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 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
800
shares
|
$66,768
0.0% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
748
shares
|
$62,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
725
shares
|
$60,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
723
shares
|
$60,341
0.02% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$60,091
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
693
shares
|
$57,837
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
659
shares
|
$55,000
0.0% of portfolio
|
Q1 2025
Added 431.45%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
622
shares
|
$51,912
0.01% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
610
shares
|
$50,910
0.01% of portfolio
|
Q4 2023
Reduced 3.33%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
580
shares
|
$48,406
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
562
shares
|
$46,904
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
540
shares
|
$45,068
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
510
shares
|
$42,564
0.02% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
500
shares
|
$41,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
496
shares
|
$41,396
0.0% of portfolio
|
Q1 2025
Reduced 38.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
489
shares
|
$40,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
478
shares
|
$39,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
462
shares
|
$38,558
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
460
shares
|
$38,391
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
432
shares
|
$36,054
0.02% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
406
shares
|
$33,884
0.01% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
395
shares
|
$32,966
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
392
shares
|
$32,716
0.0% of portfolio
|
Q2 2025
Reduced 64.1%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
388
shares
|
$32,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
385
shares
|
$32,132
0.0% of portfolio
|
Q2 2025
New holding
|