Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-283- 0.82% |
$19.5K - $22.6K
|
34K
$2.78M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-288- 85.71% |
$19.8K - $23K
|
48
$3.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-296- 5.98% |
$20.4K - $23.6K
|
4.65K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-303- 0.77% |
$20.9K - $24.2K
|
38.8K
$3.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-320- 4.27% |
$22K - $25.5K
|
7.17K
$585K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-324- 18.88% |
$22.3K - $25.9K
|
1.39K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-344- 1.29% |
$23.7K - $27.5K
|
26.4K
$2.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-355- 7.27% |
$24.4K - $28.3K
|
4.53K
$370K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-363- 0.67% |
$25K - $29K
|
54.1K
$4.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-374- 8.57% |
$25.8K - $29.8K
|
3.99K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-403- 30.76% |
$27.8K - $32.2K
|
907
$74K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-423- 6.5% |
$29.1K - $33.8K
|
6.08K
$497K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-438- 12.96% |
$30.2K - $35K
|
2.94K
$240K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-479- 1.04% |
$33K - $38.2K
|
45.4K
$3.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-528- 11.38% |
$36.4K - $42.1K
|
4.11K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-549- 1.98% |
$37.8K - $43.8K
|
27.1K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-566- 1.21% |
$39K - $45.2K
|
46.3K
$3.78M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-568- 4.11% |
$39.1K - $45.3K
|
13.3K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-618- 7.58% |
$42.6K - $49.3K
|
7.54K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-628- 4.74% |
$43.2K - $50.1K
|
12.6K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-641- 10.74% |
$44.1K - $51.2K
|
5.33K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-668- 1.15% |
$46K - $53.3K
|
57.5K
$4.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 1.9% |
$48.4K - $56.1K
|
36.2K
$2.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-800- 3.5% |
$55.1K - $63.8K
|
22.1K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-859- 3.2% |
$59.2K - $68.5K
|
26K
$2.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-889- 2.15% |
$61.2K - $70.9K
|
40.4K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-894- 18.26% |
$61.6K - $71.3K
|
4K
$327K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-948- 0.7% |
$65.3K - $75.7K
|
134K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-968- 4.83% |
$66.7K - $77.2K
|
19.1K
$1.56M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-1.23K- 2.94% |
$84.6K - $98K
|
40.5K
$3.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.24K- 1.59% |
$85.5K - $99K
|
76.9K
$6.28M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.31K- 5.62% |
$90.1K - $104K
|
22K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.32K- 26.08% |
$91.2K - $106K
|
3.75K
$306K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.35K- 14.16% |
$93K - $108K
|
8.19K
$668K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.35K- 5.34% |
$93.2K - $108K
|
24K
$1.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.45K- 1.72% |
$99.8K - $116K
|
83K
$6.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.55K- 3.77% |
$106K - $123K
|
39.5K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.55K- 4.96% |
$107K - $124K
|
29.7K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 25.0% |
$110K - $128K
|
4.8K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.64K- 14.6% |
$113K - $131K
|
9.57K
$781K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.68K- 4.15% |
$115K - $134K
|
38.7K
$3.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.69K- 0.95% |
$116K - $135K
|
175K
$14.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.72K- 1.55% |
$119K - $137K
|
110K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.76K- 24.17% |
$121K - $140K
|
5.52K
$450K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 0.53% |
$123K - $143K
|
335K
$27.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.89K- 1.06% |
$130K - $151K
|
176K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.99K- 2.24% |
$137K - $159K
|
86.6K
$7.07M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.99K- 2.24% |
$137K - $159K
|
86.6K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.01K- 34.89% |
$139K - $161K
|
3.76K
$307K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.09K- 3.92% |
$144K - $167K
|
51.2K
$4.18M
|