SLYV Institutional Ownership
State Street SPDR S&P 600 Small Cap Value ETF
1W: -0.0%
1M: -4.6%
3M: -3.7%
YTD: +13.2%
1Y: +16.5%
3Y: +51.7%
5Y: +37.9%
$103.98
+0.99 (+0.96%)
Weekly Expected Move ±1.5%
$101
$102
$104
$106
$107
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SLYV
651
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
59
New Positions
195
Increased
277
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (680 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7,166,475 | 745M | +1,995,326 | +38.6% | 53Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 1,038,990 | 108M | -44,483 | -4.1% | 38Q | SEC ↗ |
| 3 | Cannon Financial Strategists, Inc. | 1,001,138 | 104M | -6,917 | -0.7% | 30Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 960,074 | 100M | -84,115 | -8.1% | 15Q | SEC ↗ |
| 5 | NorthRock Partners, LLC | 834,093 | 87M | +36,181 | +4.5% | 29Q | SEC ↗ |
| 6 | Pacific Life Fund Advisors LLC NEW | 565,677 | 59M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 556,313 | 58M | -131 | -0.0% | 60Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 545,069 | 57M | -51,117 | -8.6% | 16Q | SEC ↗ |
| 9 | Convergence Financial, LLC | 381,642 | 40M | +180,516 | +89.8% | 19Q | SEC ↗ |
| 10 | Goelzer Investment Management, Inc. | 374,631 | 39M | -416,501 | -52.6% | 25Q | SEC ↗ |
| 11 | WCG Wealth Advisors LLC | 367,902 | 38M | -12,744 | -3.3% | 17Q | SEC ↗ |
| 12 | Creative Planning | 324,356 | 34M | -30,408 | -8.6% | 44Q | SEC ↗ |
| 13 | Rodgers & Associates, LTD | 322,641 | 34M | -1,263 | -0.4% | 23Q | SEC ↗ |
| 14 | Equitable Holdings, Inc. | 318,546 | 33M | +18,396 | +6.1% | 27Q | SEC ↗ |
| 15 | Fragasso Financial Advisors Inc | 305,286 | 32M | -4,794 | -1.5% | 23Q | SEC ↗ |
| 16 | Dean, Jacobson Financial Services, LLC | 288,425 | 30M | -2,280 | -0.8% | 4Q | SEC ↗ |
| 17 | Cerity Partners LLC | 280,730 | 29M | -5,324 | -1.9% | 27Q | SEC ↗ |
| 18 | Klingman & Associates, LLC | 279,909 | 29M | -1,132 | -0.4% | 32Q | SEC ↗ |
| 19 | Focus Partners Wealth | 279,896 | 29M | +22,277 | +8.6% | 10Q | SEC ↗ |
| 20 | BRANDYWINE OAK PRIVATE WEALTH LLC | 278,220 | 29M | -6,597 | -2.3% | 26Q | SEC ↗ |
| 21 | Morningstar Investment Management LLC | 255,802 | 27M | — | +0.0% | 4Q | SEC ↗ |
| 22 | Evensky & Katz LLC | 254,349 | 26M | -12,356 | -4.6% | 34Q | SEC ↗ |
| 23 | Waverly Advisors, LLC | 230,724 | 24M | -4,785 | -2.0% | 11Q | SEC ↗ |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 219,319 | 23M | — | +0.0% | 1Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 219,289 | 23M | -8,457 | -3.7% | 26Q | SEC ↗ |
| 26 | One Day In July LLC | 217,834 | 23M | +16,571 | +8.2% | 11Q | SEC ↗ |
| 27 | CANANDAIGUA NATIONAL CORP NEW | 215,562 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Wrenne Financial Planning LLC | 211,985 | 22M | +9,021 | +4.4% | 11Q | SEC ↗ |
| 29 | First National Trust Co | 210,616 | 22M | +1,444 | +0.7% | 35Q | SEC ↗ |
