Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
376+ 0.78% |
$26.8K - $29.3K
|
48.7K
$4.37M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
369+ 5.03% |
$26.3K - $28.8K
|
7.71K
$691K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
367New |
$26.1K - $28.6K
|
367
$32.9K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
347+ 3.18% |
$24.7K - $27.1K
|
11.3K
$1.01M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
335+ 3.53% |
$23.9K - $26.1K
|
9.82K
$880K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
330+ 127.91% |
$23.5K - $25.7K
|
588
$52.7K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
316+ 1.98% |
$22.5K - $24.7K
|
16.3K
$1.46M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
297+ 1.15% |
$21.2K - $23.2K
|
26.1K
$2.34M
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
262+ 10.11% |
$18.7K - $20.4K
|
2.85K
$256K
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
261+ 0.89% |
$18.6K - $20.4K
|
29.5K
$2.65M
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
251+ 2.68% |
$17.9K - $19.6K
|
9.62K
$863K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
250+ 4.72% |
$17.8K - $19.5K
|
5.54K
$497K
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
230+ 0.57% |
$16.4K - $17.9K
|
40.9K
$3.67M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
200+ 0.22% |
$14.2K - $15.6K
|
89.9K
$8.06M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
189+ 25.0% |
$13.5K - $14.7K
|
945
$84.7K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
185+ 4.3% |
$13.2K - $14.4K
|
4.49K
$403K
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
178+ 0.31% |
$12.7K - $13.9K
|
56.9K
$5.1M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
174+ 1.59% |
$12.4K - $13.6K
|
11.1K
$997K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
174+ 1.59% |
$12.4K - $13.6K
|
11.1K
$997K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
163+ 7.78% |
$11.6K - $12.7K
|
2.26K
$203K
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
150+ 2.95% |
$10.7K - $11.7K
|
5.24K
$470K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
144+ 1.52% |
$10.3K - $11.2K
|
9.62K
$862K
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
141+ 1.94% |
$10K - $11K
|
7.39K
$663K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
137+ 0.84% |
$9.76K - $10.7K
|
16.4K
$1.47M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
132+ 3.12% |
$9.4K - $10.3K
|
4.36K
$391K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 8.51% |
$9.33K - $10.2K
|
1.67K
$150K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
122+ 1.68% |
$8.69K - $9.52K
|
7.39K
$663K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
120+ 3.43% |
$8.55K - $9.36K
|
3.62K
$324K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
115New |
$8.19K - $8.97K
|
115
$10.3K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
105+ 0.29% |
$7.48K - $8.19K
|
36.3K
$3.25M
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 0.34% |
$7.12K - $7.8K
|
29.8K
$2.67M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
88New |
$6.27K - $6.87K
|
88
$7.89K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
87+ 1.01% |
$6.2K - $6.79K
|
8.68K
$779K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
85+ 1.63% |
$6.05K - $6.63K
|
5.32K
$477K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84New |
$5.98K - $6.55K
|
84
$7.53K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84+ 4.23% |
$5.98K - $6.55K
|
2.07K
$186K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
81+ 0.33% |
$5.77K - $6.32K
|
24.7K
$2.22M
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
77+ 0.64% |
$5.48K - $6.01K
|
12K
$1.08M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61New |
$4.35K - $4.76K
|
61
$5.47K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50+ 0.58% |
$3.56K - $3.9K
|
8.64K
$775K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 1.71% |
$3.35K - $3.67K
|
2.79K
$250K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
45New |
$3.21K - $3.51K
|
45
$4.04K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
45+ 0.86% |
$3.21K - $3.51K
|
5.28K
$473K
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
41+ 1.16% |
$2.92K - $3.2K
|
3.58K
$321K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39+ 0.83% |
$2.78K - $3.04K
|
4.71K
$423K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.95% |
$2.49K - $2.73K
|
3.71K
$333K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 2.06% |
$2.49K - $2.73K
|
1.74K
$156K
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
30+ 0.51% |
$2.14K - $2.34K
|
5.86K
$525K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23+ 0.05% |
$1.64K - $1.79K
|
50.2K
$4.5M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22+ 0.07% |
$1.57K - $1.72K
|
33K
$2.96M
|