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 615 institutions that hold shares in the stock, with a total of 33.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
15,188
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,954
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
14,922
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
14,916
shares
|
$1.31 Million
0.98% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
14,906
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
14,803
shares
|
$1.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
14,557
shares
|
$1.28 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
14,420
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
14,011
shares
|
$1.23 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
14,000
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
14,000
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2024
Reduced 17.95%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
13,740
shares
|
$1.21 Million
1.48% of portfolio
|
Q3 2022
Reduced 14.61%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
13,603
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
13,571
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,345
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 22.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
13,130
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 35.81%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
13,115
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
12,756
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
12,371
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
12,252
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,250
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,225
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
12,175
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
12,075
shares
|
$1.06 Million
1.17% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
12,029
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.37%
|