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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
153,312
shares
|
$12.8 Million
0.43% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
149,785
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
142,177
shares
|
$11.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
141,499
shares
|
$11.8 Million
8.26% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
136,990
shares
|
$11.4 Million
4.75% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
135,074
shares
|
$11.3 Million
5.4% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
131,103
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
128,416
shares
|
$10.7 Million
0.83% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
124,551
shares
|
$10.4 Million
0.64% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
122,855
shares
|
$10.3 Million
2.58% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
117,468
shares
|
$9.8 Million
5.39% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,577
shares
|
$9.73 Million
3.61% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
115,543
shares
|
$9.64 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
|
$9.47 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
112,588
shares
|
$9.4 Million
0.73% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
112,003
shares
|
$9.35 Million
4.24% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
111,029
shares
|
$9.27 Million
0.02% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
110,695
shares
|
$9.24 Million
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
110,244
shares
|
$9.2 Million
0.87% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
109,541
shares
|
$9.14 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
108,699
shares
|
$9.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
107,223
shares
|
$8.95 Million
5.04% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
105,923
shares
|
$8.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
99,482
shares
|
$8.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
97,237
shares
|
$8.12 Million
2.26% of portfolio
|
Q2 2025
Added 13.09%
|