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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
250,748
shares
|
$20.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
250,700
shares
|
$20.5 Million
2.14% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
234,072
shares
|
$19.1 Million
4.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
233,591
shares
|
$19.1 Million
9.7% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
232,904
shares
|
$19 Million
2.58% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
219,943
shares
|
$18 Million
3.3% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
216,106
shares
|
$17.6 Million
7.0% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
206,355
shares
|
$16.8 Million
0.68% of portfolio
|
Q4 2024
Reduced 44.02%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
206,132
shares
|
$16.8 Million
1.8% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
196,216
shares
|
$16 Million
0.65% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
183,471
shares
|
$15 Million
0.05% of portfolio
|
Q2 2023
Added 8.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
180,920
shares
|
$14.8 Million
1.4% of portfolio
|
Q2 2023
Added 1.26%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
179,999
shares
|
$14.7 Million
1.41% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
176,756
shares
|
$14.4 Million
8.77% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
173,392
shares
|
$14.2 Million
0.72% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
162,646
shares
|
$13.3 Million
3.27% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
161,693
shares
|
$13.2 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
161,005
shares
|
$13.1 Million
9.85% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
158,283
shares
|
$12.9 Million
3.26% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
158,179
shares
|
$12.9 Million
1.35% of portfolio
|
Q4 2024
Added 91.22%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
155,721
shares
|
$12.7 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
151,926
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
149,299
shares
|
$12.2 Million
0.83% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
148,761
shares
|
$12.1 Million
0.04% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
147,567
shares
|
$12 Million
0.91% of portfolio
|
Q4 2024
Added 0.82%
|