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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,596
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,483
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
26,765
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
26,386
shares
|
$2.15 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
26,231
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
26,131
shares
|
$2.13 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,130
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
25,895
shares
|
$2.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
25,771
shares
|
$2.1 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,696
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
25,648
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
25,544
shares
|
$2.09 Million
0.45% of portfolio
|
Q3 2023
Reduced 13.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,261
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
24,906
shares
|
$2.03 Million
1.26% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
24,735
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 809.04%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
24,571
shares
|
$2.01 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
24,449
shares
|
$2 Million
0.95% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,415
shares
|
$1.99 Million
1.27% of portfolio
|
Q2 2023
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
24,405
shares
|
$1.99 Million
0.31% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
24,130
shares
|
$1.97 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
23,951
shares
|
$1.96 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
23,930
shares
|
$1.95 Million
0.29% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
23,715
shares
|
$1.94 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
22,848
shares
|
$1.87 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,281
shares
|
$1.82 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.25%
|