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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
230,268
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.84%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
219,943
shares
|
$19.3 Million
3.3% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
213,190
shares
|
$18.7 Million
2.15% of portfolio
|
Q1 2025
Added 50.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
206,200
shares
|
$18.1 Million
1.65% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
206,077
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
202,579
shares
|
$17.8 Million
2.78% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
202,222
shares
|
$17.8 Million
0.52% of portfolio
|
Q2 2025
Added 31.9%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
198,055
shares
|
$17.4 Million
0.6% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
187,926
shares
|
$16.5 Million
3.07% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
184,012
shares
|
$16.2 Million
5.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
183,471
shares
|
$16.1 Million
0.05% of portfolio
|
Q2 2023
Added 8.01%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
181,275
shares
|
$15.9 Million
6.76% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
180,920
shares
|
$15.9 Million
1.4% of portfolio
|
Q2 2023
Added 1.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
177,470
shares
|
$15.6 Million
0.64% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
171,091
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
169,951
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
166,625
shares
|
$14.7 Million
2.8% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
160,891
shares
|
$14.1 Million
1.02% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
157,831
shares
|
$13.9 Million
0.93% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
151,593
shares
|
$13.3 Million
8.12% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
147,502
shares
|
$13 Million
0.91% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
146,171
shares
|
$12.9 Million
0.82% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
142,125
shares
|
$12.5 Million
1.03% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
140,613
shares
|
$12.4 Million
5.49% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
139,658
shares
|
$12.3 Million
0.69% of portfolio
|
Q2 2025
Added 12.13%
|