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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
4,829
shares
|
$433,016
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,825
shares
|
$432,657
0.1% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
4,809
shares
|
$431,223
0.43% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,796
shares
|
$430,057
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,778
shares
|
$428,443
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
4,770
shares
|
$427,725
0.2% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,716
shares
|
$422,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,706
shares
|
$421,987
0.06% of portfolio
|
Q4 2024
Reduced 23.83%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
4,651
shares
|
$417,055
0.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,640
shares
|
$416,068
0.04% of portfolio
|
Q4 2023
Added 5.72%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,552
shares
|
$408,177
0.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,533
shares
|
$406,474
0.03% of portfolio
|
Q3 2024
Added 20.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,533
shares
|
$406,474
0.01% of portfolio
|
Q3 2022
Reduced 76.5%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,526
shares
|
$405,846
0.02% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,509
shares
|
$404,322
0.01% of portfolio
|
Q3 2024
Reduced 80.97%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
4,493
shares
|
$402,887
0.2% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,357
shares
|
$390,692
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,335
shares
|
$388,719
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,320
shares
|
$387,374
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,301
shares
|
$385,670
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,259
shares
|
$381,904
0.01% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,257
shares
|
$381,725
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,232
shares
|
$379,483
0.05% of portfolio
|
Q2 2024
Reduced 63.05%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
4,141
shares
|
$371,323
0.32% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,121
shares
|
$369,530
0.0% of portfolio
|
Q3 2024
Reduced 15.14%
|