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 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.98KNew |
$465K - $590K
|
6.98K
$593K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.96K+ 8.21% |
$464K - $588K
|
91.7K
$7.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.77KNew |
$451K - $573K
|
6.77K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$437K - $554K
|
6.56K
$557K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 38.81% |
$430K - $546K
|
23.1K
$1.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.11K+ 118.0% |
$407K - $517K
|
11.3K
$959K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.79KNew |
$386K - $490K
|
5.79K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.77K+ 0.72% |
$385K - $488K
|
803K
$68.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
5.53KNew |
$368K - $467K
|
5.53K
$469K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.47K+ 27.7% |
$364K - $462K
|
25.2K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.15KNew |
$343K - $436K
|
5.15K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.83KNew |
$322K - $408K
|
4.83K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.81K+ 23.94% |
$320K - $406K
|
24.9K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
4.73K+ 5.92% |
$315K - $400K
|
84.5K
$7.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.73K+ 160.33% |
$315K - $399K
|
7.67K
$652K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.66K+ 3.49% |
$311K - $394K
|
138K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
4.58KNew |
$305K - $387K
|
4.58K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.54KNew |
$303K - $384K
|
4.54K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.49K+ 0.99% |
$299K - $380K
|
456K
$38.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.3KNew |
$286K - $363K
|
4.3K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
4.29KNew |
$286K - $362K
|
4.29K
$364K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.21K+ 5.14% |
$281K - $356K
|
86.2K
$7.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.16KNew |
$277K - $352K
|
4.16K
$354K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.05K+ 2.65% |
$270K - $342K
|
157K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$266K - $337K
|
284K
$24.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 3.25% |
$264K - $335K
|
126K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.81K+ 4.45% |
$254K - $322K
|
89.5K
$7.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.74KNew |
$249K - $316K
|
3.74K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.63KNew |
$242K - $306K
|
3.63K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.59K+ 4.9% |
$239K - $304K
|
76.9K
$6.54M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.56K+ 3.07% |
$237K - $301K
|
120K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.51K+ 2.22% |
$234K - $297K
|
161K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.27KNew |
$218K - $276K
|
3.27K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.26K+ 13.5% |
$217K - $275K
|
27.4K
$2.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.21K+ 27.46% |
$214K - $271K
|
14.9K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.16KNew |
$211K - $268K
|
3.16K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.09K+ 10.98% |
$206K - $261K
|
31.2K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.06K+ 46.74% |
$204K - $259K
|
9.61K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.06K+ 2.99% |
$204K - $259K
|
105K
$8.95M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.01KNew |
$200K - $254K
|
3.01K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.93KNew |
$196K - $248K
|
2.93K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.93K+ 3.0% |
$195K - $248K
|
101K
$8.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
2.93K+ 1.89% |
$195K - $247K
|
158K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.92KNew |
$195K - $247K
|
2.92K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
2.87K+ 1.96% |
$191K - $242K
|
149K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.84KNew |
$189K - $240K
|
2.84K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.83K+ 7.03% |
$189K - $240K
|
43.2K
$3.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.82K+ 23.15% |
$188K - $238K
|
15K
$1.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.79K+ 33.9% |
$186K - $236K
|
11K
$936K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$232K
|