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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
64,903
shares
|
$5.3 Million
0.14% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
64,801
shares
|
$5.29 Million
0.84% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
64,740
shares
|
$5.28 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
62,995
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
62,746
shares
|
$5.12 Million
1.38% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
62,295
shares
|
$5.09 Million
1.17% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
60,075
shares
|
$4.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
59,724
shares
|
$4.88 Million
0.58% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
58,775
shares
|
$4.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
58,472
shares
|
$4.77 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
57,891
shares
|
$4.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
57,145
shares
|
$4.66 Million
0.01% of portfolio
|
Q4 2024
Added 8181.88%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
56,463
shares
|
$4.61 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
56,386
shares
|
$4.6 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
56,112
shares
|
$4.58 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
56,035
shares
|
$4.57 Million
0.39% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
55,008
shares
|
$4.49 Million
2.61% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
53,821
shares
|
$4.39 Million
2.43% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
53,287
shares
|
$4.35 Million
0.56% of portfolio
|
Q4 2024
Reduced 47.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
52,392
shares
|
$4.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
51,228
shares
|
$4.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
50,884
shares
|
$4.15 Million
0.09% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
50,499
shares
|
$4.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
49,792
shares
|
$4.06 Million
0.66% of portfolio
|
Q3 2023
Reduced 6.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,310
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.18%
|