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 |
|---|---|---|---|---|---|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
5,305
shares
|
$466,468
0.08% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,197
shares
|
$456,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
5,195
shares
|
$456,796
0.2% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,174
shares
|
$454,949
0.28% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
5,160
shares
|
$453,718
0.15% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,115
shares
|
$449,761
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
5,028
shares
|
$442,112
0.04% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,022
shares
|
$441,584
0.03% of portfolio
|
Q4 2023
Added 0.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,992
shares
|
$438,946
0.07% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
4,946
shares
|
$434,901
0.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
4,919
shares
|
$432,527
0.38% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,913
shares
|
$432,000
0.01% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Oct 17, 2025 Q3 2025 |
4,899
shares
|
$430,769
0.27% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,871
shares
|
$428,307
0.03% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
4,829
shares
|
$424,613
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,825
shares
|
$424,262
0.1% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,809
shares
|
$422,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,786
shares
|
$420,832
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,718
shares
|
$414,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
4,708
shares
|
$413,974
0.13% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
4,682
shares
|
$411,688
0.17% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,640
shares
|
$407,995
0.04% of portfolio
|
Q4 2023
Added 5.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,533
shares
|
$398,586
0.01% of portfolio
|
Q3 2022
Reduced 76.5%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,486
shares
|
$394,453
0.0% of portfolio
|
Q2 2025
Reduced 36.12%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,478
shares
|
$393,750
0.05% of portfolio
|
Q2 2025
Added 7.05%
|