Institutional Ownership Spdr S&P 600 Small Cap Value E (SLYV)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Value E (SLYV). We have compiled data on the 617 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
15,661
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
15,495
shares
|
$1.29 Million
0.34% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
15,281
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
15,188
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
15,149
shares
|
$1.26 Million
0.78% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
14,965
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
Added 33.41%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
14,963
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
14,850
shares
|
$1.24 Million
0.42% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
14,729
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
14,043
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
14,011
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
14,000
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
14,000
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,785
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
13,740
shares
|
$1.15 Million
1.48% of portfolio
|
Q3 2022
Reduced 14.61%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
13,575
shares
|
$1.13 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
13,364
shares
|
$1.12 Million
0.39% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,345
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 22.32%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
13,115
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
12,991
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
12,762
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,733
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,529
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,510
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
12,299
shares
|
$1.03 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.28%
|