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
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.73KNew |
$182K - $231K
|
2.73K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.7K+ 8.45% |
$180K - $228K
|
34.7K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.66KNew |
$177K - $225K
|
2.66K
$217K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.66KNew |
$177K - $225K
|
2.66K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$175K - $222K
|
2.63K
$215K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.63KNew |
$175K - $222K
|
2.63K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.62KNew |
$175K - $222K
|
2.62K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.6K+ 0.72% |
$174K - $220K
|
366K
$29.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$173K - $219K
|
2.59K
$211K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.57KNew |
$171K - $217K
|
2.57K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.54K+ 34.15% |
$169K - $214K
|
9.96K
$813K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.52KNew |
$168K - $213K
|
2.52K
$206K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.48KNew |
$165K - $210K
|
2.48K
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$165K - $209K
|
2.47K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 2.01% |
$160K - $203K
|
122K
$9.94M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.28KNew |
$152K - $193K
|
2.28K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.24K+ 6.97% |
$150K - $190K
|
34.4K
$2.81M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.11K+ 7.36% |
$141K - $179K
|
30.8K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.09K+ 3.34% |
$139K - $177K
|
64.8K
$5.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 2.16% |
$137K - $174K
|
97.3K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.05K+ 34.66% |
$137K - $173K
|
7.96K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2K+ 2.9% |
$134K - $169K
|
71.1K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.92K+ 2.5% |
$128K - $162K
|
78.6K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.9K+ 13.88% |
$127K - $161K
|
15.6K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.18% |
$125K - $159K
|
88K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.88K+ 50.83% |
$125K - $159K
|
5.56K
$454K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 71.98% |
$122K - $155K
|
4.39K
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.79K+ 1.16% |
$119K - $151K
|
156K
$12.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.77K+ 7.45% |
$118K - $150K
|
25.5K
$2.08M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.75K+ 0.79% |
$117K - $148K
|
224K
$18.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.63K+ 2.61% |
$109K - $138K
|
64.2K
$5.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.59K+ 23.4% |
$106K - $134K
|
8.39K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.55K+ 2.47% |
$103K - $131K
|
64.3K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.54K+ 3.86% |
$103K - $130K
|
41.5K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.5K+ 36.77% |
$100K - $127K
|
5.59K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.49K+ 0.73% |
$99.2K - $126K
|
207K
$16.9M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.45K+ 6.47% |
$96.7K - $123K
|
23.9K
$1.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.45KNew |
$96.6K - $123K
|
1.45K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.44K+ 1.98% |
$96.1K - $122K
|
74.1K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.41K+ 34.21% |
$94.3K - $120K
|
5.55K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.4K+ 6.81% |
$93.3K - $118K
|
22K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.39K+ 11.88% |
$92.5K - $117K
|
13.1K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.23K+ 1.03% |
$82.2K - $104K
|
121K
$9.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.2K+ 32.97% |
$80K - $101K
|
4.84K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.16K+ 3.34% |
$77.5K - $98.3K
|
36K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.15K+ 3.82% |
$76.4K - $96.9K
|
31.2K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.09K+ 5.88% |
$72.9K - $92.4K
|
19.7K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.02K+ 22.04% |
$68K - $86.2K
|
5.65K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.02K+ 28.45% |
$67.9K - $86.2K
|
4.6K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
986+ 1.71% |
$65.7K - $83.4K
|
58.7K
$4.79M
|