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 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-11.7K- 13.58% |
$830K - $909K
|
74.2K
$6.65M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 25.76% |
$901K - $987K
|
36.5K
$3.27M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13K- 52.42% |
$929K - $1.02M
|
11.8K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.4K- 1.65% |
$1.1M - $1.2M
|
919K
$82.4M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-17.4K- 59.04% |
$1.24M - $1.36M
|
12.1K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-17.5K- 55.22% |
$1.25M - $1.37M
|
14.2K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.1K- 97.59% |
$1.29M - $1.41M
|
447
$40.1K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-18.6K- 5.98% |
$1.33M - $1.45M
|
293K
$26.3M
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-18.9K- 16.77% |
$1.35M - $1.48M
|
93.9K
$8.42M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.3K- 88.69% |
$1.66M - $1.82M
|
2.97K
$266K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-24.3K- 86.89% |
$1.73M - $1.9M
|
3.67K
$329K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.4K- 71.72% |
$1.88M - $2.06M
|
10.4K
$933K
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-29.6K- 57.78% |
$2.11M - $2.31M
|
21.6K
$1.94M
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-32.5K- 36.77% |
$2.31M - $2.54M
|
55.9K
$5.01M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-35.5K- 13.61% |
$2.53M - $2.77M
|
226K
$20.2M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38K- 2.26% |
$2.71M - $2.96M
|
1.64M
$147M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.8K- 35.16% |
$3.05M - $3.34M
|
78.9K
$7.08M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.8K- 35.16% |
$3.05M - $3.34M
|
78.9K
$7.08M
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-44.8K- 13.56% |
$3.19M - $3.49M
|
286K
$25.6M
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-47.7K- 82.0% |
$3.4M - $3.72M
|
10.5K
$939K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49K- 20.11% |
$3.49M - $3.82M
|
195K
$17.5M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57K- 14.97% |
$4.06M - $4.45M
|
324K
$29M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-60.4K- 13.32% |
$4.3M - $4.71M
|
393K
$35.2M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-99.4K- 49.77% |
$7.08M - $7.76M
|
100K
$9M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-99.5K- 51.04% |
$7.09M - $7.76M
|
95.4K
$8.56M
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-123K- 93.76% |
$8.77M - $9.61M
|
8.2K
$736K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 45.79% |
$12.1M - $13.2M
|
200K
$18M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-233K- 47.9% |
$16.6M - $18.2M
|
253K
$22.7M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-286K- 34.34% |
$20.4M - $22.3M
|
547K
$49M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-386K- 64.08% |
$27.5M - $30.1M
|
216K
$19.4M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-406K- 74.57% |
$28.9M - $31.7M
|
139K
$12.4M
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.01M- 97.78% |
$72M - $78.9M
|
23K
$2.06M
|