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 634 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,246
shares
|
$816,606
0.04% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,232
shares
|
$815,370
0.01% of portfolio
|
Q3 2025
Added 186.35%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,188
shares
|
$811,484
0.11% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
9,184
shares
|
$811,130
0.05% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,099
shares
|
$803,623
0.01% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,961
shares
|
$791,435
0.07% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,850
shares
|
$781,631
0.04% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,732
shares
|
$771,210
0.05% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
8,670
shares
|
$765,734
0.69% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,627
shares
|
$761,936
0.0% of portfolio
|
Q3 2025
Added 231.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,465
shares
|
$747,628
0.01% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
8,311
shares
|
$734,027
0.07% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,241
shares
|
$727,845
0.31% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
8,219
shares
|
$725,902
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,159
shares
|
$720,602
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8,158
shares
|
$720,514
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
8,157
shares
|
$720,426
0.49% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
8,133
shares
|
$718,306
0.32% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
8,105
shares
|
$715,833
0.31% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
8,092
shares
|
$714,685
0.01% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
8,067
shares
|
$712,477
0.07% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
7,990
shares
|
$705,676
0.21% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
7,943
shares
|
$701,525
0.25% of portfolio
|
Q3 2025
Added 2504.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7,938
shares
|
$701,084
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,730
shares
|
$682,713
0.05% of portfolio
|
Q3 2025
Added 9.35%
|
|