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 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 6.82% |
$111K - $125K
|
21.7K
$1.84M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.37KNew |
$110K - $124K
|
1.37K
$116K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.36K+ 5.86% |
$109K - $123K
|
24.5K
$2.08M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 3.77% |
$109K - $122K
|
37.1K
$3.15M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 0.13% |
$105K - $118K
|
985K
$83.7M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.23K+ 2.72% |
$99K - $111K
|
46.4K
$3.95M
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
897+ 7.88% |
$72.2K - $81K
|
12.3K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
891+ 9.02% |
$71.7K - $80.4K
|
10.8K
$915K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
877+ 6.58% |
$70.6K - $79.2K
|
14.2K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
828New |
$66.6K - $74.8K
|
828
$70.4K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
727+ 2.46% |
$58.5K - $65.6K
|
30.3K
$2.57M
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
720+ 20.15% |
$57.9K - $65K
|
4.29K
$365K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
718+ 0.61% |
$57.8K - $64.8K
|
119K
$10.1M
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
708+ 8.54% |
$57K - $63.9K
|
8.99K
$764K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
693+ 34.81% |
$55.8K - $62.6K
|
2.68K
$228K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
691New |
$55.6K - $62.4K
|
691
$58.7K
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
674+ 0.11% |
$54.2K - $60.8K
|
626K
$53.2M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
628+ 23.93% |
$50.5K - $56.7K
|
3.25K
$276K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
615+ 22.95% |
$49.5K - $55.5K
|
3.3K
$280K
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
556+ 1.38% |
$44.7K - $50.2K
|
40.9K
$3.47M
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
544+ 1.55% |
$43.8K - $49.1K
|
35.6K
$3.02M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
540New |
$43.5K - $48.8K
|
540
$45.9K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
512+ 14.2% |
$41.2K - $46.2K
|
4.12K
$350K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
457New |
$36.8K - $41.3K
|
457
$38.8K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
406+ 0.46% |
$32.7K - $36.7K
|
89.5K
$7.61M
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
391+ 19.24% |
$31.5K - $35.3K
|
2.42K
$206K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
382+ 6.89% |
$30.7K - $34.5K
|
5.92K
$503K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
379+ 1.23% |
$30.5K - $34.2K
|
31.2K
$2.65M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
360+ 2.35% |
$29K - $32.5K
|
15.7K
$1.33M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
339+ 30.49% |
$27.3K - $30.6K
|
1.45K
$123K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
333New |
$26.8K - $30.1K
|
333
$28.3K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
326+ 2.82% |
$26.2K - $29.4K
|
11.9K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
323+ 0.57% |
$26K - $29.2K
|
56.7K
$4.82M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
320+ 0.89% |
$25.8K - $28.9K
|
36.5K
$3.1M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
303+ 45.91% |
$24.4K - $27.4K
|
963
$81.8K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
293+ 0.05% |
$23.6K - $26.5K
|
562K
$47.8M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
284+ 28.29% |
$22.9K - $25.6K
|
1.29K
$109K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
267+ 6.9% |
$21.5K - $24.1K
|
4.14K
$352K
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
259+ 0.14% |
$20.8K - $23.4K
|
188K
$16M
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
250+ 7.56% |
$20.1K - $22.6K
|
3.56K
$302K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
246New |
$19.8K - $22.2K
|
246
$20.9K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
245New |
$19.7K - $22.1K
|
245
$20.8K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
230New |
$18.5K - $20.8K
|
230
$19.5K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
220+ 3.67% |
$17.7K - $19.9K
|
6.22K
$528K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
219+ 0.71% |
$17.6K - $19.8K
|
30.9K
$2.63M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
212+ 0.66% |
$17.1K - $19.1K
|
32.5K
$2.76M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
211+ 1918.18% |
$17K - $19K
|
222
$18.9K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
208New |
$16.7K - $18.8K
|
208
$17.7K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
197+ 5.18% |
$15.9K - $17.8K
|
4K
$340K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
166+ 0.38% |
$13.4K - $15K
|
44.3K
$3.76M
|