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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
897
shares
|
$73,222
0.0% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
871
shares
|
$71,099
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
857
shares
|
$69,956
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
801
shares
|
$65,385
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
743
shares
|
$60,651
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
730
shares
|
$59,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
725
shares
|
$59,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$58,773
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
610
shares
|
$49,794
0.01% of portfolio
|
Q4 2023
Reduced 3.33%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
580
shares
|
$47,345
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
579
shares
|
$47,263
0.0% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
540
shares
|
$44,080
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
538
shares
|
$43,916
0.01% of portfolio
|
Q2 2024
Reduced 41.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
510
shares
|
$41,631
0.02% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
508
shares
|
$41,468
0.0% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
492
shares
|
$40,161
0.0% of portfolio
|
Q2 2024
Reduced 38.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
489
shares
|
$39,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
462
shares
|
$37,713
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
432
shares
|
$35,264
0.02% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
429
shares
|
$35,019
0.01% of portfolio
|
Q4 2023
Reduced 32.01%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
395
shares
|
$32,243
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
388
shares
|
$31,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
387
shares
|
$31,590
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
385
shares
|
$31,427
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
367
shares
|
$29,958
0.01% of portfolio
|
Q2 2023
New holding
|