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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
47,735
shares
|
$3.9 Million
2.08% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,629
shares
|
$3.89 Million
1.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
47,026
shares
|
$3.84 Million
2.0% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
46,753
shares
|
$3.82 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,383
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
46,184
shares
|
$3.77 Million
1.35% of portfolio
|
Q4 2024
Added 843.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
46,177
shares
|
$3.77 Million
0.27% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
44,611
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Added 36.93%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
44,351
shares
|
$3.62 Million
1.94% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
43,443
shares
|
$3.55 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
42,683
shares
|
$3.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
42,616
shares
|
$3.48 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
42,518
shares
|
$3.47 Million
1.76% of portfolio
|
Q4 2024
Added 81.05%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,109
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
41,087
shares
|
$3.35 Million
1.9% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
40,021
shares
|
$3.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
39,644
shares
|
$3.24 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
39,160
shares
|
$3.2 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
38,980
shares
|
$3.18 Million
0.08% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,343
shares
|
$3.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
38,147
shares
|
$3.11 Million
2.05% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
37,534
shares
|
$3.06 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
37,272
shares
|
$3.04 Million
1.7% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,902
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
36,066
shares
|
$2.94 Million
2.46% of portfolio
|
Q4 2024
Added 0.29%
|