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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 4.41% |
$9.87K - $12.5K
|
3.21K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-150- 12.4% |
$10K - $12.7K
|
1.06K
$86.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-152- 66.09% |
$10.1K - $12.9K
|
78
$6.37K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-170- 1.07% |
$11.3K - $14.4K
|
15.8K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-172- 3.61% |
$11.5K - $14.5K
|
4.6K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 12.02% |
$11.6K - $14.7K
|
1.27K
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-176- 1.34% |
$11.7K - $14.9K
|
13K
$1.06M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-177- 0.44% |
$11.8K - $15K
|
39.7K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-189- 3.89% |
$12.6K - $16K
|
4.68K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-190- 1.93% |
$12.7K - $16.1K
|
9.64K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-193- 1.89% |
$12.9K - $16.3K
|
10K
$818K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-201- 4.94% |
$13.4K - $17K
|
3.87K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-201- 0.51% |
$13.4K - $17K
|
38.9K
$3.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-202- 32.01% |
$13.5K - $17.1K
|
429
$35K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-219- 2.16% |
$14.6K - $18.5K
|
9.9K
$808K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-224- 8.01% |
$14.9K - $18.9K
|
2.57K
$210K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-226- 5.9% |
$15.1K - $19.1K
|
3.6K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-229- 1.36% |
$15.3K - $19.4K
|
16.6K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-237- 0.28% |
$15.8K - $20K
|
84.2K
$6.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-261- 3.79% |
$17.4K - $22.1K
|
6.63K
$541K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-262- 5.05% |
$17.5K - $22.2K
|
4.93K
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-285- 8.38% |
$19K - $24.1K
|
3.12K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 6.44% |
$20.3K - $25.7K
|
4.42K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-311- 0.61% |
$20.7K - $26.3K
|
50.3K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-314- 1.39% |
$20.9K - $26.5K
|
22.3K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-326- 2.09% |
$21.7K - $27.6K
|
15.2K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-365- 5.79% |
$24.3K - $30.9K
|
5.94K
$485K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-370- 3.81% |
$24.7K - $31.3K
|
9.33K
$762K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-377- 0.93% |
$25.1K - $31.9K
|
39.9K
$3.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-386- 11.47% |
$25.7K - $32.6K
|
2.98K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-388- 2.79% |
$25.9K - $32.8K
|
13.5K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-391- 8.37% |
$26.1K - $33.1K
|
4.28K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-414- 1.29% |
$27.6K - $35K
|
31.8K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-421- 12.43% |
$28.1K - $35.6K
|
2.97K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-458- 3.37% |
$30.5K - $38.7K
|
13.1K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-490- 5.48% |
$32.7K - $41.4K
|
8.45K
$690K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-495- 2.2% |
$33K - $41.9K
|
22K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-509- 1.3% |
$33.9K - $43K
|
38.6K
$3.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-533- 1.78% |
$35.5K - $45.1K
|
29.4K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-589- 9.21% |
$39.3K - $49.8K
|
5.8K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-593- 5.52% |
$39.5K - $50.1K
|
10.1K
$828K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-603- 2.44% |
$40.2K - $51K
|
24.1K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-631- 6.62% |
$42.1K - $53.4K
|
8.9K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-638- 6.79% |
$42.5K - $53.9K
|
8.75K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-639- 11.18% |
$42.6K - $54K
|
5.08K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-656- 17.63% |
$43.7K - $55.5K
|
3.07K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-693- 11.85% |
$46.2K - $58.6K
|
5.16K
$421K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-711- 9.0% |
$47.4K - $60.1K
|
7.19K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-712- 33.71% |
$47.5K - $60.2K
|
1.4K
$114K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-735- 6.78% |
$49K - $62.1K
|
10.1K
$825K
|