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 606 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,673,348
shares
|
$233 Million
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,497,185
shares
|
$131 Million
0.06% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,370,723
shares
|
$120 Million
0.24% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
922,950
shares
|
$80.5 Million
13.81% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
905,280
shares
|
$79 Million
0.18% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
838,513
shares
|
$73.2 Million
4.28% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
671,607
shares
|
$58.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
598,525
shares
|
$52.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$50.9 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
557,198
shares
|
$48.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
491,468
shares
|
$42.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
441,642
shares
|
$38.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
365,572
shares
|
$31.9 Million
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
350,216
shares
|
$30.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,540
shares
|
$27.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$27.1 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
310,808
shares
|
$27.1 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
308,220
shares
|
$26.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
298,662
shares
|
$26.1 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
293,584
shares
|
$25.6 Million
19.61% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
289,995
shares
|
$25.3 Million
0.0% of portfolio
|
Q3 2024
Added 68.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
289,759
shares
|
$25.3 Million
0.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$23.7 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
269,377
shares
|
$23.5 Million
2.05% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
263,104
shares
|
$23 Million
3.37% of portfolio
|
Q4 2024
Reduced 1.91%
|