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

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$78.13
-0.44 (-0.56%)
(As of 06/11/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Number of
Institutional Buyers
(last 12 months)
291
Total
Institutional Inflows
(last 12 months)
$553.05M
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$510.53M
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SLYV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC8,764$727K0.0%+90.5%0.018%
5/24/2024 Cetera Investment Advisers60,576$5.03M0.0%+137.8%0.127%
5/23/2024 Austin Wealth Management LLC7,020$571K0.1%-2.3%0.015%
5/22/2024 Burney Co.13,223$1.10M0.0%-15.3%0.028%
5/16/2024 Redwood Investment Management LLC499,779$41.47M4.0%+19.0%1.039%
5/16/2024 Waverly Advisors LLC63,003$5.23M0.1%+1,288.0%0.131%
5/15/2024 Perritt Capital Management Inc.107,327$8.91M4.8%+1.9%0.223%
5/14/2024 EP Wealth Advisors LLC1,571$130K0.0%-19.7%0.003%
5/14/2024 CreativeOne Wealth LLC17,718$1.47M0.1%-23.2%0.037%
5/14/2024 Commonwealth Financial Services LLC8,875$739K0.2%+7.6%0.018%
5/14/2024 Northwest Wealth Management LLC89,056$7.39M2.0%+1.2%0.185%
5/13/2024 Bessemer Group Inc.713$59K0.0%N/A0.001%
5/13/2024 O Shaughnessy Asset Management LLC8,473$703K0.0%+1,000.4%0.018%
5/13/2024 Signature Estate & Investment Advisors LLC112,601$9.34M0.3%+11.7%0.234%
5/10/2024 Osaic Holdings Inc.239,539$19.88M0.0%+39.0%0.498%
5/10/2024 Blue Barn Wealth LLC35,323$2.93M1.6%+1.9%0.073%
5/10/2024 Rodgers & Associates LTD292,813$24.30M3.1%+1.4%0.609%
5/10/2024 Fiducient Advisors LLC6,933$575K0.1%-53.1%0.014%
5/10/2024 TIAA Trust National Association134,858$11.19M0.0%+5.9%0.280%
5/10/2024 Nwam LLC77,474$6.41M0.5%+4.6%0.161%
5/10/2024 Reston Wealth Management LLC6,599$548K0.2%-95.6%0.014%
5/9/2024 HBK Sorce Advisory LLC5,364$445K0.0%-18.1%0.011%
5/9/2024 Kingsview Wealth Management LLC29,864$2.48M0.1%+1.5%0.062%
5/9/2024 MB Generational Wealth LLC10,445$867K0.8%N/A0.022%
5/8/2024 Sheets Smith Wealth Management5,206$432K0.0%+2.6%0.011%
5/8/2024 Winthrop Capital Management LLC6,983$579K0.3%-4.0%0.015%
5/8/2024 US Bancorp DE10,532$874K0.0%-8.6%0.022%
5/7/2024 Anson Capital Inc.27,346$2.27M3.3%+9.9%0.057%
5/7/2024 NorthRock Partners LLC339,389$28.16M2.4%-5.5%0.706%
5/7/2024 WealthPLAN Partners LLC7,215$599K0.1%+135.2%0.015%
5/7/2024 CarsonAllaria Wealth Management Ltd.85,921$7.13M4.5%+11.7%0.179%
5/7/2024 Oppenheimer & Co. Inc.3,689$306K0.0%N/A0.008%
5/7/2024 TAGStone Capital Inc.43,283$3.59M2.1%+4.2%0.090%
5/7/2024 Insight Advisors LLC PA5,584$463K0.1%-4.9%0.012%
5/7/2024 Marquette Asset Management LLC5,309$440K0.1%-4.1%0.011%
5/7/2024 Empowered Funds LLC2,477$206K0.0%N/A0.005%
5/7/2024 Motive Wealth Advisors9,695$804K0.5%+90.0%0.020%
5/6/2024 Envestnet Portfolio Solutions Inc.22,698$1.88M0.0%+1.8%0.047%
5/6/2024 Kades & Cheifetz LLC64,349$5.34M3.4%+0.3%0.134%
5/4/2024 Geneos Wealth Management Inc.90,835$7.54M0.3%+5.3%0.189%
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5/4/2024 Valley Wealth Managers Inc.11,828$981K0.1%-9.5%0.025%
5/4/2024 Paulson Wealth Management Inc.2,804$233K0.1%-24.7%0.006%
5/4/2024 Csenge Advisory Group2,748$228K0.0%-10.8%0.006%
5/3/2024 Larson Financial Group LLC45,907$3.81M0.3%-3.9%0.095%
5/3/2024 Lutz Financial Services LLC171,514$14.23M1.2%+1.0%0.357%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.7,204$598K0.2%+48.8%0.015%
5/2/2024 Diversified LLC82,416$6.84M0.9%-2.5%0.171%
5/2/2024 Salomon & Ludwin LLC74,939$6.22M0.5%-1.9%0.156%
5/2/2024 New England Capital Financial Advisors LLC43,950$3.65M2.1%+10.0%0.091%
5/2/2024 Financial Counselors Inc.75,483$6.26M0.1%-0.8%0.157%
5/2/2024 Quent Capital LLC12,780$1.06M0.1%+4.7%0.027%
5/2/2024 Gilbert & Cook Inc.5,609$465K0.1%-11.1%0.012%
5/2/2024 Goelzer Investment Management Inc.812,795$67.44M3.8%+1.2%1.690%
5/1/2024 Stone Point Wealth LLC4,844$402K0.1%-6.0%0.010%
5/1/2024 Resonant Capital Advisors LLC129,739$10.76M0.9%+6.6%0.270%
5/1/2024 Connecticut Wealth Management LLC17,048$1.41M0.1%-22.5%0.035%
5/1/2024 Klingman & Associates LLC258,087$21.41M1.5%-1.0%0.537%
5/1/2024 Concourse Financial Group Securities Inc.1,075$89K0.0%-15.6%0.002%
5/1/2024 Financial Guidance Group Inc.63,160$5.24M3.4%-1.0%0.131%
5/1/2024 Avior Wealth Management LLC331,313$27.48M1.3%+8.7%0.689%
