Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
413K+ 224.32% |
$27.8M - $34M
|
598K
$52.6M
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
300KNew |
$20.1M - $24.7M
|
300K
$26.4M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
203KNew |
$13.6M - $16.7M
|
203K
$17.8M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 18.68% |
$7.69M - $9.42M
|
727K
$64M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 47.02% |
$6.79M - $8.32M
|
316K
$27.8M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74K+ 5.72% |
$4.97M - $6.09M
|
1.37M
$120M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68K+ 37.91% |
$4.56M - $5.59M
|
247K
$21.8M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61.8K+ 27.28% |
$4.15M - $5.09M
|
288K
$25.4M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58.6K+ 219.27% |
$3.94M - $4.82M
|
85.3K
$7.52M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
57.5K+ 15.51% |
$3.86M - $4.73M
|
428K
$37.7M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
49.8K+ 149.21% |
$3.34M - $4.1M
|
83.2K
$7.33M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
43.4KNew |
$2.92M - $3.58M
|
43.4K
$3.83M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.2K+ 52.96% |
$2.77M - $3.39M
|
119K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.1K+ 9.22% |
$2.49M - $3.05M
|
440K
$38.7M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.7KNew |
$2.13M - $2.61M
|
31.7K
$2.79M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
27.5K+ 7.13% |
$1.85M - $2.27M
|
413K
$36.4M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24.9K+ 12.52% |
$1.67M - $2.05M
|
223K
$19.7M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
22.7K+ 9.1% |
$1.52M - $1.87M
|
272K
$23.9M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
22KNew |
$1.48M - $1.82M
|
22K
$1.94M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21.6K+ 4.11% |
$1.45M - $1.78M
|
546K
$48.1M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21.5K+ 2.93% |
$1.45M - $1.77M
|
756K
$66.6M
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
20.6K+ 3.21% |
$1.39M - $1.7M
|
665K
$58.5M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
20.6K+ 3.53% |
$1.38M - $1.69M
|
603K
$53.1M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
20.2K+ 19.85% |
$1.36M - $1.66M
|
122K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$1.33M - $1.63M
|
19.7K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.3K+ 6.15% |
$1.23M - $1.51M
|
316K
$27.9M
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17.8K+ 20.99% |
$1.2M - $1.47M
|
103K
$9.05M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
17.8K+ 8.85% |
$1.2M - $1.47M
|
219K
$19.3M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
17.2K+ 2.08% |
$1.16M - $1.42M
|
847K
$74.6M
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
17.1KNew |
$1.15M - $1.4M
|
17.1K
$1.5M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
15.8K+ 6.28% |
$1.06M - $1.3M
|
268K
$23.6M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.04M - $1.27M
|
15.4K
$1.36M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14.8K+ 9.46% |
$992K - $1.22M
|
171K
$15.1M
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 340.6% |
$905K - $1.11M
|
17.4K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.8K+ 95.06% |
$860K - $1.05M
|
26.3K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.1K+ 28.58% |
$742K - $910K
|
49.7K
$4.38M
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 4.04% |
$708K - $868K
|
272K
$23.9M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$706K - $865K
|
10.5K
$925K
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
10.5K+ 30.9% |
$705K - $865K
|
44.5K
$3.92M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
10.1K+ 5.94% |
$676K - $829K
|
180K
$15.8M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.62KNew |
$646K - $792K
|
9.62K
$847K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.59KNew |
$644K - $789K
|
9.59K
$844K
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.39K+ 13.38% |
$631K - $773K
|
79.6K
$7.01M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
9.37K+ 3.35% |
$629K - $771K
|
289K
$25.5M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.16K+ 127.25% |
$615K - $754K
|
16.4K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.16K+ 4.81% |
$615K - $754K
|
200K
$17.6M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.99K+ 8.75% |
$604K - $740K
|
112K
$9.84M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.96KNew |
$601K - $737K
|
8.96K
$789K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.38K+ 32.56% |
$563K - $690K
|
34.1K
$3M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.23K+ 6.02% |
$552K - $677K
|
145K
$12.8M
|