Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P 600 SMCP VAL
-
Total 13F shares
-
2,219,922
-
Share change
-
+314,321
-
Total reported value
-
$184,941,809
-
Price per share
-
$83.31
-
Number of holders
-
11
-
Value change
-
+$26,186,081
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) as of Q4 2023
As of 31 Dec 2023,
SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,219,922 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, LPL Financial LLC, AMERIPRISE FINANCIAL INC, Financial Engines Advisors L.L.C., Morningstar Investment Services LLC, Cannon Financial Strategists, Inc., Goelzer Investment Management, Inc., Cerity Partners LLC, NorthRock Partners, LLC, and Financial Planning & Information Services, Inc..
This page lists
534
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.