| 30 | OpenArc Corporate Advisory, LLC | 200,367 | 21M | -18,236 | -8.3% | 3Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 199,840 | 21M | -13,130 | -6.2% | 61Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 197,628 | 21M | -14,155 | -6.7% | 47Q | SEC ↗ |
| 33 | Financial Strategies Group, Inc. | 188,300 | 20M | +3,551 | +1.9% | 27Q | SEC ↗ |
| 34 | GHP Investment Advisors, Inc. | 184,716 | 19M | +2,927 | +1.6% | 43Q | SEC ↗ |
| 35 | FAS Wealth Partners, Inc. | 184,101 | 19M | +7,094 | +4.0% | 41Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 183,331 | 19M | -78,344 | -29.9% | 76Q | SEC ↗ |
| 37 | Key Financial Inc | 180,724 | 19M | -2,315 | -1.3% | 26Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 178,621 | 19M | -13,367 | -7.0% | 35Q | SEC ↗ |
| 39 | Avantax Planning Partners, Inc. | 176,693 | 18M | -7,070 | -3.8% | 20Q | SEC ↗ |
| 40 | American Financial Advisors, LLC | 161,395 | 17M | -88,312 | -35.4% | 22Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 154,964 | 16M | -75,896 | -32.9% | 32Q | SEC ↗ |
| 42 | SAGE FINANCIAL GROUP INC | 152,819 | 16M | -6,245 | -3.9% | 31Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP | 150,501 | 16M | +17,600 | +13.2% | 17Q | SEC ↗ |
| 44 | Geneos Wealth Management Inc. | 142,458 | 15M | +25,901 | +22.2% | 38Q | SEC ↗ |
| 45 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 138,743 | 14M | -8,573 | -5.8% | 2Q | SEC ↗ |
| 46 | Optimist Retirement Group LLC | 136,908 | 14M | -194 | -0.1% | 11Q | SEC ↗ |
| 47 | Lutz Financial Services LLC | 136,271 | 14M | -2,179 | -1.6% | 31Q | SEC ↗ |
| 48 | UBS Group AG | 135,160 | 14M | -15,895 | -10.5% | 47Q | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 130,437 | 14M | +5,340 | +4.3% | 26Q | SEC ↗ |
| 50 | CarsonAllaria Wealth Management, Ltd. | 129,564 | 13M | +5,129 | +4.1% | 19Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 565,677 | 59M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 219,319 | 23M |
| CANANDAIGUA NATIONAL CORP | 215,562 | 22M |
| Leicht Financial Planning & Wealth | 78,485 | 8M |
| Compton Financial Group, LLC | 44,658 | 5M |
| IFG Advisory, LLC | 40,806 | 4M |
| Carolina Wealth Management Inc | 35,453 | 4M |
| True Blue Financial, LLC | 26,561 | 3M |
| Global Retirement Partners, LLC | 26,280 | 3M |
| FLOW TRADERS U.S. LLC | 25,481 | 3M |
| FIDUCIARY FINANCIAL ADVISORS | 22,796 | 2M |
| Diversify Advisory Services, LLC | 19,852 | 2M |
| Phillip James Consulting Co. | 16,781 | 2M |
| Liberty Capital Management, Inc. | 14,000 | 1M |
| Sixth Street Partners Management Co | 13,919 | 1M |
| Nuveen, LLC | 10,998 | 1M |
| D. E. Shaw & Co., Inc. | 5,585 | 581K |
| Gibbs Wealth Management | 5,433 | 565K |
| HighPoint Advisor Group LLC | 4,712 | 490K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | 4,511 | 469K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CIBC Asset Management Inc | 11,000 | 1M |
| McMill Wealth Management | 9,831 | 1M |
| OneAscent Family Office, LLC | 9,724 | 1M |
| HRT FINANCIAL LP | 9,515 | 989K |
| Park Place Capital Corp | 8,323 | 865K |
| Orion Porfolio Solutions, LLC | 7,039 | 732K |
| IEQ CAPITAL, LLC | 6,531 | 679K |
