Latest Institutional Purchases of Spdr S&P 600 Small Cap Value E (SLYV)
This list provides information on the latest institutional transactions involving Spdr S&P 600 Small Cap Value E (SLYV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.92KNew |
$201K - $233K
|
2.92K
$262K
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
801+ 29.9% |
$55.2K - $63.9K
|
3.48K
$312K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
500+ 100.0% |
$34.4K - $39.9K
|
1K
$89.7K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$17.9K - $20.7K
|
260
$23.3K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
247+ 1.27% |
$17K - $19.7K
|
19.7K
$1.77M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
213New |
$14.7K - $17K
|
213
$19.1K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
195New |
$13.4K - $15.6K
|
195
$17.5K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
35New |
$2.41K - $2.79K
|
35
$3.14K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9New |
$620 - $718
|
9
$807
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7New |
$482 - $559
|
7
$628
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$68.9 - $79.8
|
1
$89.7
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
43.4KNew |
$2.92M - $3.58M
|
43.4K
$3.9M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.7KNew |
$2.13M - $2.61M
|
31.7K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
4.81KNew |
$323K - $396K
|
4.81K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.34KNew |
$291K - $357K
|
4.34K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.67K+ 91.01% |
$246K - $302K
|
7.69K
$690K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
535+ 25.56% |
$35.9K - $44K
|
2.63K
$236K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
379+ 9.93% |
$25.4K - $31.2K
|
4.19K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
366New |
$24.6K - $30.1K
|
366
$32.8K
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
270New |
$18.1K - $22.2K
|
270
$24.2K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
238New |
$16K - $19.6K
|
238
$21.3K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
201New |
$13.5K - $16.5K
|
201
$18K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
178New |
$12K - $14.7K
|
178
$16K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
56New |
$3.76K - $4.61K
|
56
$5.02K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.12% |
$3.36K - $4.12K
|
42.1K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.34K - $1.65K
|
11.2K
$1.01M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.71% |
$1.07K - $1.32K
|
951
$85.3K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$336 - $412
|
5
$448
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
311KNew |
$21.9M - $26.2M
|
311K
$27.9M
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
72.7KNew |
$5.12M - $6.11M
|
72.7K
$6.52M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
53.8KNew |
$3.79M - $4.53M
|
53.8K
$4.83M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
28K+ 906.15% |
$1.97M - $2.35M
|
31.1K
$2.79M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
13KNew |
$913K - $1.09M
|
13K
$1.16M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
10.8KNew |
$757K - $904K
|
10.8K
$964K
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.28KNew |
$442K - $528K
|
6.28K
$563K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.18KNew |
$435K - $519K
|
6.18K
$554K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.86KNew |
$413K - $493K
|
5.86K
$526K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.39KNew |
$380K - $454K
|
5.39K
$484K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
4.87KNew |
$342K - $409K
|
4.87K
$436K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.88KNew |
$273K - $326K
|
3.88K
$347K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
275New |
$19.4K - $23.1K
|
275
$24.7K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
269New |
$18.9K - $22.6K
|
269
$24.1K
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
256+ 3.73% |
$18K - $21.5K
|
7.12K
$639K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
136New |
$9.57K - $11.4K
|
136
$12.2K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$8.45K - $10.1K
|
120
$10.8K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
26New |
$1.83K - $2.19K
|
26
$2.33K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
25New |
$1.76K - $2.1K
|
25
$2.24K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1New |
$70.4 - $84.1
|
1
$89.7
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
135KNew |
$10.7M - $11.8M
|
135K
$12.1M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
15.2KNew |
$1.2M - $1.32M
|
15.2K
$1.36M
|