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 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.52K- 4.52% |
$108K - $118K
|
32K
$2.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.55K- 6.43% |
$110K - $121K
|
22.5K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 1.82% |
$111K - $121K
|
84.1K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.67K- 2.37% |
$119K - $130K
|
68.6K
$6.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.78K- 45.75% |
$127K - $139K
|
2.11K
$189K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-1.84K- 11.18% |
$131K - $143K
|
14.6K
$1.31M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.12K- 1.23% |
$151K - $165K
|
170K
$15.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.15K- 3.86% |
$153K - $168K
|
53.5K
$4.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.19K- 7.05% |
$156K - $171K
|
28.9K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.27K- 5.01% |
$161K - $177K
|
42.9K
$3.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.41K- 33.26% |
$172K - $188K
|
4.84K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.72% |
$173K - $189K
|
86.8K
$7.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.43K- 1.97% |
$173K - $189K
|
121K
$10.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-2.44K- 11.3% |
$174K - $190K
|
19.1K
$1.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.45K- 70.83% |
$175K - $191K
|
1.01K
$90.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.49K- 51.97% |
$177K - $194K
|
2.3K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.64K- 1.27% |
$188K - $206K
|
205K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.71K- 25.47% |
$193K - $211K
|
7.93K
$711K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.78K- 10.56% |
$198K - $217K
|
23.5K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.8K- 1.28% |
$199K - $218K
|
217K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 16.46% |
$200K - $219K
|
14.2K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.07K- 0.94% |
$219K - $239K
|
323K
$29M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.36K- 3.12% |
$239K - $262K
|
104K
$9.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.1K- 1.3% |
$292K - $320K
|
312K
$27.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.19K- 14.6% |
$299K - $327K
|
24.5K
$2.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-4.26K- 18.25% |
$304K - $333K
|
19.1K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.45K- 5.85% |
$317K - $347K
|
71.6K
$6.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-4.56K- 6.55% |
$325K - $356K
|
65.1K
$5.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.75K- 10.3% |
$338K - $370K
|
41.3K
$3.7M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.81K- 10.11% |
$342K - $375K
|
42.7K
$3.83M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.81K- 10.11% |
$342K - $375K
|
42.7K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.29K- 1.3% |
$377K - $413K
|
401K
$36M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.39K- 8.42% |
$384K - $420K
|
58.5K
$5.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.46K- 14.43% |
$389K - $426K
|
32.3K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-6.02K- 30.02% |
$429K - $470K
|
14K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.11K- 32.25% |
$435K - $477K
|
12.8K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-6.37K- 2.64% |
$454K - $497K
|
235K
$21.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.42K- 13.69% |
$458K - $501K
|
40.5K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.7K- 61.47% |
$477K - $523K
|
4.2K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-7.14K- 26.42% |
$508K - $557K
|
19.9K
$1.78M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.36K- 43.29% |
$524K - $574K
|
9.64K
$864K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.7K- 16.44% |
$548K - $601K
|
39.1K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.92K- 31.52% |
$564K - $618K
|
17.2K
$1.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.19K- 20.19% |
$584K - $639K
|
32.4K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.48K- 62.32% |
$604K - $662K
|
5.13K
$460K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-8.76K- 10.32% |
$624K - $683K
|
76.1K
$6.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.5K- 23.74% |
$746K - $818K
|
33.7K
$3.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11K- 6.95% |
$783K - $858K
|
147K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.1K- 20.71% |
$794K - $869K
|
42.7K
$3.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.4K- 23.0% |
$813K - $890K
|
38.2K
$3.43M
|