| SEGALL BRYANT & HAMILL, LLC | 5,897 | 613K |
| MARSHALL WACE, LLP | 5,858 | 609K |
| Engineers Gate Manager LP | 5,738 | 597K |
| Henson-Edgewater Management, LLC | 4,899 | 509K |
| WealthPLAN Partners, LLC | 4,202 | 437K |
| IFS Group,LLC | 4,171 | 434K |
| MILLENNIUM MANAGEMENT LLC | 3,517 | 366K |
| Net Worth Advisory Group | 3,267 | 340K |
| Richmond Investment Services, LLC | 3,255 | 338K |
| XY Planning Network, Inc. | 3,204 | 333K |
| Fi3 FINANCIAL ADVISORS, LLC | 2,922 | 304K |
| BCGM Wealth Management, LLC | 2,757 | 287K |
| Werba Rubin Papier Wealth Managemen | 2,658 | 276K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,995,326 | +38.6% | 7,166,475 |
| Convergence Financial, LLC | +180,516 | +89.8% | 381,642 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +82,075 | +2476.6% | 85,389 |
| KWB Wealth | +61,419 | +616.7% | 71,378 |
| Savant Capital, LLC | +45,497 | +100.6% | 90,729 |
| NorthRock Partners, LLC | +36,181 | +4.5% | 834,093 |
| Collier Financial | +30,462 | +4266.4% | 31,176 |
| Avior Wealth Management, LLC | +29,902 | +43.2% | 99,126 |
| FLAGSHIP HARBOR ADVISORS, LLC | +29,279 | +324.5% | 38,302 |
| STEVENS CAPITAL PARTNERS | +26,926 | +26.6% | 128,076 |
| Geneos Wealth Management Inc. | +25,901 | +22.2% | 142,458 |
| Focus Partners Wealth | +22,277 | +8.6% | 279,896 |
| Equitable Holdings, Inc. | +18,396 | +6.1% | 318,546 |
| MCF Advisors LLC | +17,716 | +2871.3% | 18,333 |
| JONES FINANCIAL COMPANIES LLLP | +17,600 | +13.2% | 150,501 |
| One Day In July LLC | +16,571 | +8.2% | 217,834 |
| MERCER GLOBAL ADVISORS INC /ADV | +14,310 | +22.1% | 79,112 |
| Tower Research Capital LLC (TRC) | +12,730 | +181857.1% | 12,737 |
| JANE STREET GROUP, LLC | +11,189 | +56.2% | 31,110 |
| TWO SIGMA INVESTMENTS, LP | +10,272 | +64.3% | 26,252 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Goelzer Investment Management, Inc. | -416,501 | -52.6% | 374,631 |
| Independent Advisor Alliance | -92,784 | -95.3% | 4,559 |
| American Financial Advisors, LLC | -88,312 | -35.4% | 161,395 |
| BANK OF AMERICA CORP /DE | -84,115 | -8.1% | 960,074 |
| BALANCED WEALTH GROUP LLC | -82,220 | -64.7% | 44,826 |
| Private Advisor Group, LLC | -79,017 | -49.7% | 80,103 |
| WELLS FARGO & COMPANY/MN | -78,344 | -29.9% | 183,331 |
| ENVESTNET ASSET MANAGEMENT INC | -75,896 | -32.9% | 154,964 |
| WealthShield Partners, LLC | -66,170 | -99.5% | 345 |
| AMERIPRISE FINANCIAL INC | -51,117 | -8.6% | 545,069 |
| Financial Engines Advisors L.L.C. | -44,483 | -4.1% | 1,038,990 |
| McAdam, LLC | -38,287 | -68.9% | 17,302 |
| Creative Planning | -30,408 | -8.6% | 324,356 |
| Facet Wealth, Inc. | -24,577 | -70.8% | 10,154 |
| OpenArc Corporate Advisory, LLC | -18,236 | -8.3% | 200,367 |
| CALTON & ASSOCIATES, INC. | -16,196 | -31.6% | 35,035 |
| UBS Group AG | -15,895 | -10.5% | 135,160 |
| NWAM LLC | -14,888 | -16.7% | 74,379 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -14,155 | -6.7% | 197,628 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,367 | -7.0% | 178,621 |