Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / S&P 600 SMCP VAL
-
Number of holders
-
518
-
Total 13F shares, excl. options
-
29.9M
-
Shares change
-
+1.14M
-
Total reported value, excl. options
-
$2.47B
-
Value change
-
+$95.5M
-
Put/Call ratio
-
0.02
-
Number of buys
-
222
-
Number of sells
-
-243
-
Price
-
$82.97
Significant Holders of SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) as of Q1 2024
562 filings reported holding SLYV - SPDR SERIES TRUST - S&P 600 SMCP VAL as of Q1 2024.
SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) has 518 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.9M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (2.49M shares), LPL Financial LLC (1.37M shares), Financial Engines Advisors L.L.C. (1.33M shares), AMERIPRISE FINANCIAL INC (1.22M shares), Cannon Financial Strategists, Inc. (864K shares), Cerity Partners LLC (840K shares), Goelzer Investment Management, Inc. (813K shares), NorthRock Partners, LLC (693K shares), Financial Planning & Information Services, Inc. (631K shares), and Morningstar Investment Services LLC (543K shares).
This table shows the top 518 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.