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 |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
134,128
shares
|
$11.8 Million
3.69% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
130,646
shares
|
$11.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
129,038
shares
|
$11.3 Million
1.09% of portfolio
|
Q2 2025
Reduced 30.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
128,293
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
127,089
shares
|
$11.2 Million
4.46% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
126,115
shares
|
$11.1 Million
1.27% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
125,524
shares
|
$11 Million
5.56% of portfolio
|
Q2 2025
Reduced 98.75%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
123,384
shares
|
$10.8 Million
2.65% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
118,833
shares
|
$10.4 Million
0.7% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
117,116
shares
|
$10.3 Million
0.03% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,577
shares
|
$10.3 Million
3.61% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
115,543
shares
|
$10.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
113,500
shares
|
$9.98 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
112,629
shares
|
$9.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
110,291
shares
|
$9.7 Million
4.9% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
110,056
shares
|
$9.68 Million
0.22% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
108,254
shares
|
$9.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
105,561
shares
|
$9.28 Million
0.9% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
101,732
shares
|
$8.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
100,456
shares
|
$8.83 Million
0.7% of portfolio
|
Q2 2025
Reduced 82.83%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
98,199
shares
|
$8.63 Million
2.32% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
94,854
shares
|
$8.34 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
88,593
shares
|
$7.79 Million
0.26% of portfolio
|
Q2 2025
Reduced 51.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
88,385
shares
|
$7.77 Million
0.0% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
88,070
shares
|
$7.74 Million
0.53% of portfolio
|
Q3 2025
Added 2.27%
|