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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 7.03% |
$17K - $20.8K
|
3.85K
$339K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
238New |
$16K - $19.6K
|
238
$21K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
215+ 6.25% |
$14.4K - $17.7K
|
3.65K
$322K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
209+ 4.44% |
$14K - $17.2K
|
4.91K
$433K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
201New |
$13.5K - $16.5K
|
201
$17.7K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 2.42% |
$13.4K - $16.5K
|
8.47K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
198+ 10.14% |
$13.3K - $16.3K
|
2.15K
$189K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
197+ 0.91% |
$13.2K - $16.2K
|
21.9K
$1.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
195+ 6.79% |
$13.1K - $16.1K
|
3.07K
$270K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
178New |
$12K - $14.7K
|
178
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
157+ 0.44% |
$10.5K - $12.9K
|
36K
$3.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
155+ 0.39% |
$10.4K - $12.8K
|
40.3K
$3.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
129+ 2.58% |
$8.66K - $10.6K
|
5.13K
$452K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
102+ 0.22% |
$6.85K - $8.4K
|
46.7K
$4.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
102+ 4.6% |
$6.85K - $8.4K
|
2.32K
$204K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
97+ 0.58% |
$6.51K - $7.99K
|
16.7K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
95New |
$6.38K - $7.82K
|
95
$8.37K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
92+ 3.18% |
$6.18K - $7.57K
|
2.99K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
91New |
$6.11K - $7.49K
|
91
$8.01K
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
89+ 0.29% |
$5.98K - $7.33K
|
30.7K
$2.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
83+ 0.23% |
$5.57K - $6.83K
|
36.3K
$3.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
68+ 0.63% |
$4.57K - $5.6K
|
10.9K
$962K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65+ 0.13% |
$4.36K - $5.35K
|
50.1K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
62+ 0.22% |
$4.16K - $5.1K
|
28.7K
$2.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
56New |
$3.76K - $4.61K
|
56
$4.93K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
51+ 1.11% |
$3.42K - $4.2K
|
4.64K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.12% |
$3.36K - $4.12K
|
42.1K
$3.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.93% |
$3.16K - $3.87K
|
5.08K
$447K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43+ 0.88% |
$2.89K - $3.54K
|
4.95K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
38+ 1.27% |
$2.55K - $3.13K
|
3.04K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
BUY
|
- |
31+ 0.2% |
$2.08K - $2.55K
|
15.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29+ 0.59% |
$1.95K - $2.39K
|
4.96K
$437K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
23+ 0.53% |
$1.54K - $1.89K
|
4.37K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.34K - $1.65K
|
11.2K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20+ 0.41% |
$1.34K - $1.65K
|
4.93K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.03% |
$1.21K - $1.48K
|
71.3K
$6.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.49% |
$1.14K - $1.4K
|
3.49K
$307K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 0.51% |
$1.14K - $1.4K
|
3.33K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 0.51% |
$1.14K - $1.4K
|
3.33K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.71% |
$1.07K - $1.32K
|
951
$83.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.14% |
$1.01K - $1.23K
|
10.6K
$934K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 0.49% |
$1.01K - $1.23K
|
3.06K
$270K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
11+ 0.5% |
$739 - $906
|
2.22K
$195K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 3.49% |
$604 - $741
|
267
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
8+ 0.07% |
$537 - $659
|
11.4K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7+ 0.13% |
$470 - $576
|
5.48K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6+ 15.38% |
$403 - $494
|
45
$3.96K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6New |
$403 - $494
|
6
$528
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$336 - $412
|
5
$440
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.08% |
$269 - $329
|
4.81K
$423K
|