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

SPDR S&P 600 Small CapValue ETF logo
$88.84 +0.44 (+0.50%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
279
Total
Institutional Inflows
(last 12 months)
$498.76M
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$318.41M
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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
1/17/2025 Avior Wealth Management LLC206,355$18.00M0.7%-44.0%0.433%
1/17/2025 Bill Few Associates Inc.13,741$1.20M0.4%+13.7%0.029%
1/17/2025 Park Place Capital Corp871$76K0.0%N/A0.002%
1/17/2025 ERTS Wealth Advisors LLC254,809$22.23M4.2%+0.1%0.534%
1/17/2025 Dakota Wealth Management50,499$4.41M0.1%-13.6%0.106%
1/17/2025 Simon Quick Advisors LLC22,281$1.94M0.1%-13.2%0.047%
1/17/2025 Atomi Financial Group Inc.4,716$411K0.0%N/A0.010%
1/17/2025 Courage Miller Partners LLC16,054$1.40M0.5%-0.8%0.034%
1/16/2025 New Hampshire Trust56,386$4.92M1.0%-1.2%0.118%
1/16/2025 Willner & Heller LLC3,708$324K0.3%+3.7%0.008%
1/16/2025 Trueblood Wealth Management LLC19,096$1.67M0.8%+3.4%0.040%
1/16/2025 Diversify Wealth Management LLC30,074$2.56M0.2%-2.4%0.063%
1/16/2025 Brady Martz Wealth Solutions LLC23,951$2.08M0.5%N/A0.050%
1/15/2025 Meridian Financial LLC14,602$1.27M0.9%+4.3%0.031%
1/15/2025 Taylor & Morgan Wealth Management LLC7,557$659K0.5%-20.0%0.016%
1/15/2025 Triangle Securities Wealth Management124,314$10.85M2.8%-0.5%0.261%
1/15/2025 Krilogy Financial LLC46,753$4.08M0.3%-4.4%0.098%
1/15/2025 Ameritas Advisory Services LLC11,650$1.02M0.0%+1.4%0.024%
1/15/2025 HB Wealth Management LLC2,701$236K0.0%+9.9%0.006%
1/15/2025 Total Wealth Planning LLC39,160$3.42M0.5%-4.2%0.082%
1/15/2025 Occidental Asset Management LLC14,910$1.30M0.2%+43.0%0.031%
1/15/2025 Ritholtz Wealth Management58,775$5.13M0.2%-0.3%0.123%
1/15/2025 Inspirion Wealth Advisors LLC23,930$2.08M0.3%+9.4%0.050%
1/14/2025 Paragon Capital Management Ltd16,097$1.40M0.3%+6.6%0.034%
1/14/2025 Financial Enhancement Group LLC6,776$579K0.1%N/A0.014%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management28,335$2.47M1.2%-12.1%0.059%
1/14/2025 ERn Financial LLC24,571$2.14M0.3%-3.8%0.052%
1/14/2025 Pinnacle Bancorp Inc.3,288$287K0.1%-35.9%0.007%
1/14/2025 Redhawk Wealth Advisors Inc.4,706$411K0.1%-23.8%0.010%
1/14/2025 Founders Grove Wealth Partners LLC14,190$1.24M0.4%N/A0.030%
1/14/2025 Clarus Wealth Advisors47,735$4.08M2.0%-6.2%0.100%
1/14/2025 Park Avenue Securities LLC10,606$925K0.0%+14.3%0.022%
1/14/2025 SeaCrest Wealth Management LLC10,507$917K0.1%-4.8%0.022%
1/14/2025 Melone Private Wealth LLC53,821$4.70M2.4%-17.9%0.113%
1/14/2025 Lpwm LLC81,008$7.07M2.3%+6.5%0.170%
1/14/2025 KWB Wealth232,904$20.22M2.5%-3.0%0.488%
1/14/2025 Ignite Planners LLC20,987$1.84M0.4%+14.4%0.044%
1/14/2025 Wallace Advisory Group LLC3,666$318K0.2%-3.9%0.008%
1/13/2025 Miracle Mile Advisors LLC11,072$966K0.0%-27.1%0.023%
1/13/2025 Kades & Cheifetz LLC69,739$6.09M3.1%+3.4%0.146%
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1/13/2025 Fragasso Financial Advisors Inc56,035$4.89M0.4%+0.7%0.117%
1/13/2025 Brookstone Capital Management14,975$1.31M0.0%+38.9%0.031%
1/13/2025 Fiduciary Alliance LLC6,405$559K0.1%N/A0.013%
1/13/2025 EWG Elevate Inc.46,184$4.03M1.2%+843.5%0.097%
1/10/2025 Wealth Enhancement Advisory Services LLC557,198$48.38M0.1%0.0%1.168%
1/10/2025 Marotta Asset Management39,644$3.45M0.7%-5.6%0.083%
1/8/2025 Michael S. Ryan Inc.161,005$14.05M9.6%+3.6%0.338%
1/8/2025 Collective Family Office LLC35,841$3.13M0.9%-1.2%0.075%
1/6/2025 Canandaigua National Bank & Trust Co.206,132$17.99M1.8%+1.5%0.432%
1/6/2025 Advance Capital Management Inc.8,327$727K0.0%+3.6%0.017%
1/3/2025 Waller Financial Planning Group Inc.62,746$5.48M1.4%+3.0%0.132%
