Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / S&P 600 SMCP VAL
-
Number of holders
-
517
-
Total 13F shares, excl. options
-
28.8M
-
Shares change
-
-1.2M
-
Total reported value, excl. options
-
$2.4B
-
Value change
-
-$98.4M
-
Put/Call ratio
-
0
-
Number of buys
-
214
-
Number of sells
-
-231
-
Price
-
$83.31
Significant Holders of SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) as of Q4 2023
559 filings reported holding SLYV - SPDR SERIES TRUST - S&P 600 SMCP VAL as of Q4 2023.
SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) has 517 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.8M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.66M shares), LPL Financial LLC (1.54M shares), AMERIPRISE FINANCIAL INC (1.37M shares), Financial Engines Advisors L.L.C. (1.33M shares), Morningstar Investment Services LLC (1M shares), Cannon Financial Strategists, Inc. (842K shares), Goelzer Investment Management, Inc. (803K shares), Cerity Partners LLC (764K shares), NorthRock Partners, LLC (675K shares), and Financial Planning & Information Services, Inc. (652K shares).
This table shows the top 517 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.