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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
10,925
shares
|
$891,807
0.33% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,910
shares
|
$890,583
0.0% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,900
shares
|
$889,767
0.06% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,837
shares
|
$884,624
0.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,792
shares
|
$880,950
0.14% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
10,619
shares
|
$866,828
0.74% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
10,606
shares
|
$865,767
0.01% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,588
shares
|
$864,298
0.06% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,507
shares
|
$857,686
0.1% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
10,428
shares
|
$851,237
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,222
shares
|
$834,421
0.0% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,169
shares
|
$830,095
0.09% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,142
shares
|
$827,891
0.03% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
10,101
shares
|
$824,544
0.16% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
10,100
shares
|
$824,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,892
shares
|
$807,483
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,616
shares
|
$784,954
0.03% of portfolio
|
Q2 2020
Reduced 48.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
9,204
shares
|
$751,322
0.42% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
9,117
shares
|
$744,220
0.53% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
8,803
shares
|
$718,588
0.15% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,732
shares
|
$712,793
0.16% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
8,726
shares
|
$712,303
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
8,716
shares
|
$711,487
0.16% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
8,642
shares
|
$705,446
0.2% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,638
shares
|
$705,119
0.08% of portfolio
|
Q4 2024
Reduced 10.05%
|