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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-558- 10.67% |
$40.3K - $48.3K
|
4.67K
$412K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-592- 2.67% |
$42.8K - $51.3K
|
21.6K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-616- 1.25% |
$44.5K - $53.4K
|
48.7K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-625- 11.36% |
$45.2K - $54.2K
|
4.88K
$430K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-680- 11.38% |
$49.2K - $58.9K
|
5.29K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-703- 8.57% |
$50.8K - $60.9K
|
7.5K
$660K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-707- 3.72% |
$51.1K - $61.3K
|
18.3K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-714- 6.28% |
$51.6K - $61.9K
|
10.7K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-721- 8.94% |
$52.1K - $62.5K
|
7.34K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-721- 6.89% |
$52.1K - $62.5K
|
9.74K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-737- 5.83% |
$53.3K - $63.9K
|
11.9K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-737- 19.64% |
$53.3K - $63.9K
|
3.02K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-826- 4.92% |
$59.7K - $71.6K
|
16K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-850- 16.73% |
$61.5K - $73.6K
|
4.23K
$373K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-856- 2.21% |
$61.9K - $74.2K
|
37.8K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-889- 1.42% |
$64.3K - $77K
|
61.9K
$5.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.02K- 11.57% |
$73.4K - $87.9K
|
7.75K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.07K- 3.15% |
$77.4K - $92.8K
|
33K
$2.9M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.14K- 21.45% |
$82.6K - $98.9K
|
4.18K
$368K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 2.43% |
$85.7K - $103K
|
47.6K
$4.19M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.24K- 5.04% |
$89.4K - $107K
|
23.3K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.3K- 5.0% |
$93.8K - $112K
|
24.7K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.42K- 16.63% |
$103K - $123K
|
7.14K
$629K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.66K- 0.92% |
$120K - $144K
|
179K
$15.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.71K- 6.51% |
$124K - $148K
|
24.6K
$2.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.76K- 1.6% |
$127K - $152K
|
108K
$9.51M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.84K- 14.41% |
$133K - $160K
|
10.9K
$963K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.93K- 8.98% |
$140K - $167K
|
19.6K
$1.72M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.98K- 14.32% |
$143K - $172K
|
11.9K
$1.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.99K- 38.06% |
$144K - $172K
|
3.23K
$284K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 10.5% |
$145K - $173K
|
17.1K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.01K- 7.59% |
$145K - $174K
|
24.4K
$2.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.1K- 3.92% |
$152K - $182K
|
51.4K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 5.74% |
$153K - $184K
|
34.9K
$3.07M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.15K- 0.89% |
$156K - $187K
|
241K
$21.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.16K- 43.28% |
$156K - $187K
|
2.83K
$249K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.16K- 3.4% |
$156K - $187K
|
61.4K
$5.4M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.17K- 10.94% |
$157K - $188K
|
17.6K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.36K- 26.79% |
$170K - $204K
|
6.44K
$567K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.45K- 10.33% |
$177K - $212K
|
21.3K
$1.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.48K- 5.04% |
$180K - $215K
|
46.8K
$4.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.52K- 86.29% |
$182K - $219K
|
401
$35.3K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59K- 43.43% |
$187K - $225K
|
3.38K
$297K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 8.26% |
$191K - $228K
|
29.3K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.64K- 43.35% |
$191K - $228K
|
3.45K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.72K- 1.55% |
$197K - $235K
|
172K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.85K- 1.62% |
$206K - $247K
|
173K
$15.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.03K- 15.54% |
$219K - $263K
|
16.5K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.07K- 2.43% |
$222K - $266K
|
123K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.44K- 22.43% |
$249K - $298K
|
11.9K
$1.05M
|