SPDR S&P 600 Small Cap ETF (SLY) Institutional Ownership

$85.46
-0.53 (-0.62%)
(As of 06/9/2023)

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

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$62.04M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$25.66M
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SLY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/26/2023Mathes Company Inc.70,682$6.04M2.8%-1.6%0.346%
8/4/2023IFP Advisors Inc930$134K0.0%-14.3%0.005%
7/25/2023Mathes Company Inc.71,849$2.79M1.2%N/A0.351%
6/6/2023Berkshire Asset Management LLC PA93,299$7.84M0.5%+0.4%0.455%
6/5/2023EP Wealth Advisors LLC257,194$5.70M0.1%N/A1.255%
6/5/2023Level Four Advisory Services LLC21,467$1.80M0.1%+2.9%0.105%
5/18/2023Titleist Asset Management LLC13,409$1.13M0.2%N/A0.065%
5/15/2023Manhattan West Asset Management LLC13,931$1.17M0.5%+1.4%0.068%
5/15/2023ICA Group Wealth Management LLC11,044$928K0.2%+12.2%0.054%
5/15/2023 Sandy Cove Advisors LLC5,527$464K0.3%-16.7%0.027%
5/12/2023Orin Green Financial LLC6,553$551K0.3%-4.6%0.032%
5/12/2023KM Capital Management Ltd.14,289$1.20M1.1%N/A0.070%
5/12/2023Crestwood Advisors Group LLC421,736$35.44M1.2%-2.9%2.057%
5/12/2023 Sebold Capital Management Inc.3,479$292K0.2%-10.1%0.017%
5/12/2023First Republic Investment Management Inc.95,220$8.00M0.0%-1.6%0.464%
5/12/2023MONECO Advisors LLC3,633$305K0.1%+16.9%0.018%
5/12/2023HighTower Advisors LLC40,236$3.38M0.0%-43.7%0.196%
5/11/2023Pinkerton Retirement Specialists LLC17,870$1.50M0.3%+16.0%0.087%
5/11/2023 Cambridge Investment Research Advisors Inc.48,144$4.05M0.0%-1.6%0.235%
5/11/2023Cerity Partners LLC10,878$911K0.0%+6.8%0.053%
5/11/2023Financial Advocates Investment Management42,890$3.60M0.3%-42.2%0.209%
5/11/2023Envestnet Asset Management Inc.187,506$15.76M0.0%-21.8%0.915%
5/11/2023Commonwealth Equity Services LLC162,735$13.67M0.0%-7.5%0.794%
5/10/2023Private Advisor Group LLC134,059$11.27M0.1%N/A0.654%
5/10/2023Gateway Wealth Partners LLC2,815$237K0.0%-53.1%0.014%
5/10/2023Resources Investment Advisors LLC.334,385$28.10M0.7%-7.9%1.631%
5/10/2023L & S Advisors Inc5,961$501K0.1%N/A0.029%
5/10/2023LPL Financial LLC1,630,467$137.01M0.1%+7.6%7.953%
5/10/2023Northwest Bancshares Inc.19,469$1.64M0.3%-7.1%0.095%
5/10/2023Banco Santander S.A.163,710$13.76M0.2%+13.1%0.799%
5/9/2023Integrity Financial Corp WA13,680$1.15M0.9%+9.9%0.067%
5/9/2023US Bancorp DE1,088$91K0.0%+14.2%0.005%
5/9/2023White Pine Capital LLC5,338$449K0.2%+3.5%0.026%
5/9/2023Paulson Wealth Management Inc.18,049$1.52M0.7%+8.8%0.088%
5/9/2023McIlrath & Eck LLC7,740$650K0.2%-5.2%0.038%
5/8/2023MGO One Seven LLC2,693$226K0.0%N/A0.013%
5/8/2023Stokes Family Office LLC6,119$514K0.1%+5.6%0.030%
5/8/2023Triumph Capital Management2,948$248K0.1%-47.4%0.014%
5/8/2023Sigma Planning Corp4,098$344K0.0%+5.2%0.020%
5/8/2023 Global Retirement Partners LLC5,157$413K0.0%-6.2%0.025%
The Next Step of Their Control Is Here … (Ad)

