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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
149,075
shares
|
$13.4 Million
3.92% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
146,474
shares
|
$13.1 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
146,474
shares
|
$13.1 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
146,361
shares
|
$13.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
139,659
shares
|
$12.5 Million
0.44% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
138,465
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
133,184
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
129,863
shares
|
$11.6 Million
0.91% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
128,521
shares
|
$11.5 Million
5.04% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
124,314
shares
|
$11.1 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
120,780
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
118,819
shares
|
$10.7 Million
1.34% of portfolio
|
Q3 2024
Reduced 31.12%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
116,841
shares
|
$10.5 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,577
shares
|
$10.5 Million
3.61% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
114,974
shares
|
$10.3 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
114,453
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
113,500
shares
|
$10.2 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
112,667
shares
|
$10.1 Million
2.16% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
111,103
shares
|
$9.96 Million
5.22% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
108,459
shares
|
$9.73 Million
4.11% of portfolio
|
Q3 2024
Reduced 65.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
106,040
shares
|
$9.51 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
104,003
shares
|
$9.33 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
102,388
shares
|
$9.18 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
101,832
shares
|
$9.13 Million
0.6% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,080
shares
|
$9.06 Million
0.03% of portfolio
|
Q3 2024
Added 1.57%
|