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 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.56% |
$66.7 - $84.6
|
179
$16.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 5.0% |
$66.7 - $84.6
|
21
$1.88K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.38% |
$66.7 - $84.6
|
261
$23.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.27% |
$66.7 - $84.6
|
80
$7.17K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.91% |
$66.7 - $84.6
|
111
$9.95K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$66.7 - $84.6
|
13.2K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 5.26% |
$66.7 - $84.6
|
18
$1.61K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3- 0.15% |
$200 - $254
|
1.96K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5- 29.41% |
$333 - $423
|
12
$1.08K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5- 0.11% |
$333 - $423
|
4.64K
$416K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6- 0.58% |
$400 - $507
|
1.04K
$93K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 52.94% |
$600 - $761
|
8
$717
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 30.0% |
$1K - $1.27K
|
35
$3.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-20- 0.35% |
$1.33K - $1.69K
|
5.64K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-21- 3.33% |
$1.4K - $1.78K
|
610
$54.7K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-24- 0.2% |
$1.6K - $2.03K
|
12K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-27- 0.37% |
$1.8K - $2.28K
|
7.35K
$659K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 1.8% |
$1.93K - $2.45K
|
1.58K
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-36- 0.86% |
$2.4K - $3.04K
|
4.16K
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37- 0.15% |
$2.47K - $3.13K
|
24.5K
$2.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 1.79% |
$2.53K - $3.21K
|
2.08K
$187K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-38- 1.08% |
$2.53K - $3.21K
|
3.49K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-44- 1.69% |
$2.93K - $3.72K
|
2.57K
$230K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-51- 51.52% |
$3.4K - $4.31K
|
48
$4.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-51- 0.84% |
$3.4K - $4.31K
|
6.04K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-55- 1.3% |
$3.67K - $4.65K
|
4.18K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-68- 2.2% |
$4.53K - $5.75K
|
3.02K
$270K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-69- 0.13% |
$4.6K - $5.83K
|
51.2K
$4.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-71- 0.59% |
$4.73K - $6K
|
12K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-75- 2.06% |
$5K - $6.34K
|
3.57K
$320K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-77- 1.17% |
$5.13K - $6.51K
|
6.5K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-80- 2.76% |
$5.33K - $6.76K
|
2.82K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-100- 2.0% |
$6.67K - $8.46K
|
4.9K
$439K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-100- 3.53% |
$6.67K - $8.46K
|
2.73K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-104- 4.6% |
$6.93K - $8.79K
|
2.16K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 3.65% |
$7.07K - $8.96K
|
2.8K
$251K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-112- 2.04% |
$7.47K - $9.47K
|
5.38K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-121- 0.83% |
$8.07K - $10.2K
|
14.5K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-128- 0.55% |
$8.53K - $10.8K
|
23K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-130- 37.68% |
$8.67K - $11K
|
215
$19.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-135- 4.65% |
$9K - $11.4K
|
2.77K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-135- 23.81% |
$9K - $11.4K
|
432
$38.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-140- 3.79% |
$9.33K - $11.8K
|
3.55K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-142- 36.32% |
$9.47K - $12K
|
249
$22.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-147- 0.28% |
$9.8K - $12.4K
|
51.8K
$4.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-148- 0.32% |
$9.87K - $12.5K
|
45.9K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 4.41% |
$9.87K - $12.5K
|
3.21K
$288K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-150- 12.4% |
$10K - $12.7K
|
1.06K
$95.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 66.09% |
$10.1K - $12.9K
|
78
$6.99K
|