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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
34,690
shares
|
$3.06 Million
0.29% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,870
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
33,866
shares
|
$2.99 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
33,379
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
33,337
shares
|
$2.94 Million
1.38% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
32,579
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2024
Added 71.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
32,377
shares
|
$2.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
32,235
shares
|
$2.84 Million
1.36% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
31,949
shares
|
$2.82 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
31,938
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,652
shares
|
$2.79 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
30,798
shares
|
$2.71 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
28,359
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 69.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
28,224
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
27,746
shares
|
$2.45 Million
0.21% of portfolio
|
Q3 2024
Added 159.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,596
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
27,548
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
26,921
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
26,866
shares
|
$2.37 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
26,176
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
26,131
shares
|
$2.3 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,130
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
26,044
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,956
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,683
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.49%
|