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 591 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,629
shares
|
$4.05 Million
1.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
45,584
shares
|
$3.87 Million
2.05% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
45,381
shares
|
$3.86 Million
0.37% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
44,106
shares
|
$3.75 Million
2.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
43,556
shares
|
$3.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
43,443
shares
|
$3.69 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
42,832
shares
|
$3.64 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
42,770
shares
|
$3.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
42,659
shares
|
$3.62 Million
2.38% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,109
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
41,697
shares
|
$3.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
40,887
shares
|
$3.47 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
39,644
shares
|
$3.37 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
38,890
shares
|
$3.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
38,879
shares
|
$3.3 Million
1.81% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,727
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
37,413
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 11, 2024 Q3 2024 |
37,272
shares
|
$3.17 Million
2.64% of portfolio
|
Q3 2024
Added 34.27%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
37,024
shares
|
$3.15 Million
0.2% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
36,066
shares
|
$3.06 Million
2.46% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
35,985
shares
|
$3.06 Million
0.11% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
35,841
shares
|
$3.05 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
35,473
shares
|
$3.01 Million
0.07% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
35,008
shares
|
$2.97 Million
0.01% of portfolio
|
Q3 2024
Added 141.55%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
34,959
shares
|
$2.97 Million
1.3% of portfolio
|
Q3 2024
Added 20.39%
|