5/1/2024 Retirement Group LLC116,577$9.67M3.5%+0.6%0.242%
5/1/2024 Wambolt & Associates LLC5,801$475K0.1%-46.6%0.012%
5/1/2024 Diversify Advisory Services LLC8,385$686K0.0%N/A0.017%
4/30/2024 Private Advisor Group LLC47,104$3.91M0.0%+3.4%0.098%
4/30/2024 J.W. Cole Advisors Inc.4,823$400K0.0%-15.5%0.010%
4/30/2024 Hartline Investment Corp2,701$224K0.0%N/A0.006%
4/30/2024 Norden Group LLC6,481$538K0.0%N/A0.013%
4/30/2024Concord Wealth Partners117,648$9.76M1.8%-7.3%0.245%
4/29/2024Commonwealth Equity Services LLC476,553$39.54M0.1%+4.4%0.991%
4/29/2024 FAS Wealth Partners Inc.196,436$16.30M1.4%+0.2%0.408%
4/29/2024 Benjamin F. Edwards & Company Inc.23,690$1.97M0.0%+6.2%0.049%
4/29/2024 Aspire Wealth Management Corp432$36K0.0%-66.6%0.001%
4/29/2024 Meritage Portfolio Management24,760$2.05M0.1%-5.5%0.051%
4/26/2024 Trueblood Wealth Management LLC16,160$1.34M0.8%+4.9%0.033%
4/26/2024Prestige Wealth Management Group LLC44,901$3.73M0.8%+23.2%0.093%
4/26/2024 JNBA Financial Advisors38,367$3.18M0.3%-7.9%0.080%
4/26/2024 YHB Investment Advisors Inc.830$69K0.0%N/A0.002%
4/26/2024 Opus Capital Group LLC19,878$1.65M0.2%-1.3%0.041%
4/26/2024 First National Trust Co188,834$15.67M0.6%-8.2%0.391%
4/26/2024 McKinley Carter Wealth Services Inc.4,704$390K0.0%-29.0%0.010%
4/25/2024 One Day In July LLC22,313$1.85M0.2%+420.7%0.046%
4/25/2024 Valeo Financial Advisors LLC4,697$372K0.0%+45.6%0.010%
4/24/2024 Krilogy Financial LLC54,946$4.56M0.3%-9.0%0.114%
4/24/2024 CENTRAL TRUST Co4,607$382K0.0%-6.6%0.010%
4/24/2024 Dakota Wealth Management85,638$7.11M0.2%N/A0.177%
4/24/2024 Ackerman Capital Advisors LLC4,631$384K0.1%-4.6%0.010%
4/24/2024 Capasso Planning Partners LLC149,178$12.38M5.1%+5.1%0.309%
4/23/2024 Meredith Wealth Planning23,397$1.94M1.1%+0.6%0.048%
4/23/2024 Global Retirement Partners LLC7,530$625K0.0%-72.7%0.016%
4/23/2024 Morton Brown Family Wealth LLC37,850$3.14M1.3%-69.1%0.078%
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4/23/2024 McAdam LLC86,009$7.14M0.5%-2.0%0.178%
4/23/2024 Raymond James Financial Services Advisors Inc.72,290$6.00M0.0%+7.8%0.150%
4/22/2024 Strategic Financial Concepts LLC2,579$214K0.1%N/A0.005%
4/22/2024Invera Wealth Advisors LLC10,882$831K0.7%-4.0%0.023%
4/22/2024 American Financial Advisors LLC271,657$22.54M3.2%-2.4%0.563%
4/22/2024 Provident Wealth Management LLC56,440$4.68M1.8%+1.3%0.117%
4/22/2024 Altfest L J & Co. Inc.23,744$1.97M0.3%+20.7%0.049%
4/22/2024 Drive Wealth Management LLC3,715$308K0.1%-17.9%0.008%
4/22/2024 Strategies Wealth Advisors LLC37,551$3.12M0.5%-3.4%0.078%
4/20/2024 KWB Wealth196,878$16.34M2.2%-2.7%0.408%
(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, 510 institutional investors and hedge funds held shares of SPDR S&P 600 Small CapValue ETF. The most heavily invested institutionals were LPL Financial LLC ($120.63M), 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), Goelzer Investment Management Inc. ($67.44M), and Cerity Partners LLC ($63.67M).Learn more on SLYV's institutional investors.

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

Of the 432 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), Creative Planning ($821.58K), Cerity Partners LLC ($713.23K), Morningstar Investment Services LLC ($497.34K), LPL Financial LLC ($425.96K), KWB Wealth ($421.37K), and Ameriprise Financial Inc. ($383.21K).

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

Institutional investors have bought a total of 15,777,973 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

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

Of the 333 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), Hamilton Capital LLC ($970.66K), Financial Counselors Inc. ($904.13K), Massmutual Trust Co. FSB ADV ($664.82K), Benjamin F. Edwards & Company Inc. ($581.26K), N.E.W. Advisory Services LLC ($501.20K), and KWB Wealth ($408.79K).

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

Institutional investors have sold a total of 12,486,761 shares in the last 24 months. This volume of shares sold represents approximately $952.21M in transactions.


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This page (NYSEARCA:SLYV) was last updated on 6/11/2024 by MarketBeat.com Staff

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