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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
170
shares
|
$14,948
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
165
shares
|
$14,508
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
163
shares
|
$14,332
0.0% of portfolio
|
Q2 2025
Reduced 47.76%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
158
shares
|
$13,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
152
shares
|
$13,365
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
151
shares
|
$13,277
0.0% of portfolio
|
Q1 2025
Reduced 48.99%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
147
shares
|
$12,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
146
shares
|
$12,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
132
shares
|
$11,606
0.0% of portfolio
|
Q2 2025
Reduced 67.49%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
130
shares
|
$11,430
0.01% of portfolio
|
Q3 2025
Reduced 52.21%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
125
shares
|
$10,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
122
shares
|
$10,727
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
120
shares
|
$10,551
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
117
shares
|
$10,287
0.0% of portfolio
|
Q2 2025
Reduced 46.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
115
shares
|
$10,111
0.0% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
115
shares
|
$10,111
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
111
shares
|
$9,760
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
109
shares
|
$9,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
106
shares
|
$9,320
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
103
shares
|
$9,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
96
shares
|
$8,441
0.0% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
85
shares
|
$7,474
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
83
shares
|
$7,298
0.0% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
79
shares
|
$6,946
0.0% of portfolio
|
Q4 2024
Reduced 34.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
78
shares
|
$6,858
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|