Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.62K+ 4.18% |
$115K - $132K
|
40.3K
$3.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.57K+ 2.94% |
$112K - $128K
|
55K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 11.38% |
$108K - $124K
|
14.8K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.25K+ 18.8% |
$88.8K - $102K
|
7.88K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25K+ 12.8% |
$88.6K - $102K
|
11K
$895K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.21K+ 3.09% |
$86.1K - $98.9K
|
40.3K
$3.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.18K+ 7.99% |
$84K - $96.6K
|
15.9K
$1.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.12K+ 11.64% |
$79.7K - $91.7K
|
10.7K
$877K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.12K+ 2.88% |
$79.7K - $91.6K
|
40K
$3.26M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.09K+ 1.97% |
$77.6K - $89.2K
|
56.3K
$4.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.09K+ 10.5% |
$77.6K - $89.2K
|
11.5K
$937K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.07K+ 27.86% |
$76.2K - $87.6K
|
4.91K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 2.58% |
$75.2K - $86.5K
|
42K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 34.61% |
$74.8K - $86K
|
4.09K
$334K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.01K+ 16.88% |
$71.9K - $82.7K
|
6.99K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
987+ 24.62% |
$70.3K - $80.8K
|
5K
$408K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
981+ 1.32% |
$69.8K - $80.3K
|
75.2K
$6.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
945+ 0.88% |
$67.3K - $77.3K
|
108K
$8.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
927+ 16.48% |
$66K - $75.9K
|
6.55K
$535K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
900+ 89.91% |
$64.1K - $73.7K
|
1.9K
$155K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
898+ 8.08% |
$63.9K - $73.5K
|
12K
$980K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
898+ 8.08% |
$63.9K - $73.5K
|
12K
$980K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
868+ 0.35% |
$61.8K - $71K
|
252K
$20.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
851+ 8.67% |
$60.6K - $69.6K
|
10.7K
$871K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
800+ 6.07% |
$57K - $65.5K
|
14K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
799+ 64.33% |
$56.9K - $65.4K
|
2.04K
$167K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
786+ 3.42% |
$56K - $64.3K
|
23.8K
$1.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
742+ 2.36% |
$52.8K - $60.7K
|
32.2K
$2.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
729+ 82.94% |
$51.9K - $59.7K
|
1.61K
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
657+ 0.65% |
$46.8K - $53.8K
|
102K
$8.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
643+ 13.28% |
$45.8K - $52.6K
|
5.48K
$448K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
564+ 5.84% |
$40.2K - $46.2K
|
10.2K
$834K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
543New |
$38.7K - $44.4K
|
543
$44.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
541+ 2.54% |
$38.5K - $44.3K
|
21.8K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
517+ 18.2% |
$36.8K - $42.3K
|
3.36K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
509+ 0.74% |
$36.2K - $41.7K
|
69.1K
$5.64M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
509+ 6.88% |
$36.2K - $41.7K
|
7.9K
$645K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
482+ 567.06% |
$34.3K - $39.4K
|
567
$46.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
476+ 1.44% |
$33.9K - $39K
|
33.5K
$2.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
399+ 4.1% |
$28.4K - $32.7K
|
10.1K
$827K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
399+ 7.51% |
$28.4K - $32.7K
|
5.71K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
373+ 1.67% |
$26.6K - $30.5K
|
22.7K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
365+ 1.24% |
$26K - $29.9K
|
29.9K
$2.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
363+ 0.58% |
$25.8K - $29.7K
|
62.7K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
355+ 0.48% |
$25.3K - $29.1K
|
74.6K
$6.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
345New |
$24.6K - $28.2K
|
345
$28.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
339+ 5.95% |
$24.1K - $27.7K
|
6.03K
$492K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
313+ 7.98% |
$22.3K - $25.6K
|
4.23K
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
304+ 5.48% |
$21.6K - $24.9K
|
5.85K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
298+ 0.35% |
$21.2K - $24.4K
|
84.4K
$6.89M
|