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 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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
4,478
shares
|
$393,750
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
4,399
shares
|
$386,804
0.26% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
4,373
shares
|
$384,517
0.04% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,335
shares
|
$381,176
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,313
shares
|
$379,242
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,238
shares
|
$372,647
0.06% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
4,221
shares
|
$371,152
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,221
shares
|
$371,152
0.01% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,194
shares
|
$368,778
0.04% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
4,173
shares
|
$366,931
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,167
shares
|
$366,404
0.05% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,114
shares
|
$361,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,095
shares
|
$360,073
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
4,056
shares
|
$356,644
0.01% of portfolio
|
Q2 2025
Reduced 62.74%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,001
shares
|
$351,807
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,001
shares
|
$351,807
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
3,954
shares
|
$347,675
0.01% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
3,931
shares
|
$345,652
12.69% of portfolio
|
Q1 2023
Reduced 98.02%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
3,920
shares
|
$344,685
0.37% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
3,917
shares
|
$344,421
0.15% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,910
shares
|
$343,806
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,895
shares
|
$342,487
0.1% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,877
shares
|
$340,904
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
3,867
shares
|
$340,025
0.14% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,856
shares
|
$339,058
0.01% of portfolio
|
Q2 2025
Reduced 22.91%
|