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 |
|---|---|---|---|---|---|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
2,937
shares
|
$239,747
3.12% of portfolio
|
Q4 2022
Reduced 85.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,920
shares
|
$238,359
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,917
shares
|
$238,114
0.11% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
2,908
shares
|
$237,380
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,888
shares
|
$235,747
0.06% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,875
shares
|
$234,686
0.0% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,863
shares
|
$233,706
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,858
shares
|
$233,298
0.12% of portfolio
|
Q3 2024
Reduced 27.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,824
shares
|
$230,523
0.03% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
2,821
shares
|
$230,278
0.21% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,816
shares
|
$229,870
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,800
shares
|
$228,564
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,790
shares
|
$227,747
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
2,762
shares
|
$225,462
0.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,759
shares
|
$225,217
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,755
shares
|
$224,890
0.02% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,732
shares
|
$223,013
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,715
shares
|
$221,625
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,711
shares
|
$221,298
0.07% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,708
shares
|
$221,054
0.04% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,705
shares
|
$220,809
0.16% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,701
shares
|
$220,482
0.0% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
2,690
shares
|
$219,584
0.12% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,677
shares
|
$218,523
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,658
shares
|
$216,972
0.05% of portfolio
|
Q4 2023
New holding
|