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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-354- 0.69% |
$25.2K - $27.6K
|
51K
$4.57M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-385- 2.88% |
$27.4K - $30K
|
13K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-409- 11.87% |
$29.1K - $31.9K
|
3.04K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-437- 11.16% |
$31.1K - $34.1K
|
3.48K
$312K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-466- 0.96% |
$33.2K - $36.4K
|
48.3K
$4.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-499- 14.78% |
$35.5K - $38.9K
|
2.88K
$258K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-500- 8.35% |
$35.6K - $39K
|
5.49K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-507- 4.88% |
$36.1K - $39.6K
|
9.89K
$887K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-510- 4.12% |
$36.3K - $39.8K
|
11.9K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-541- 0.21% |
$38.5K - $42.2K
|
257K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-564- 1.43% |
$40.2K - $44K
|
38.9K
$3.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-570- 7.65% |
$40.6K - $44.5K
|
6.89K
$617K
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-583- 5.56% |
$41.5K - $45.5K
|
9.9K
$888K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-587- 13.61% |
$41.8K - $45.8K
|
3.73K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-611- 2.41% |
$43.5K - $47.7K
|
24.7K
$2.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-633- 3.84% |
$45.1K - $49.4K
|
15.8K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-650- 6.44% |
$46.3K - $50.7K
|
9.44K
$846K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-659- 0.61% |
$46.9K - $51.4K
|
107K
$9.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-669- 1.09% |
$47.7K - $52.2K
|
60.7K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-677- 9.03% |
$48.2K - $52.8K
|
6.82K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-698- 23.92% |
$49.7K - $54.5K
|
2.22K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-710- 19.83% |
$50.6K - $55.4K
|
2.87K
$257K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-741- 1.41% |
$52.8K - $57.8K
|
51.9K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-747- 2.97% |
$53.2K - $58.3K
|
24.4K
$2.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-755- 12.24% |
$53.8K - $58.9K
|
5.41K
$485K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-789- 41.9% |
$56.2K - $61.6K
|
1.09K
$98.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-800- 19.42% |
$57K - $62.4K
|
3.32K
$298K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-838- 10.05% |
$59.7K - $65.4K
|
7.5K
$672K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-856- 11.72% |
$61K - $66.8K
|
6.45K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-869- 0.42% |
$61.9K - $67.8K
|
207K
$18.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-889- 56.12% |
$63.3K - $69.4K
|
695
$62.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-899- 6.66% |
$64K - $70.1K
|
12.6K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-984- 0.22% |
$70.1K - $76.8K
|
455K
$40.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-987- 21.02% |
$70.3K - $77K
|
3.71K
$333K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-992- 1.44% |
$70.7K - $77.4K
|
68K
$6.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.01K- 12.53% |
$71.9K - $78.7K
|
7.04K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.09K- 22.62% |
$77.5K - $84.9K
|
3.72K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 83.61% |
$78.1K - $85.6K
|
215
$19.3K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.11K- 4.02% |
$79.2K - $86.8K
|
26.6K
$2.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 16.8% |
$80.4K - $88.1K
|
5.59K
$501K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.17K- 2.15% |
$83.4K - $91.4K
|
53.4K
$4.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.19K- 15.37% |
$84.9K - $93K
|
6.56K
$588K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 3.76% |
$92.3K - $101K
|
33.2K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.34K- 7.82% |
$95.2K - $104K
|
15.8K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.35K- 11.34% |
$96.1K - $105K
|
10.5K
$945K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.37K- 32.52% |
$97.5K - $107K
|
2.84K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.37K- 8.91% |
$97.7K - $107K
|
14K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.4K- 18.06% |
$99.7K - $109K
|
6.35K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.41K- 11.83% |
$100K - $110K
|
10.5K
$939K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.46K- 14.51% |
$104K - $114K
|
8.59K
$770K
|