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 |
|---|---|---|---|---|---|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
4,078
shares
|
$365,674
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,077
shares
|
$365,584
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,987
shares
|
$357,514
0.08% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,970
shares
|
$355,989
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
3,955
shares
|
$354,644
0.03% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,954
shares
|
$354,555
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,937
shares
|
$353,030
0.01% of portfolio
|
Q2 2024
Reduced 12.98%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
3,931
shares
|
$352,492
12.69% of portfolio
|
Q1 2023
Reduced 98.02%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
3,925
shares
|
$351,954
0.09% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,901
shares
|
$349,802
0.01% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
3,900
shares
|
$349,713
0.05% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
3,888
shares
|
$348,636
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,880
shares
|
$347,919
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
3,853
shares
|
$345,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
3,835
shares
|
$343,884
0.07% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,708
shares
|
$332,496
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,708
shares
|
$332,496
0.29% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,696
shares
|
$331,420
0.0% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,666
shares
|
$328,730
0.22% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,551
shares
|
$318,418
0.25% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,520
shares
|
$315,638
0.1% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,450
shares
|
$309,361
0.03% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
3,317
shares
|
$297,435
0.16% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,313
shares
|
$297,076
0.06% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,288
shares
|
$294,834
0.09% of portfolio
|
Q4 2024
Reduced 35.88%
|