Institutional Ownership 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). We have compiled data on the 631 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
16,054
shares
|
$1.31 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
15,740
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,661
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
15,532
shares
|
$1.27 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
15,360
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
14,975
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,956
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,910
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Added 42.98%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
14,766
shares
|
$1.21 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
14,602
shares
|
$1.19 Million
0.88% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
14,471
shares
|
$1.18 Million
0.79% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
14,190
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
14,121
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,062
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,000
shares
|
$1.14 Million
0.28% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
13,809
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,741
shares
|
$1.12 Million
0.43% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
13,740
shares
|
$1.12 Million
1.48% of portfolio
|
Q3 2022
Reduced 14.61%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
13,713
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
13,484
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,482
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
13,306
shares
|
$1.09 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
13,265
shares
|
$1.08 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
13,234
shares
|
$1.08 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,227
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Added 2.1%
|