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 |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
87,666
shares
|
$7.71 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
85,901
shares
|
$7.55 Million
0.87% of portfolio
|
Q3 2024
Added 4.02%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
84,529
shares
|
$7.43 Million
0.04% of portfolio
|
Q2 2025
Added 11.92%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
84,165
shares
|
$7.4 Million
2.73% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
82,294
shares
|
$7.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
81,960
shares
|
$7.21 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
79,702
shares
|
$7.01 Million
0.0% of portfolio
|
Q2 2025
Added 11.28%
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
79,517
shares
|
$6.99 Million
0.31% of portfolio
|
Q2 2025
Added 3.2%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
79,350
shares
|
$6.98 Million
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
77,347
shares
|
$6.8 Million
3.63% of portfolio
|
Q2 2025
Reduced 43.54%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
77,046
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.12%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
77,031
shares
|
$6.77 Million
0.0% of portfolio
|
Q2 2025
Added 23.13%
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
75,932
shares
|
$6.68 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
74,319
shares
|
$6.53 Million
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
74,089
shares
|
$6.51 Million
0.74% of portfolio
|
Q2 2025
Added 10.52%
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
71,503
shares
|
$6.29 Million
0.5% of portfolio
|
Q2 2025
Added 2.49%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
69,739
shares
|
$6.13 Million
3.11% of portfolio
|
Q4 2024
Added 3.38%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
69,259
shares
|
$6.09 Million
1.15% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
68,768
shares
|
$6.05 Million
0.13% of portfolio
|
Q2 2025
Added 3.97%
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
67,563
shares
|
$5.94 Million
0.12% of portfolio
|
Q2 2025
Added 16.79%
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
65,715
shares
|
$5.78 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
63,842
shares
|
$5.61 Million
0.28% of portfolio
|
Q2 2025
Added 6.13%
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
62,702
shares
|
$5.51 Million
1.96% of portfolio
|
Q2 2025
Added 6.98%
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
60,722
shares
|
$5.34 Million
1.24% of portfolio
|
Q3 2025
Added 1.13%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
59,724
shares
|
$5.25 Million
0.58% of portfolio
|
Q4 2023
Added 0.06%
|