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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
62
shares
|
$5,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
56
shares
|
$4,571
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
54
shares
|
$4,408
0.0% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
51
shares
|
$4,163
0.0% of portfolio
|
Q2 2020
Reduced 78.84%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
48
shares
|
$3,918
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$3,673
0.0% of portfolio
|
Q3 2023
Reduced 96.97%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42
shares
|
$3,428
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
36
shares
|
$2,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
35
shares
|
$2,857
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$2,857
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
32
shares
|
$2,612
0.0% of portfolio
|
Q2 2022
Reduced 36.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
32
shares
|
$2,612
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30
shares
|
$2,448
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$2,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
22
shares
|
$1,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
21
shares
|
$1,714
0.0% of portfolio
|
Q1 2022
Reduced 36.36%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
21
shares
|
$1,714
0.0% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,632
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
17
shares
|
$1,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
16
shares
|
$1,306
0.0% of portfolio
|
Q4 2024
Added 77.78%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$1,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$816
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9
shares
|
$734
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
8
shares
|
$653
0.0% of portfolio
|
Q4 2024
New holding
|