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 629 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,680,709
shares
|
$236 Million
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,521,746
shares
|
$134 Million
0.06% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,304,439
shares
|
$115 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
922,950
shares
|
$81.3 Million
13.81% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
918,764
shares
|
$80.9 Million
0.18% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
838,513
shares
|
$73.8 Million
4.28% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
739,816
shares
|
$65.1 Million
2.12% of portfolio
|
Q4 2024
Added 174.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
720,190
shares
|
$63.4 Million
0.02% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$51.3 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
557,198
shares
|
$49.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
432,260
shares
|
$38.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
431,010
shares
|
$37.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
379,025
shares
|
$33.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
350,216
shares
|
$30.8 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
317,819
shares
|
$28 Million
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,540
shares
|
$27.6 Million
0.04% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$27.4 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
302,811
shares
|
$26.7 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
298,662
shares
|
$26.3 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
294,010
shares
|
$25.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
293,584
shares
|
$25.8 Million
19.61% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$23.9 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
263,104
shares
|
$23.2 Million
3.37% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
254,949
shares
|
$22.4 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
254,809
shares
|
$22.4 Million
4.2% of portfolio
|
Q4 2024
Added 0.13%
|