Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
496K+ 98.15% |
$33.1M - $41.9M
|
1M
$85.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
223KNew |
$14.8M - $18.8M
|
223K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
222K+ 500.63% |
$14.8M - $18.8M
|
266K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
160K+ 61.29% |
$10.6M - $13.5M
|
420K
$35.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
116KNew |
$7.7M - $9.77M
|
116K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
114KNew |
$7.57M - $9.6M
|
114K
$9.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
64.3K+ 60.4% |
$4.29M - $5.44M
|
171K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64K+ 4.91% |
$4.27M - $5.41M
|
1.37M
$116M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
52.1K+ 948.97% |
$3.47M - $4.41M
|
57.6K
$4.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.6K+ 76.07% |
$3.11M - $3.94M
|
108K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8K+ 313.17% |
$2.99M - $3.79M
|
59.1K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
37KNew |
$2.46M - $3.13M
|
37K
$3.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.4KNew |
$2.43M - $3.08M
|
36.4K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3KNew |
$2.42M - $3.07M
|
36.3K
$3.08M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
34.6K+ 10.15% |
$2.31M - $2.92M
|
375K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.9KNew |
$2.26M - $2.86M
|
33.9K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
32.7K+ 26.64% |
$2.18M - $2.76M
|
155K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.1K+ 4.1% |
$2.01M - $2.55M
|
764K
$64.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
29.1KNew |
$1.94M - $2.46M
|
29.1K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.8K+ 8.19% |
$1.92M - $2.43M
|
380K
$32.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.7KNew |
$1.84M - $2.34M
|
27.7K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.2K+ 9.81% |
$1.82M - $2.3M
|
305K
$25.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.3K+ 417.43% |
$1.48M - $1.88M
|
27.6K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
20.9KNew |
$1.39M - $1.76M
|
20.9K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.6K+ 6.09% |
$1.11M - $1.4M
|
289K
$24.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
16KNew |
$1.07M - $1.35M
|
16K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.4KNew |
$1.03M - $1.3M
|
15.4K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.3KNew |
$1.02M - $1.3M
|
15.3K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
15.3KNew |
$1.02M - $1.3M
|
15.3K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.3K+ 215.5% |
$1.02M - $1.29M
|
22.4K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
15.2KNew |
$1.01M - $1.28M
|
15.2K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
14.9K+ 13.77% |
$995K - $1.26M
|
123K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14.8KNew |
$987K - $1.25M
|
14.8K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
14.8KNew |
$986K - $1.25M
|
14.8K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
14.8KNew |
$986K - $1.25M
|
14.8K
$1.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.5KNew |
$968K - $1.23M
|
14.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 24.58% |
$846K - $1.07M
|
64.3K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
12.4K+ 12.59% |
$823K - $1.04M
|
110K
$9.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12KNew |
$802K - $1.02M
|
12K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.3KNew |
$756K - $958K
|
11.3K
$963K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
10.8K+ 154.12% |
$719K - $911K
|
17.8K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
10.4K+ 4.18% |
$696K - $883K
|
261K
$22.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.83K+ 3.23% |
$655K - $831K
|
314K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
9.66KNew |
$644K - $817K
|
9.66K
$821K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.08K+ 4.01% |
$605K - $767K
|
236K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.08KNew |
$539K - $684K
|
8.08K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.72KNew |
$515K - $653K
|
7.72K
$656K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.59K+ 5.65% |
$506K - $641K
|
142K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7.27KNew |
$485K - $615K
|
7.27K
$618K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.12K+ 2.64% |
$475K - $602K
|
276K
$23.5M
|