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 $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
100,929
shares
|
$8.9 Million
5.18% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
99,754
shares
|
$8.79 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
96,358
shares
|
$8.49 Million
0.11% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
89,009
shares
|
$7.85 Million
0.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
87,726
shares
|
$7.73 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
85,901
shares
|
$7.57 Million
0.87% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
85,901
shares
|
$7.57 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
85,541
shares
|
$7.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
85,383
shares
|
$7.53 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
84,165
shares
|
$7.42 Million
2.73% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
82,722
shares
|
$7.29 Million
0.64% of portfolio
|
Q3 2024
Added 168.94%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
76,456
shares
|
$6.74 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
76,095
shares
|
$6.71 Million
2.14% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
75,725
shares
|
$6.68 Million
1.48% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
75,236
shares
|
$6.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
74,744
shares
|
$6.59 Million
0.71% of portfolio
|
Q3 2024
Added 45.21%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
71,309
shares
|
$6.29 Million
0.04% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
69,738
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
67,460
shares
|
$5.95 Million
3.35% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
67,186
shares
|
$5.92 Million
2.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
65,894
shares
|
$5.81 Million
1.26% of portfolio
|
Q3 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
65,536
shares
|
$5.78 Million
3.02% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
64,740
shares
|
$5.71 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
63,855
shares
|
$5.63 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
63,840
shares
|
$5.63 Million
0.83% of portfolio
|
Q3 2024
Added 2.82%
|