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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
579
shares
|
$51,918
0.0% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
540
shares
|
$48,421
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
538
shares
|
$48,242
0.01% of portfolio
|
Q2 2024
Reduced 41.65%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
510
shares
|
$45,731
0.02% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
507
shares
|
$45,462
0.0% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
492
shares
|
$44,117
0.0% of portfolio
|
Q2 2024
Reduced 38.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
489
shares
|
$43,848
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
462
shares
|
$41,427
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
432
shares
|
$38,737
0.02% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
429
shares
|
$38,468
0.01% of portfolio
|
Q4 2023
Reduced 32.01%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
414
shares
|
$37,123
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
392
shares
|
$35,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
388
shares
|
$34,791
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
385
shares
|
$34,522
0.01% of portfolio
|
Q2 2024
Reduced 74.02%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
383
shares
|
$34,343
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
382
shares
|
$34,253
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
374
shares
|
$33,536
0.02% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
367
shares
|
$32,908
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
362
shares
|
$32,460
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
352
shares
|
$31,563
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
351
shares
|
$31,474
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
338
shares
|
$30,308
0.01% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
323
shares
|
$28,963
0.0% of portfolio
|
Q3 2024
Reduced 77.49%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
320
shares
|
$28,694
0.01% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
295
shares
|
$26,452
0.01% of portfolio
|
Q2 2024
Added 92.81%
|