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5/5/2023Assetmark Inc.1,765$148K0.0%-56.4%0.009%
5/5/2023Jacobi Capital Management LLC10,828$910K0.1%-1.8%0.053%
5/5/2023Sentinel Trust Co. LBA7,607$639K0.1%-82.0%0.037%
5/4/2023Affinia Financial Group LLC34,557$2.85M2.1%+18.5%0.169%
5/4/2023 Wealthcare Advisory Partners LLC4,735$398K0.0%N/A0.023%
5/4/2023Aspire Capital Advisors LLC66,360$5.58M2.9%-39.0%0.324%
5/4/2023 Denver Wealth Management Inc.21,431$1.80M1.3%N/A0.105%
5/4/2023Whitegate Investment Counselors Inc.7,127$599K0.2%+3.4%0.035%
5/4/2023Edge Capital Group LLC15,003$1.26M0.1%-2.0%0.073%
5/4/2023Aspire Wealth Management Corp3,343$281K0.2%+4.8%0.016%
5/4/2023NorthRock Partners LLC13,450$1.13M0.1%+7.3%0.066%
5/3/2023Liberty Wealth Management LLC5,217$438K0.1%N/A0.025%
5/3/2023Integrated Wealth Concepts LLC9,924$834K0.0%+2.6%0.048%
5/3/2023Shoker Investment Counsel Inc.17,111$1.44M0.6%-6.7%0.083%
5/3/2023 Monumental Financial Group Inc.3,630$305K0.2%N/A0.018%
5/3/2023Flynn Zito Capital Management LLC6,568$552K0.4%-7.8%0.032%
5/2/2023TFG Advisers LLC21,752$1.83M0.9%+0.8%0.106%
5/2/2023BCGM Wealth Management LLC24,627$2.07M1.0%-6.1%0.120%
5/2/2023 Venturi Wealth Management LLC4,373$367K0.0%N/A0.021%
5/2/2023Mitsubishi UFJ Asset Management UK Ltd.38,500$3.24M2.1%-2.5%0.188%
5/1/2023Money Concepts Capital Corp25,196$408K0.0%+825.0%0.123%
4/28/2023AJ Wealth Strategies LLC9,013$757K0.0%-73.6%0.044%
4/28/2023Avantax Advisory Services Inc.24,729$2.08M0.0%+12.1%0.121%
4/28/2023Ameritas Advisory Services LLC8,254$693K0.0%-47.5%0.040%
4/28/2023 IFG Advisors LLC36,822$3.09M1.2%-3.5%0.180%
4/28/2023Janney Montgomery Scott LLC28,456$2.39M0.0%-12.7%0.139%
4/27/2023Hazlett Burt & Watson Inc.1,132$97K0.1%+293.1%0.006%
4/27/2023 Stratos Wealth Partners LTD.12,145$1.02M0.0%-2.9%0.059%
4/27/2023DAVENPORT & Co LLC276,746$23.26M0.2%+8.4%1.350%
4/25/2023 PSI Advisors LLC434$36K0.0%+94.6%0.002%
4/25/2023 Advisor Resource Council15,827$1.32M0.3%N/A0.077%
4/25/2023 Cyndeo Wealth Partners LLC17,554$1.48M0.2%+23.3%0.086%
4/25/2023Geneos Wealth Management Inc.952$80K0.0%-29.6%0.005%
4/25/2023D.A. Davidson & CO.56,852$4.78M0.1%+2.6%0.277%
4/24/2023 Eagle Strategies LLC6,397$538K0.1%N/A0.031%
4/24/2023Gainplan LLC2,847$239K0.2%N/A0.014%
4/24/2023Prosperity Consulting Group LLC8,336$700K0.4%-3.8%0.041%
4/21/2023 Defined Wealth Management LLC15,966$1.34M1.3%+58.0%0.078%
4/21/2023 Cyndeo Wealth Partners LLC17,554$2.03M0.2%+23.3%0.086%
4/21/2023 Private Ocean LLC771$65K0.0%N/A0.004%
4/20/2023Carr Financial Group Corp20,682$1.74M0.8%-49.9%0.101%
4/20/2023Carnegie Capital Asset Management LLC98,102$8.24M0.3%+1.1%0.479%
4/19/2023Carmel Capital Partners LLC1,733$146K0.1%N/A0.008%
4/18/2023 Park Avenue Securities LLC33,101$2.78M0.0%+20.8%0.161%
4/18/2023 Sharkey Howes & Javer4,317$363K0.1%-16.4%0.021%
4/18/2023IFP Advisors Inc1,085$157K0.0%-74.7%0.005%
4/18/2023Allworth Financial LP6,070$510K0.0%-19.9%0.030%
4/18/2023Wall Capital Group Inc.53,045$4.39M5.3%-0.4%0.259%
4/17/2023 Valeo Financial Advisors LLC20,813$1.75M0.1%-4.7%0.102%
4/17/2023W.H. Cornerstone Investments Inc.2,420$203K0.2%-5.5%0.012%
The Next Step of Their Control Is Here … (Ad)

Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.

4 simple steps to protect your privacy and money before it’s too late.
4/14/2023 Raymond James Financial Services Advisors Inc.63,603$5.35M0.0%+18.2%0.322%
4/14/2023 Raymond James & Associates65,650$5.52M0.0%+236.8%0.332%
4/13/2023Householder Group Estate & Retirement Specialist LLC4,367$367K0.1%N/A0.022%
4/12/2023 CFM Wealth Partners LLC20,854$1.75M0.5%+3.6%0.106%
4/12/2023 Legacy Private Trust Co.23,125$1.94M0.2%-1.0%0.117%
4/12/2023 626 Financial LLC17,661$1.48M1.0%-23.6%0.089%
4/12/2023Atlas Private Wealth Advisors121,036$10.17M4.7%+15.8%0.613%
4/12/2023 Flagship Harbor Advisors LLC15,424$1.30M0.1%+45.5%0.078%
4/12/2023 Private Trust Co. NA4,699$395K0.1%-4.6%0.024%
4/11/2023 RVW Wealth LLC262,035$22.02M2.7%-18.1%1.327%
(Data available from 1/1/2016 forward)

SLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLY shares?

During the previous two years, 221 institutional investors and hedge funds held shares of SPDR S&P 600 Small Cap ETF. The most heavily invested institutionals were Whalerock Point Partners LLC ($1.04B), LPL Financial LLC ($137.01M), PNC Financial Services Group Inc. ($57.61M), Bank of America Corp DE ($35.46M), Crestwood Advisors Group LLC ($35.44M), Resources Investment Advisors LLC. ($28.10M), and DAVENPORT & Co LLC ($23.26M).Learn more on SLY's institutional investors.

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

Of the 185 institutional investors that purchased SPDR S&P 600 Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($2.46M), Beirne Wealth Consulting Services LLC ($462.34K), LPL Financial LLC ($338.32K), Gerber Kawasaki Wealth & Investment Management ($275.92K), EP Wealth Advisors LLC ($257.19K), Banco Santander S.A. ($164.96K), and DAVENPORT & Co LLC ($157.88K).

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

Institutional investors have bought a total of 6,299,175 shares in the last 24 months. This purchase volume represents approximately $552.25M in transactions.

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

Of the 112 institutional investors that sold SPDR S&P 600 Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resources Investment Advisors LLC. ($196.18K), Envestnet Asset Management Inc. ($177.74K), Gerber Kawasaki Wealth & Investment Management ($162.28K), Private Advisor Group LLC ($161.46K), Wall Capital Group Inc. ($146.59K), HighTower Advisors LLC ($125.18K), and Financial Advocates Investment Management ($89.43K).

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

Institutional investors have sold a total of 2,046,507 shares in the last 24 months. This volume of shares sold represents approximately $168.76M in transactions.


This page (NYSEARCA:SLY) was last updated on 4/26/2024 by MarketBeat.com Staff

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