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 593 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,619
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
14,602
shares
|
$1.31 Million
0.88% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
14,494
shares
|
$1.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
14,471
shares
|
$1.3 Million
0.79% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,353
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.99%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
14,193
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 42.43%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
14,190
shares
|
$1.27 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
14,131
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,031
shares
|
$1.26 Million
0.21% of portfolio
|
Q2 2023
Reduced 30.02%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
14,000
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
13,754
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
13,741
shares
|
$1.23 Million
0.43% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
13,740
shares
|
$1.23 Million
1.48% of portfolio
|
Q3 2022
Reduced 14.61%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,482
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,434
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,387
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Added 30.52%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
13,370
shares
|
$1.2 Million
0.6% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
13,234
shares
|
$1.19 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
13,120
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2023
Reduced 3.37%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
12,955
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
12,762
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
12,714
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,709
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,452
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
12,231
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 0.71%
|