Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.83KNew |
$308K - $346K
|
3.83K
$325K
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.77K+ 51.57% |
$303K - $340K
|
11.1K
$941K
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.7KNew |
$297K - $334K
|
3.7K
$314K
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.65KNew |
$294K - $329K
|
3.65K
$310K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 4.04% |
$291K - $326K
|
93.1K
$7.91M
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
3.52KNew |
$283K - $318K
|
3.52K
$299K
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
3.42KNew |
$275K - $309K
|
3.42K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.38K+ 5.85% |
$272K - $305K
|
61.2K
$5.2M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.38K+ 127.57% |
$272K - $305K
|
6.03K
$513K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.37KNew |
$271K - $304K
|
3.37K
$286K
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.29KNew |
$265K - $297K
|
3.29K
$280K
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.27K+ 185.93% |
$263K - $295K
|
5.02K
$427K
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
3.24K+ 43.27% |
$261K - $292K
|
10.7K
$911K
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.14KNew |
$252K - $283K
|
3.14K
$266K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.13K+ 10.55% |
$252K - $282K
|
32.7K
$2.78M
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.96K+ 7.57% |
$238K - $267K
|
42.1K
$3.58M
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
2.94K+ 2.51% |
$236K - $265K
|
120K
$10.2M
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.92KNew |
$235K - $264K
|
2.92K
$248K
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
2.78K+ 12.33% |
$223K - $251K
|
25.3K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.75KNew |
$221K - $248K
|
2.75K
$234K
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.67KNew |
$215K - $241K
|
2.67K
$227K
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.65K+ 13.33% |
$214K - $240K
|
22.6K
$1.92M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.64K+ 3.25% |
$212K - $238K
|
83.7K
$7.11M
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.63KNew |
$212K - $238K
|
2.63K
$224K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.63K+ 83.0% |
$212K - $238K
|
5.8K
$493K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.61KNew |
$210K - $236K
|
2.61K
$222K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.56KNew |
$206K - $231K
|
2.56K
$218K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.56KNew |
$206K - $231K
|
2.56K
$217K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2.55KNew |
$205K - $230K
|
2.55K
$216K
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.53KNew |
$203K - $228K
|
2.53K
$215K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.51K+ 10.88% |
$202K - $227K
|
25.6K
$2.17M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.5KNew |
$201K - $225K
|
2.5K
$212K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.42K+ 10.33% |
$195K - $218K
|
25.9K
$2.2M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.4KNew |
$193K - $217K
|
2.4K
$204K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.37K+ 300.13% |
$190K - $214K
|
3.15K
$268K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.35KNew |
$189K - $212K
|
2.35K
$200K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.29K+ 66.82% |
$185K - $207K
|
5.73K
$487K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.25K+ 10.95% |
$181K - $203K
|
22.8K
$1.94M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 1.17% |
$181K - $203K
|
195K
$16.6M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.22KNew |
$178K - $200K
|
2.22K
$188K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.14K+ 549.87% |
$172K - $193K
|
2.53K
$215K
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.08K+ 1.61% |
$167K - $188K
|
131K
$11.1M
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
2K+ 2.25% |
$161K - $180K
|
90.7K
$7.71M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.97K+ 3.96% |
$158K - $178K
|
51.6K
$4.39M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.92K+ 26.0% |
$154K - $173K
|
9.29K
$789K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.87K+ 171.06% |
$150K - $169K
|
2.96K
$252K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.78KNew |
$144K - $161K
|
1.78K
$152K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.68K+ 0.46% |
$135K - $151K
|
367K
$31.2M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.61K+ 5.44% |
$130K - $146K
|
31.3K
$2.66M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 6.22% |
$112K - $125K
|
23.7K
$2.01M
|