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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
103,945
shares
|
$8.49 Million
5.35% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
102,429
shares
|
$8.36 Million
0.11% of portfolio
|
Q4 2024
Added 86.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
93,964
shares
|
$7.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
91,707
shares
|
$7.49 Million
0.05% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
89,824
shares
|
$7.33 Million
0.82% of portfolio
|
Q4 2024
Added 20.18%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
88,803
shares
|
$7.25 Million
0.28% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
88,427
shares
|
$7.22 Million
0.73% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
85,901
shares
|
$7.01 Million
0.87% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
85,468
shares
|
$6.98 Million
0.68% of portfolio
|
Q4 2024
Reduced 85.72%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
84,165
shares
|
$6.87 Million
2.73% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
83,070
shares
|
$6.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.31%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
81,008
shares
|
$6.61 Million
2.27% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
80,275
shares
|
$6.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
77,089
shares
|
$6.29 Million
0.02% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
76,140
shares
|
$6.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
75,379
shares
|
$6.15 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
75,288
shares
|
$6.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
74,865
shares
|
$6.11 Million
1.4% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
73,446
shares
|
$6 Million
0.05% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
72,897
shares
|
$5.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.31%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
72,610
shares
|
$5.93 Million
2.12% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
71,541
shares
|
$5.84 Million
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
69,739
shares
|
$5.69 Million
3.11% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
68,045
shares
|
$5.55 Million
0.07% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
66,864
shares
|
$5.46 Million
0.85% of portfolio
|
Q4 2024
Added 9.93%
|