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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,250
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
12,198
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
12,075
shares
|
$1.01 Million
1.17% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
12,048
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,030
shares
|
$1 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
11,974
shares
|
$999,350
0.74% of portfolio
|
Q4 2023
Reduced 0.2%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
11,950
shares
|
$997,346
0.7% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,715
shares
|
$977,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,694
shares
|
$975,981
0.56% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,555
shares
|
$964,380
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,266
shares
|
$940,260
0.29% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
11,087
shares
|
$925,321
0.09% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
11,042
shares
|
$921,565
0.01% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,887
shares
|
$908,629
0.02% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,792
shares
|
$900,700
0.14% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
10,759
shares
|
$897,946
0.06% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
10,699
shares
|
$892,938
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
10,662
shares
|
$889,850
0.06% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
10,619
shares
|
$886,261
0.6% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
10,410
shares
|
$868,818
0.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
10,407
shares
|
$868,568
0.02% of portfolio
|
Q1 2025
Reduced 61.12%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
10,299
shares
|
$859,554
0.3% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
10,253
shares
|
$855,715
0.14% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
10,156
shares
|
$847,619
0.0% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,142
shares
|
$846,451
0.03% of portfolio
|
Q4 2024
Added 11.95%
|