12/26/2024JPMorgan Chase & Co.9,009$782K0.0%+118.6%0.019%
12/10/2024Garden State Investment Advisory Services LLC2,999$260K0.1%-5.7%0.006%
12/2/2024Capasso Planning Partners LLC149,075$12.94M3.8%+2.4%0.313%
11/25/2024Optimist Retirement Group LLC128,521$11.16M5.0%+2.0%0.269%
11/25/2024Wilmington Savings Fund Society FSB1,435$125K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC19,381$1.81M0.0%-20.4%0.041%
11/18/2024Arete Wealth Advisors LLC27,746$2.40M0.2%+159.6%0.058%
11/15/2024Prestige Wealth Management Group LLC42,832$3.72M0.8%-1.2%0.090%
11/15/2024M&T Bank Corp11,809$1.03M0.0%-4.7%0.025%
11/15/2024Hamilton Capital LLC26,044$2.22M0.2%+25.6%0.055%
11/15/2024MML Investors Services LLC75,236$6.53M0.0%-0.7%0.158%
11/15/2024Urban Financial Advisory Corp1,015$88K0.0%N/A0.002%
11/15/2024Orion Portfolio Solutions LLC11,003$955K0.0%+15.6%0.023%
11/15/2024EP Wealth Advisors LLC7,149$621K0.0%+353.3%0.015%
11/15/2024Stifel Financial Corp4,887$424K0.0%+2.3%0.010%
11/15/2024Swmg LLC3,924$361K0.1%+3.6%0.008%
11/15/2024Redwood Investment Management LLC82,722$7.16M0.6%+168.9%0.173%
11/15/2024Pinnacle Family Advisors LLC20,454$1.78M0.9%N/A0.043%
11/15/2024Mission Creek Capital Partners Inc.2,467$214K0.0%-6.1%0.005%
11/15/2024Morse Asset Management Inc1,195$104K0.0%N/A0.003%
11/15/2024HighTower Advisors LLC133,184$11.56M0.0%+2.4%0.279%
11/15/2024Hilltop Holdings Inc.5,807$504K0.0%+2.5%0.012%
11/15/2024Garden State Investment Advisory Services LLC2,999$260K0.1%-5.7%0.006%
11/15/2024Benjamin Edwards Inc.27,548$2.39M0.0%N/A0.058%
11/14/2024Tradition Wealth Management LLC34,690$3.01M0.3%+0.9%0.073%
11/14/2024Captrust Financial Advisors59,812$5.19M0.0%+31.6%0.125%
11/14/2024Teachers Insurance & Annuity Association of America410$36K0.1%N/A0.001%
11/14/2024Financial Counselors Inc.76,456$6.64M0.1%-0.9%0.160%
11/14/2024CreativeOne Wealth LLC20,444$1.78M0.1%+15.8%0.043%
11/13/2024Freedom Investment Management Inc.23,889$2.07M0.2%-8.4%0.050%
11/13/2024Townsquare Capital LLC59,426$5.16M0.1%+6.1%0.125%
11/13/2024FMR LLC8,003$695K0.0%-6.5%0.017%
11/13/2024Associated Banc Corp3,853$335K0.0%N/A0.008%
11/13/2024Private Trust Co. NA4,932$428K0.0%+9.0%0.010%
11/13/2024Diversified LLC85,901$7.46M0.8%+4.0%0.180%
11/12/2024Larson Financial Group LLC43,556$3.78M0.2%-2.6%0.091%
11/12/2024Fairscale Capital LLC4,141$360K0.3%-3.0%0.009%
11/12/2024Jim Saulnier & Associates LLC2,451$213K0.2%N/A0.005%
11/12/2024Kingsview Wealth Management LLC50,037$4.34M0.1%+64.9%0.105%
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11/12/2024Alesco Advisors LLC5,182$450K0.0%-10.4%0.011%
11/12/2024Cerity Partners LLC905,280$78.60M0.2%+5.0%1.898%
11/12/2024Great Valley Advisor Group Inc.28,224$2.45M0.1%+16.8%0.059%
11/12/2024Meridian Wealth Management LLC4,526$393K0.0%-11.3%0.009%
11/12/2024Nwam LLC146,474$12.72M0.8%N/A0.307%
11/12/2024Wrenne Financial Planning LLC164,853$14.31M8.5%+9.5%0.346%
11/12/2024Charles Schwab Investment Management Inc.85,541$7.43M0.0%-5.8%0.179%
11/9/2024LPL Financial LLC1,497,185$129.99M0.1%+4.6%3.139%
11/9/2024Creekside Partners4,493$390K0.2%-6.9%0.009%
11/8/2024 Avior Wealth Management LLC368,655$32.00M1.3%+4.1%0.773%
(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, 532 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 13,755,358 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 ($415.96K), 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 11,413,713 shares in the last 24 months. This volume of shares sold represents approximately $901.90M in transactions.



This page (NYSEARCA:SLYV) was last updated on 1/21/2025 by MarketBeat.com Staff
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