Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.5K+ 561.88% |
$354K - $391K
|
5.3K
$432K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.29K+ 17.33% |
$339K - $374K
|
29.1K
$2.37M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.27KNew |
$337K - $372K
|
4.27K
$349K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4K+ 8.62% |
$316K - $349K
|
50.5K
$4.12M
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
3.9K+ 1.18% |
$307K - $339K
|
334K
$27.3M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.72K+ 2.84% |
$293K - $324K
|
135K
$11M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.49K+ 5.49% |
$275K - $304K
|
67K
$5.47M
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.48KNew |
$274K - $303K
|
3.48K
$284K
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.4K+ 10.6% |
$268K - $296K
|
35.5K
$2.89M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.38KNew |
$267K - $294K
|
3.38K
$276K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.25K+ 4.1% |
$256K - $283K
|
82.5K
$6.73M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3.2K+ 2.3% |
$253K - $279K
|
143K
$11.7M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.14KNew |
$248K - $274K
|
3.14K
$257K
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.09KNew |
$243K - $269K
|
3.09K
$252K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09K+ 19.68% |
$243K - $269K
|
18.8K
$1.53M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
3.01K+ 15.11% |
$238K - $262K
|
23K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
Libra Wealth LLC
|
BUY
|
- |
3K+ 85.2% |
$237K - $261K
|
6.52K
$532K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$237K - $261K
|
3K
$245K
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.99K+ 7.09% |
$235K - $260K
|
45.1K
$3.68M
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.94K+ 4.67% |
$232K - $256K
|
65.8K
$5.37M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.94K+ 2.8% |
$232K - $256K
|
108K
$8.81M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.84K+ 12.78% |
$224K - $247K
|
25.1K
$2.05M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$215K - $237K
|
2.72K
$222K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.62K+ 9.27% |
$207K - $228K
|
30.9K
$2.52M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.58KNew |
$204K - $225K
|
2.58K
$211K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.56K+ 0.93% |
$202K - $223K
|
277K
$22.6M
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.55K+ 11.31% |
$201K - $222K
|
25.1K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.55KNew |
$201K - $222K
|
2.55K
$208K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
2.55KNew |
$201K - $222K
|
2.55K
$208K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.46K+ 16.73% |
$194K - $215K
|
17.2K
$1.4M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
2.45K+ 5.99% |
$193K - $213K
|
43.3K
$3.54M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.43KNew |
$191K - $211K
|
2.43K
$198K
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
2.42KNew |
$191K - $211K
|
2.42K
$198K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.35KNew |
$185K - $204K
|
2.35K
$191K
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.32K+ 17.95% |
$183K - $202K
|
15.2K
$1.24M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.31K+ 3.3% |
$182K - $201K
|
72.3K
$5.91M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.21K+ 38.14% |
$174K - $193K
|
8.02K
$654K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.2K+ 84.33% |
$174K - $192K
|
4.81K
$393K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.18K+ 6.67% |
$172K - $190K
|
34.9K
$2.85M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.18K+ 40.65% |
$172K - $190K
|
7.54K
$616K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.08K+ 593.71% |
$164K - $181K
|
2.43K
$198K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.01K+ 8.39% |
$158K - $175K
|
26K
$2.12M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.98K+ 13.89% |
$156K - $172K
|
16.2K
$1.32M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 6.52% |
$156K - $172K
|
32.2K
$2.63M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 74.72% |
$141K - $155K
|
4.17K
$341K
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.74K+ 2.69% |
$137K - $151K
|
66.4K
$5.42M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.73K+ 0.74% |
$137K - $151K
|
237K
$19.4M
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.71K+ 7.24% |
$135K - $149K
|
25.3K
$2.07M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.69K+ 20.96% |
$133K - $147K
|
9.75K
$796K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.68K+ 2.13% |
$133K - $147K
|
80.6K
$6.58M
|