Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.07K+ 23.36% |
$280K - $325K
|
21.5K
$1.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.81K+ 3.71% |
$262K - $304K
|
107K
$8.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.76KNew |
$259K - $300K
|
3.76K
$307K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.67K+ 2.59% |
$253K - $293K
|
145K
$11.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
3.64KNew |
$251K - $291K
|
3.64K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.58KNew |
$247K - $286K
|
3.58K
$292K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.57KNew |
$246K - $285K
|
3.57K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.53KNew |
$243K - $281K
|
3.53K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.51K+ 4.82% |
$242K - $280K
|
76.3K
$6.23M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.47KNew |
$239K - $277K
|
3.47K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.36K+ 167.28% |
$231K - $268K
|
5.37K
$438K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
3.35KNew |
$231K - $267K
|
3.35K
$274K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.29K+ 62.3% |
$227K - $263K
|
8.58K
$700K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3.24K+ 22.86% |
$223K - $259K
|
17.4K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$223K - $259K
|
3.24K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.19K+ 8.25% |
$220K - $255K
|
41.9K
$3.42M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.15K+ 0.58% |
$217K - $251K
|
550K
$44.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.1K+ 4.07% |
$213K - $247K
|
79.2K
$6.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.97KNew |
$204K - $237K
|
2.97K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2.92KNew |
$201K - $233K
|
2.92K
$239K
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.92KNew |
$201K - $233K
|
2.92K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.91KNew |
$200K - $232K
|
2.91K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$199K - $231K
|
2.89K
$236K
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$198K - $229K
|
2.87K
$235K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
2.76K+ 11.83% |
$190K - $220K
|
26.1K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.76KNew |
$190K - $220K
|
2.76K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.7K+ 6.6% |
$186K - $215K
|
43.5K
$3.55M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.6KNew |
$179K - $207K
|
2.6K
$212K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
2.55K+ 1.79% |
$176K - $204K
|
145K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2.41K+ 6.64% |
$166K - $192K
|
38.7K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.38K+ 80.43% |
$164K - $190K
|
5.35K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.24K+ 2.33% |
$155K - $179K
|
98.5K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.14K+ 5.93% |
$148K - $171K
|
38.3K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.1K+ 2.89% |
$145K - $168K
|
74.8K
$6.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.09K+ 9.33% |
$144K - $167K
|
24.5K
$2M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.08KNew |
$143K - $166K
|
2.08K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.02K+ 3.7% |
$139K - $161K
|
56.7K
$4.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.97K+ 20.77% |
$136K - $157K
|
11.5K
$936K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.97K+ 20.69% |
$136K - $157K
|
11.5K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.79K+ 19.16% |
$123K - $143K
|
11.1K
$907K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.77K+ 3.55% |
$122K - $141K
|
51.6K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.76K+ 1.46% |
$121K - $140K
|
122K
$9.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.69K+ 79.88% |
$116K - $135K
|
3.8K
$310K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.68K+ 5.47% |
$116K - $134K
|
32.4K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.66K+ 7.67% |
$114K - $133K
|
23.3K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.58KNew |
$109K - $126K
|
1.58K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.58KNew |
$109K - $126K
|
1.58K
$129K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57K+ 12.7% |
$108K - $125K
|
13.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 42.76% |
$108K - $125K
|
5.22K
$426K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.53K+ 22.54% |
$105K - $122K
|
8.3K
$678K
|