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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
18,477
shares
|
$1.63 Million
0.81% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
18,348
shares
|
$1.62 Million
0.38% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,188
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2024
Added 114.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17,998
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
17,905
shares
|
$1.58 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,830
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
17,298
shares
|
$1.52 Million
0.63% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,048
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2024
Reduced 22.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
16,936
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,668
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
16,490
shares
|
$1.45 Million
1.29% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
16,185
shares
|
$1.43 Million
0.47% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
15,916
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,661
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
15,616
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
15,385
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
15,254
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.13%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,182
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
15,097
shares
|
$1.33 Million
0.27% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
15,063
shares
|
$1.33 Million
0.36% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
14,978
shares
|
$1.32 Million
0.33% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,619
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
14,494
shares
|
$1.28 Million
0.45% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
14,396
shares
|
$1.27 Million
0.82% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,353
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.99%
|