Rockbridge Investment Management LCC Sells 5,996 Shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Posted by Don Miller on Mar 27th, 2025

Rockbridge Investment Management LCC trimmed its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 112,823 shares of the company’s stock after selling 5,996 shares during the period. SPDR S&P 600 Small CapValue ETF makes up about 1.3% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 16th biggest position. Rockbridge Investment Management LCC owned approximately 0.24% of SPDR S&P 600 Small CapValue ETF worth $9,844,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of SLYV. JPMorgan Chase & Co. boosted its holdings in SPDR S&P 600 Small CapValue ETF by 21.1% in the fourth quarter. JPMorgan Chase & Co. now owns 10,910 shares of the company’s stock valued at $952,000 after acquiring an additional 1,901 shares during the last quarter. Foundation Wealth Management LLC PA bought a new stake in SPDR S&P 600 Small CapValue ETF during the 4th quarter worth about $2,829,000. UNIVEST FINANCIAL Corp lifted its position in SPDR S&P 600 Small CapValue ETF by 13.9% during the 4th quarter. UNIVEST FINANCIAL Corp now owns 18,123 shares of the company’s stock valued at $1,581,000 after purchasing an additional 2,207 shares during the period. Florida Financial Advisors LLC boosted its stake in shares of SPDR S&P 600 Small CapValue ETF by 23.5% in the 4th quarter. Florida Financial Advisors LLC now owns 12,297 shares of the company’s stock valued at $1,073,000 after purchasing an additional 2,340 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC grew its position in shares of SPDR S&P 600 Small CapValue ETF by 21.0% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 64,903 shares of the company’s stock worth $5,663,000 after buying an additional 11,264 shares during the period.

SPDR S&P 600 Small CapValue ETF Price Performance

Shares of NYSEARCA SLYV opened at $80.15 on Thursday. SPDR S&P 600 Small CapValue ETF has a fifty-two week low of $75.79 and a fifty-two week high of $96.14. The firm has a market capitalization of $3.85 billion, a P/E ratio of 13.20 and a beta of 1.18. The company’s 50 day simple moving average is $84.95 and its 200 day simple moving average is $87.19.

SPDR S&P 600 Small CapValue ETF Cuts Dividend

The business also recently declared a dividend, which was paid on Wednesday, March 26th. Stockholders of record on Monday, March 24th were paid a $0.3599 dividend. The ex-dividend date was Monday, March 24th.

SPDR S&P 600 Small CapValue ETF Company Profile

(Free Report)

SPDR S&P 600 Small Cap Value ETF, formerly SPDR Dow Jones Small Cap Value ETF, focuses to provide investment results, which correspond to the total return performance of an index, which tracks the performance of small capitalization exchange traded the United States equity securities exhibiting value characteristics.