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 635 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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
253,050
shares
|
$22.3 Million
0.0% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
233,591
shares
|
$20.6 Million
9.7% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
221,521
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
219,943
shares
|
$19.4 Million
3.3% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
211,659
shares
|
$18.7 Million
2.82% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
206,200
shares
|
$18.2 Million
1.65% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
205,379
shares
|
$18.1 Million
0.64% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
196,821
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
196,682
shares
|
$17.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
187,938
shares
|
$16.6 Million
3.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
187,488
shares
|
$16.6 Million
7.11% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
184,012
shares
|
$16.3 Million
5.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
183,471
shares
|
$16.2 Million
0.05% of portfolio
|
Q2 2023
Added 8.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
180,920
shares
|
$16 Million
1.4% of portfolio
|
Q2 2023
Added 1.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
178,809
shares
|
$15.8 Million
0.68% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
173,755
shares
|
$15.3 Million
0.04% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
172,556
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
171,548
shares
|
$15.2 Million
3.16% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
169,137
shares
|
$14.9 Million
1.1% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
166,929
shares
|
$14.7 Million
1.25% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
158,520
shares
|
$14 Million
0.96% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
144,379
shares
|
$12.8 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
141,321
shares
|
$12.5 Million
5.81% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
131,946
shares
|
$11.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
131,609
shares
|
$11.6 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.76%
|
|