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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
291+ 5.85% |
$20.7K - $23.8K
|
5.26K
$430K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
272+ 2.1% |
$19.4K - $22.3K
|
13.2K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
265+ 5.9% |
$18.9K - $21.7K
|
4.75K
$388K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
245+ 1.0% |
$17.4K - $20.1K
|
24.7K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
233+ 7.35% |
$16.6K - $19.1K
|
3.4K
$278K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
202+ 0.37% |
$14.4K - $16.5K
|
54.2K
$4.43M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
196+ 1.84% |
$14K - $16K
|
10.8K
$885K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
178New |
$12.7K - $14.6K
|
178
$14.5K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
178+ 3.37% |
$12.7K - $14.6K
|
5.46K
$446K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
178New |
$12.7K - $14.6K
|
178
$14.5K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
158+ 5.97% |
$11.2K - $12.9K
|
2.81K
$229K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
147New |
$10.5K - $12K
|
147
$12K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
140+ 4.01% |
$9.97K - $11.5K
|
3.63K
$296K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
136+ 4.08% |
$9.68K - $11.1K
|
3.47K
$283K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
135+ 1.8% |
$9.61K - $11K
|
7.63K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
131+ 0.34% |
$9.33K - $10.7K
|
38.3K
$3.13M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
122+ 0.16% |
$8.69K - $9.98K
|
76.4K
$6.24M
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
106+ 3.94% |
$7.55K - $8.68K
|
2.8K
$228K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
106+ 0.35% |
$7.55K - $8.68K
|
30K
$2.45M
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
104+ 0.45% |
$7.4K - $8.51K
|
23K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
103+ 2.56% |
$7.33K - $8.43K
|
4.13K
$337K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
103+ 2.25% |
$7.33K - $8.43K
|
4.69K
$383K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
102+ 1.26% |
$7.26K - $8.35K
|
8.23K
$672K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
100+ 13.7% |
$7.12K - $8.18K
|
830
$67.8K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
99+ 0.12% |
$7.05K - $8.1K
|
79.8K
$6.52M
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
BUY
|
- |
99+ 1.54% |
$7.05K - $8.1K
|
6.52K
$532K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
95+ 1.23% |
$6.76K - $7.77K
|
7.81K
$637K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
83+ 0.71% |
$5.91K - $6.79K
|
11.8K
$966K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
80+ 2.84% |
$5.7K - $6.55K
|
2.9K
$236K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
79New |
$5.62K - $6.47K
|
79
$6.45K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
76New |
$5.41K - $6.22K
|
76
$6.2K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
70+ 2.43% |
$4.98K - $5.73K
|
2.95K
$241K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
63+ 1.05% |
$4.48K - $5.16K
|
6.09K
$497K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
57+ 1425.0% |
$4.06K - $4.66K
|
61
$4.98K
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
57+ 0.39% |
$4.06K - $4.66K
|
14.7K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
56+ 0.96% |
$3.99K - $4.58K
|
5.91K
$483K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54+ 0.61% |
$3.84K - $4.42K
|
8.87K
$724K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
51+ 106.25% |
$3.63K - $4.17K
|
99
$8.08K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
47+ 1.42% |
$3.35K - $3.85K
|
3.37K
$275K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 2.08% |
$3.06K - $3.52K
|
2.11K
$172K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
42+ 1.2% |
$2.99K - $3.44K
|
3.53K
$288K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38New |
$2.71K - $3.11K
|
38
$3.1K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 0.2% |
$2.42K - $2.78K
|
16.8K
$1.37M
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33+ 0.38% |
$2.35K - $2.7K
|
8.68K
$708K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.69% |
$2.14K - $2.46K
|
4.4K
$359K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
27+ 0.07% |
$1.92K - $2.21K
|
41.4K
$3.38M
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.57% |
$1.78K - $2.05K
|
4.39K
$358K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 0.39% |
$1.57K - $1.8K
|
5.62K
$459K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
21+ 0.42% |
$1.49K - $1.72K
|
4.99K
$407K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
20+ 0.04% |
$1.42K - $1.64K
|
50.2K
$4.1M
|