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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
146,739
shares
|
$12 Million
0.43% of portfolio
|
Q4 2024
Added 465.34%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 07, 2025 Q4 2024 |
141,500
shares
|
$11.6 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
136,802
shares
|
$11.2 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
136,209
shares
|
$11.1 Million
5.04% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
135,768
shares
|
$11.1 Million
8.87% of portfolio
|
Q4 2024
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
134,278
shares
|
$11 Million
5.54% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
133,167
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
129,863
shares
|
$10.6 Million
0.91% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
126,685
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
124,846
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
124,314
shares
|
$10.1 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,577
shares
|
$9.52 Million
3.61% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
115,543
shares
|
$9.43 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
115,065
shares
|
$9.39 Million
5.54% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
114,974
shares
|
$9.39 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
114,047
shares
|
$9.31 Million
0.18% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
113,500
shares
|
$9.27 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
112,823
shares
|
$9.21 Million
1.26% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
112,667
shares
|
$9.2 Million
2.16% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
110,931
shares
|
$9.06 Million
4.37% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
109,895
shares
|
$8.97 Million
0.03% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
109,389
shares
|
$8.93 Million
0.02% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
108,965
shares
|
$8.89 Million
0.02% of portfolio
|
Q4 2024
Added 188.82%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
108,796
shares
|
$8.88 Million
0.64% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
104,003
shares
|
$8.49 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.77%
|