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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
296
shares
|
$26,027
0.0% of portfolio
|
Q2 2025
Reduced 75.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
286
shares
|
$25,147
0.0% of portfolio
|
Q3 2025
Reduced 37.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
286
shares
|
$25,147
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
281
shares
|
$24,708
0.0% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
281
shares
|
$24,708
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
270
shares
|
$23,741
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
268
shares
|
$23,565
0.01% of portfolio
|
Q3 2022
Reduced 19.28%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
264
shares
|
$23,213
0.01% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
260
shares
|
$22,861
0.01% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
258
shares
|
$22,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
257
shares
|
$22,598
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
249
shares
|
$21,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
247
shares
|
$21,718
0.0% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
231
shares
|
$20,311
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
228
shares
|
$20,048
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
215
shares
|
$18,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
214
shares
|
$18,817
0.0% of portfolio
|
Q1 2025
Reduced 60.22%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
213
shares
|
$18,729
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
195
shares
|
$17,146
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
195
shares
|
$17,146
0.01% of portfolio
|
Q2 2025
Added 178.57%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
193
shares
|
$16,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
185
shares
|
$16,267
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
178
shares
|
$15,651
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
171
shares
|
$15,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
171
shares
|
$15,036
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|