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SPDR S&P 600 Small CapValue ETF (SLYV) Institutional Ownership

SPDR S&P 600 Small CapValue ETF logo
$88.07 +0.67 (+0.77%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$519.21M
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$383.68M
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SLYV Institutional Buying and Selling by Quarter

SPDR S&P 600 Small CapValue ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024 Garden State Investment Advisory Services LLC2,999$260K0.1%-5.7%0.006%
12/2/2024 Capasso Planning Partners LLC149,075$12.94M3.8%+2.4%0.313%
11/25/2024 Optimist Retirement Group LLC128,521$11.16M5.0%+2.0%0.269%
11/25/2024 Wilmington Savings Fund Society FSB1,435$125K0.0%N/A0.003%
11/25/2024 Sanctuary Advisors LLC19,381$1.81M0.0%-20.4%0.041%
11/18/2024 Arete Wealth Advisors LLC27,746$2.40M0.2%+159.6%0.058%
11/15/2024 Prestige Wealth Management Group LLC42,832$3.72M0.8%-1.2%0.090%
11/15/2024 M&T Bank Corp11,809$1.03M0.0%-4.7%0.025%
11/15/2024 Hamilton Capital LLC26,044$2.22M0.2%+25.6%0.055%
11/15/2024 MML Investors Services LLC75,236$6.53M0.0%-0.7%0.158%
11/15/2024 Urban Financial Advisory Corp1,015$88K0.0%N/A0.002%
11/15/2024 Orion Portfolio Solutions LLC11,003$955K0.0%+15.6%0.023%
11/15/2024 EP Wealth Advisors LLC7,149$621K0.0%+353.3%0.015%
11/15/2024 Stifel Financial Corp4,887$424K0.0%+2.3%0.010%
11/15/2024 Swmg LLC3,924$361K0.1%+3.6%0.008%
11/15/2024 Redwood Investment Management LLC82,722$7.16M0.6%+168.9%0.173%
11/15/2024 Pinnacle Family Advisors LLC20,454$1.78M0.9%N/A0.043%
11/15/2024 Mission Creek Capital Partners Inc.2,467$214K0.0%-6.1%0.005%
11/15/2024 Morse Asset Management Inc1,195$104K0.0%N/A0.003%
11/15/2024 HighTower Advisors LLC133,184$11.56M0.0%+2.4%0.279%
11/15/2024 Hilltop Holdings Inc.5,807$504K0.0%+2.5%0.012%
11/15/2024 Garden State Investment Advisory Services LLC2,999$260K0.1%-5.7%0.006%
11/15/2024 Benjamin Edwards Inc.27,548$2.39M0.0%N/A0.058%
11/14/2024 Tradition Wealth Management LLC34,690$3.01M0.3%+0.9%0.073%
11/14/2024 Captrust Financial Advisors59,812$5.19M0.0%+31.6%0.125%
11/14/2024 Teachers Insurance & Annuity Association of America410$36K0.1%N/A0.001%
11/14/2024 Financial Counselors Inc.76,456$6.64M0.1%-0.9%0.160%
11/14/2024 CreativeOne Wealth LLC20,444$1.78M0.1%+15.8%0.043%
11/13/2024 Freedom Investment Management Inc.23,889$2.07M0.2%-8.4%0.050%
11/13/2024 Townsquare Capital LLC59,426$5.16M0.1%+6.1%0.125%
11/13/2024 FMR LLC8,003$695K0.0%-6.5%0.017%
11/13/2024 Associated Banc Corp3,853$335K0.0%N/A0.008%
11/13/2024 Private Trust Co. NA4,932$428K0.0%+9.0%0.010%
11/13/2024 Diversified LLC85,901$7.46M0.8%+4.0%0.180%
11/12/2024Larson Financial Group LLC43,556$3.78M0.2%-2.6%0.091%
11/12/2024 Fairscale Capital LLC4,141$360K0.3%-3.0%0.009%
11/12/2024 Jim Saulnier & Associates LLC2,451$213K0.2%N/A0.005%
11/12/2024 Kingsview Wealth Management LLC50,037$4.34M0.1%+64.9%0.105%
11/12/2024 Alesco Advisors LLC5,182$450K0.0%-10.4%0.011%
11/12/2024 Cerity Partners LLC905,280$78.60M0.2%+5.0%1.898%
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11/12/2024 Great Valley Advisor Group Inc.28,224$2.45M0.1%+16.8%0.059%
11/12/2024 Meridian Wealth Management LLC4,526$393K0.0%-11.3%0.009%
11/12/2024 Nwam LLC146,474$12.72M0.8%N/A0.307%
11/12/2024 Wrenne Financial Planning LLC164,853$14.31M8.5%+9.5%0.346%
11/12/2024 Charles Schwab Investment Management Inc.85,541$7.43M0.0%-5.8%0.179%
11/9/2024 LPL Financial LLC1,497,185$129.99M0.1%+4.6%3.139%
11/9/2024 Creekside Partners4,493$390K0.2%-6.9%0.009%
