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 634 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,747
shares
|
$448,898
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,671
shares
|
$442,961
0.16% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,644
shares
|
$440,852
0.41% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
5,588
shares
|
$436,478
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
5,572
shares
|
$435,228
0.56% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,561
shares
|
$434,369
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,528
shares
|
$431,792
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
5,524
shares
|
$431,479
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
5,515
shares
|
$430,776
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jan 30, 2025 Q4 2024 |
5,450
shares
|
$425,699
0.35% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,450
shares
|
$425,699
0.05% of portfolio
|
Q3 2023
Reduced 14.17%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
5,417
shares
|
$423,121
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
5,415
shares
|
$422,965
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,413
shares
|
$422,809
0.16% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
5,377
shares
|
$419,997
0.18% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,337
shares
|
$416,873
0.05% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,068
shares
|
$395,861
0.08% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,028
shares
|
$392,737
0.05% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,022
shares
|
$392,268
0.03% of portfolio
|
Q4 2023
Added 0.62%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,005
shares
|
$390,940
0.02% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,963
shares
|
$387,659
0.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
4,886
shares
|
$381,645
0.13% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,871
shares
|
$380,473
0.03% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
4,829
shares
|
$377,193
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,825
shares
|
$376,880
0.1% of portfolio
|
Q3 2023
Reduced 7.92%
|