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 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-803- 15.98% |
$53.5K - $67.9K
|
4.22K
$378K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-829- 1.23% |
$55.3K - $70.1K
|
66.8K
$5.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-832- 82.13% |
$55.5K - $70.3K
|
181
$16.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-860- 0.5% |
$57.3K - $72.7K
|
170K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-862- 0.97% |
$57.5K - $72.9K
|
87.7K
$7.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-920- 11.64% |
$61.3K - $77.8K
|
6.98K
$626K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-967- 42.81% |
$64.5K - $81.8K
|
1.29K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1K- 50.0% |
$66.7K - $84.6K
|
1K
$89.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.03K- 13.02% |
$68.4K - $86.7K
|
6.85K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.04K- 20.05% |
$69.5K - $88.2K
|
4.16K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.09K- 14.61% |
$72.6K - $92.1K
|
6.37K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.1K- 27.63% |
$73.3K - $93K
|
2.88K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.13K- 3.88% |
$75K - $95.1K
|
27.9K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.14K- 2.67% |
$76.2K - $96.6K
|
41.7K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.18K- 0.37% |
$78.9K - $100K
|
319K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.19K- 1.02% |
$79.3K - $101K
|
116K
$10.4M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.2K- 2.22% |
$80.1K - $102K
|
52.9K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.32K- 26.16% |
$88K - $112K
|
3.73K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 4.13% |
$88.1K - $112K
|
30.7K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 9.03% |
$89.1K - $113K
|
13.5K
$1.21M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.34K- 14.84% |
$89.1K - $113K
|
7.67K
$688K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.35K- 18.11% |
$90K - $114K
|
6.11K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.35K- 18.11% |
$90K - $114K
|
6.11K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.37K- 2.53% |
$91.3K - $116K
|
52.8K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.37K- 3.18% |
$91.4K - $116K
|
41.7K
$3.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.4K- 1.86% |
$93.3K - $118K
|
73.8K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.41K- 19.88% |
$93.9K - $119K
|
5.68K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-1.42K- 21.75% |
$94.5K - $120K
|
5.1K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.51K- 6.0% |
$101K - $128K
|
23.7K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.61K- 9.23% |
$108K - $136K
|
15.9K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.63K- 2.73% |
$109K - $138K
|
58.2K
$5.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.73K- 36.77% |
$116K - $147K
|
2.98K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.83K- 5.76% |
$122K - $155K
|
29.9K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 6.2% |
$123K - $155K
|
27.8K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.85K- 4.47% |
$123K - $156K
|
39.5K
$3.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.85K- 22.02% |
$123K - $156K
|
6.55K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.12K- 10.84% |
$141K - $179K
|
17.4K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.15K- 9.45% |
$143K - $181K
|
20.6K
$1.84M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.24K- 2.26% |
$149K - $189K
|
96.8K
$8.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.27K- 7.83% |
$151K - $192K
|
26.7K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.31K- 4.17% |
$154K - $195K
|
53.1K
$4.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.34K- 26.87% |
$156K - $198K
|
6.36K
$570K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.39K- 6.05% |
$159K - $202K
|
37.1K
$3.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.62K- 5.22% |
$174K - $221K
|
47.6K
$4.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.78K- 38.07% |
$185K - $235K
|
4.53K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 2.97% |
$186K - $236K
|
91.2K
$8.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 36.58% |
$187K - $237K
|
4.85K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.9K- 15.43% |
$193K - $245K
|
15.9K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.92K- 26.15% |
$195K - $247K
|
8.25K
$739K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.94K- 97.74% |
$196K - $248K
|
68
$6.1K
|