11/8/2024 Avior Wealth Management LLC368,655$32.00M1.3%+4.1%0.773%
11/8/2024 Equita Financial Network Inc.13,568$1.18M0.4%-24.4%0.028%
11/8/2024 Wrapmanager Inc.8,403$730K0.2%-13.0%0.018%
11/8/2024 BIP Wealth LLC101,832$8.84M0.6%+16.2%0.213%
11/7/2024 Pathstone Holdings LLC31,938$2.77M0.0%-1.2%0.067%
11/7/2024 MidAtlantic Capital Management Inc.11,974$1.04M0.8%N/A0.025%
11/7/2024 Aviso Wealth Management2,520$219K0.1%-9.0%0.005%
11/7/2024 MAI Capital Management26,176$2.27M0.0%-5.7%0.055%
11/7/2024 MB Generational Wealth LLC6,424$558K0.4%N/A0.013%
11/7/2024 TrinityPoint Wealth LLC9,288$806K0.1%+2.4%0.019%
11/7/2024 Gilbert & Cook Inc.3,329$289K0.0%-30.8%0.007%
11/7/2024 Concord Asset Management LLC VA122,779$10.66M2.4%+7.1%0.257%
11/6/2024 Destiny Capital Corp CO2,393$206K0.1%N/A0.005%
11/6/2024 Valley Wealth Managers Inc.11,873$1.03M0.1%+4.5%0.025%
11/6/2024 Signature Estate & Investment Advisors LLC53,639$4.66M0.1%-45.5%0.112%
11/6/2024 OneDigital Investment Advisors LLC14,619$1.27M0.0%+7.1%0.031%
11/6/2024 Traction Financial Partners LLC7,816$679K0.5%-8.4%0.016%
11/6/2024 Oppenheimer & Co. Inc.2,947$256K0.0%N/A0.006%
11/6/2024 Pinnacle Financial Partners Inc51,228$4.45M0.1%-0.8%0.107%
11/5/2024 Aptus Capital Advisors LLC42,770$3.71M0.1%-8.6%0.090%
11/5/2024 Prime Capital Investment Advisors LLC3,708$322K0.0%-17.3%0.008%
11/5/2024 WealthPLAN Partners LLC7,038$611K0.1%-18.1%0.015%
11/5/2024 First National Trust Co194,862$16.92M0.7%+6.6%0.409%
11/5/2024 Northwest Wealth Management LLC85,383$7.41M1.7%-3.1%0.179%
11/4/2024 Kennebec Savings Bank2,357$205K0.2%N/A0.005%
11/4/2024 Meritage Portfolio Management14,193$1.23M0.1%-42.4%0.030%
11/1/2024 Sheets Smith Wealth Management3,154$274K0.0%-40.0%0.007%
11/1/2024 Atria Investments Inc5,873$510K0.0%-19.3%0.012%
11/1/2024 Acorn Financial Advisory Services Inc. ADV13,754$1.19M0.2%+7.0%0.029%
11/1/2024 Klingman & Associates LLC257,041$22.32M1.4%+0.1%0.539%
11/1/2024 Assetmark Inc.690$60K0.0%+87.5%0.001%
11/1/2024 Verdence Capital Advisors LLC4,533$394K0.0%+20.1%0.010%
11/1/2024 Rockbridge Investment Management LCC118,819$10.32M1.3%-31.1%0.249%
11/1/2024 SpiderRock Advisors LLC5,561$483K0.0%N/A0.012%
11/1/2024 Beckerman Institutional LLC10,568$918K0.8%N/A0.022%
11/1/2024 Capital Performance Advisors LLP383$33K0.0%N/A0.001%
11/1/2024 Stone Point Wealth LLC2,507$218K0.1%-39.8%0.005%
11/1/2024 Financial Strategies Group Inc.160,171$13.85M2.9%+0.7%0.336%
10/31/2024 TFB Advisors LLC2,493$216K0.1%N/A0.005%
10/31/2024 JNBA Financial Advisors19,467$1.69M0.2%-28.4%0.041%
10/30/2024 Leslie Global Wealth LLC4,770$414K0.2%-9.5%0.010%
10/30/2024 Tobias Financial Advisors Inc.3,835$333K0.1%-4.1%0.008%
10/30/2024 NorthRock Partners LLC269,377$23.39M2.0%-6.1%0.565%
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10/30/2024 Landmark Wealth Management LLC3,400$295K0.1%-4.3%0.007%
10/30/2024 Palisades Hudson Asset Management L.P.58,855$5.11M2.2%-1.6%0.123%
10/30/2024 Lutz Financial Services LLC167,030$14.50M1.2%-1.0%0.350%
10/30/2024 New England Capital Financial Advisors LLC45,584$3.96M2.1%+1.9%0.096%
10/29/2024 Private Wealth Management Group LLC14,131$1.23M0.5%-2.6%0.030%
10/29/2024 GFS Advisors LLC12,060$1.05M0.2%+720.4%0.025%
10/29/2024 Stevens Capital Partners33,337$2.89M1.4%+5.2%0.070%
10/29/2024 Realta Investment Advisors320$28K0.0%-79.9%0.001%
10/29/2024 Key Financial Inc160,801$13.96M3.1%+3.0%0.337%
10/29/2024 Sage Financial Group Inc.157,314$13.66M1.1%-0.3%0.330%
(Data available from 1/1/2016 forward)

SLYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLYV shares?

During the previous two years, 530 institutional investors and hedge funds held shares of SPDR S&P 600 Small CapValue ETF. The most heavily invested institutionals were LPL Financial LLC ($129.99M), Bank of America Corp DE ($111.19M), Financial Engines Advisors L.L.C. ($97.23M), Ameriprise Financial Inc. ($94.35M), Morningstar Investment Services LLC ($84.68M), Cannon Financial Strategists Inc. ($79.83M), and Goelzer Investment Management Inc. ($79.09M).Learn more on SLYV's institutional investors.

Which institutional investors have been buying SPDR S&P 600 Small CapValue ETF stock?

Of the 439 institutional investors that purchased SPDR S&P 600 Small CapValue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Portside Wealth Group LLC ($1.06M), Cannon Financial Strategists Inc. ($919.46K), LPL Financial LLC ($524.57K), Morningstar Investment Services LLC ($497.34K), Ameriprise Financial Inc. ($383.21K), Wealth Enhancement Advisory Services LLC ($348.89K), and Cerity Partners LLC ($340.00K).

How much institutional buying is happening at SPDR S&P 600 Small CapValue ETF?

Institutional investors have bought a total of 13,762,540 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Which SPDR S&P 600 Small CapValue ETF major shareholders have been selling company stock?

Of the 344 institutional investors that sold SPDR S&P 600 Small CapValue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($1.25M), Financial Counselors Inc. ($904.86K), Massmutual Trust Co. FSB ADV ($664.82K), Benjamin F. Edwards & Company Inc. ($569.54K), KWB Wealth ($408.79K), Creative Planning ($375.61K), and Osaic Holdings Inc. ($338.62K).

How much institutional selling is happening at SPDR S&P 600 Small CapValue ETF?

Institutional investors have sold a total of 11,342,962 shares in the last 24 months. This volume of shares sold represents approximately $893.79M in transactions.



This page (NYSEARCA:SLYV) was last updated on 12/21/2024 by MarketBeat.com Staff
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