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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
510
shares
|
$44,956
0.02% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
507
shares
|
$44,692
0.0% of portfolio
|
Q2 2024
Reduced 24.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
492
shares
|
$43,369
0.0% of portfolio
|
Q2 2024
Reduced 38.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
489
shares
|
$43,105
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
459
shares
|
$40,460
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
432
shares
|
$38,080
0.02% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
429
shares
|
$37,816
0.01% of portfolio
|
Q4 2023
Reduced 32.01%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
414
shares
|
$36,494
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
392
shares
|
$34,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
388
shares
|
$34,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
385
shares
|
$33,937
0.01% of portfolio
|
Q2 2024
Reduced 74.02%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
383
shares
|
$33,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
382
shares
|
$33,673
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
374
shares
|
$32,968
0.02% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
367
shares
|
$32,351
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
361
shares
|
$31,822
0.0% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
352
shares
|
$31,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
348
shares
|
$30,676
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
338
shares
|
$29,794
0.01% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
323
shares
|
$28,472
0.0% of portfolio
|
Q3 2024
Reduced 77.49%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
320
shares
|
$28,208
0.01% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
295
shares
|
$26,004
0.0% of portfolio
|
Q3 2024
Added 95.36%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
295
shares
|
$26,004
0.01% of portfolio
|
Q2 2024
Added 92.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
286
shares
|
$25,210
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
270
shares
|
$23,800
0.01% of portfolio
|
Q3 2022
New holding
|