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 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
76
shares
|
$6,342
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
70
shares
|
$5,842
0.0% of portfolio
|
Q1 2025
Reduced 69.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63
shares
|
$5,257
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
62
shares
|
$5,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
56
shares
|
$4,673
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
54
shares
|
$4,506
0.0% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
51
shares
|
$4,256
0.0% of portfolio
|
Q2 2020
Reduced 78.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,256
0.0% of portfolio
|
Q1 2025
Reduced 80.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
50
shares
|
$4,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
49
shares
|
$4,089
0.0% of portfolio
|
Q2 2025
Reduced 25.76%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
48
shares
|
$4,006
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
46
shares
|
$3,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
45
shares
|
$3,755
0.0% of portfolio
|
Q3 2023
Reduced 96.97%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
44
shares
|
$3,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42
shares
|
$3,505
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
41
shares
|
$3,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
35
shares
|
$2,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,921
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
34
shares
|
$2,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
32
shares
|
$2,670
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
30
shares
|
$2,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
30
shares
|
$2,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
24
shares
|
$2,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
22
shares
|
$1,836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
21
shares
|
$1,752
0.0% of portfolio
|
Q4 2023
Added 5.0%
|