% |
$289 - $347
|
5.48K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.41% |
$217 - $260
|
726
$63.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$145 - $173
|
5.5K
$485K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.59% |
$145 - $173
|
340
$29.9K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.03% |
$145 - $173
|
7.46K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.7% |
$145 - $173
|
76
$6.69K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.19% |
$145 - $173
|
1.05K
$92.6K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$72.3 - $86.6
|
8.82K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.27% |
$72.3 - $86.6
|
368
$32.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.27% |
$72.3 - $86.6
|
367
$32.3K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.14% |
$217 - $260
|
2.16K
$190K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-4- 0.04% |
$289 - $347
|
10.9K
$963K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6- 0.4% |
$434 - $520
|
1.48K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 0.17% |
$506 - $606
|
4.05K
$356K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-9- 0.07% |
$651 - $780
|
12.5K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 0.81% |
$723 - $866
|
1.23K
$108K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-13- 56.52% |
$940 - $1.13K
|
10
$881
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-14- 0.27% |
$1.01K - $1.21K
|
5.25K
$462K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.31% |
$1.16K - $1.39K
|
5.16K
$454K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 90.0% |
$1.3K - $1.56K
|
2
$176
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-21- 0.27% |
$1.52K - $1.82K
|
7.9K
$695K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-22- 0.6% |
$1.59K - $1.91K
|
3.65K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-25- 0.36% |
$1.81K - $2.17K
|
6.98K
$614K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 0.85% |
$2.02K - $2.43K
|
3.28K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 0.85% |
$2.02K - $2.43K
|
3.28K
$289K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-28- 3.99% |
$2.02K - $2.43K
|
674
$59.4K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31- 0.76% |
$2.24K - $2.69K
|
4.04K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32- 82.05% |
$2.31K - $2.77K
|
7
$616
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-32- 0.77% |
$2.31K - $2.77K
|
4.12K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 0.26% |
$2.53K - $3.03K
|
13.2K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-37- 1.13% |
$2.68K - $3.21K
|
3.23K
$284K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37- 1.16% |
$2.68K - $3.21K
|
3.16K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-40- 1.38% |
$2.89K - $3.47K
|
2.87K
$253K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 0.48% |
$3.33K - $3.99K
|
9.55K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49- 1.38% |
$3.54K - $4.25K
|
3.5K
$308K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50Closed |
$3.62K - $4.33K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-58- 0.35% |
$4.19K - $5.03K
|
16.3K
$1.43M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-63- 0.73% |
$4.55K - $5.46K
|
8.6K
$757K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 1.04% |
$4.7K - $5.63K
|
6.16K
$543K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-65- 0.62% |
$4.7K - $5.63K
|
10.4K
$915K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-76- 8.38% |
$5.49K - $6.58K
|
831
$73.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-84- 1.11% |
$6.07K - $7.28K
|
7.46K
$656K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-85- 0.84% |
$6.15K - $7.36K
|
10K
$884K
|