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 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.74K- 1.43% |
$270K - $324K
|
258K
$22.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.81K- 21.87% |
$276K - $330K
|
13.6K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-4.05K- 15.64% |
$293K - $351K
|
21.9K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.33K- 1.29% |
$313K - $375K
|
330K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 5.98% |
$323K - $387K
|
70.3K
$6.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 11.15% |
$324K - $388K
|
35.7K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.76K- 16.04% |
$344K - $412K
|
24.9K
$2.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.78K- 19.5% |
$345K - $414K
|
19.7K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.84K- 98.45% |
$350K - $419K
|
76
$6.69K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.12K- 51.55% |
$370K - $443K
|
4.81K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5.27K- 2.48% |
$381K - $457K
|
207K
$18.3M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.76K- 6.06% |
$417K - $499K
|
89.3K
$7.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.95K- 15.09% |
$430K - $516K
|
33.5K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.05K- 9.42% |
$437K - $524K
|
58.2K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.13K- 30.68% |
$443K - $531K
|
13.8K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.4K- 29.14% |
$463K - $555K
|
15.6K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7K- 8.43% |
$506K - $606K
|
76K
$6.69M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7.06K- 19.74% |
$511K - $612K
|
28.7K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-7.14K- 19.47% |
$516K - $618K
|
29.5K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.37K- 66.37% |
$533K - $639K
|
3.74K
$329K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 65.94% |
$577K - $691K
|
4.12K
$363K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-8.01K- 12.59% |
$579K - $694K
|
55.6K
$4.9M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-8.68K- 3.38% |
$627K - $752K
|
248K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.81K- 3.86% |
$637K - $763K
|
220K
$19.3M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.85K- 19.71% |
$640K - $767K
|
36.1K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-9.19K- 9.29% |
$664K - $796K
|
89.7K
$7.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.1K- 36.88% |
$800K - $959K
|
19K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.3K- 13.11% |
$889K - $1.07M
|
81.5K
$7.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-12.5K- 3.68% |
$902K - $1.08M
|
326K
$28.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.6K- 21.11% |
$908K - $1.09M
|
46.9K
$4.13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.1K- 61.49% |
$944K - $1.13M
|
8.17K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.6K- 1.6% |
$980K - $1.17M
|
833K
$73.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14K- 22.22% |
$1.01M - $1.21M
|
48.9K
$4.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14.3K- 66.23% |
$1.03M - $1.24M
|
7.27K
$640K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-15.7K- 18.38% |
$1.13M - $1.36M
|
69.7K
$6.13M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 82.38% |
$1.24M - $1.48M
|
3.66K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.7K- 86.69% |
$1.28M - $1.53M
|
2.72K
$239K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.6K- 54.45% |
$1.42M - $1.7M
|
16.4K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-20.1K- 3.29% |
$1.45M - $1.74M
|
590K
$51.9M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-20.1K- 38.75% |
$1.45M - $1.74M
|
31.8K
$2.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-20.6K- 29.94% |
$1.49M - $1.78M
|
48.1K
$4.24M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-21.8K- 46.41% |
$1.57M - $1.88M
|
25.1K
$2.21M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25.2K- 12.55% |
$1.82M - $2.18M
|
175K
$15.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.7K- 1.93% |
$1.86M - $2.23M
|
1.31M
$115M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-28.5K- 82.64% |
$2.06M - $2.47M
|
5.99K
$528K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-28.8K- 12.17% |
$2.08M - $2.49M
|
208K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 10.67% |
$2.11M - $2.52M
|
244K
$21.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.4K- 88.31% |
$2.27M - $2.72M
|
4.15K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-42.1K- 55.18% |
$3.04M - $3.65M
|
34.2K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.8K- 5.44% |
$3.89M - $4.66M
|
935K
$82.3M
|