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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
951
shares
|
$83,621
0.01% of portfolio
|
Q3 2022
Added 1.71%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
836
shares
|
$73,509
0.0% of portfolio
|
Q2 2025
Reduced 56.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
809
shares
|
$71,135
0.01% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
808
shares
|
$71,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
725
shares
|
$63,749
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
723
shares
|
$63,573
0.02% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$63,309
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
715
shares
|
$62,869
0.0% of portfolio
|
Q2 2025
Reduced 37.99%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
696
shares
|
$61,199
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
622
shares
|
$54,692
0.01% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
565
shares
|
$49,680
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
540
shares
|
$47,482
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
510
shares
|
$44,844
0.02% of portfolio
|
Q2 2022
Reduced 33.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$43,965
0.0% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
500
shares
|
$43,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
478
shares
|
$42,030
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
459
shares
|
$40,359
0.0% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
432
shares
|
$37,985
0.02% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
395
shares
|
$34,732
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
392
shares
|
$34,468
0.0% of portfolio
|
Q2 2025
Reduced 64.1%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
380
shares
|
$33,413
0.03% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
352
shares
|
$30,951
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
329
shares
|
$28,928
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
318
shares
|
$27,961
0.0% of portfolio
|
Q2 2025
Added 893.75%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Sep 29, 2025 Q2 2025 |
305
shares
|
$26,818
0.0% of portfolio
|
Q2 2025
New holding
|