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 635 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
85,901
shares
|
$7.59 Million
0.87% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
84,165
shares
|
$7.43 Million
2.73% of portfolio
|
Q4 2023
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
83,927
shares
|
$7.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
82,329
shares
|
$7.27 Million
0.02% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
81,960
shares
|
$7.24 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
81,222
shares
|
$7.17 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
81,208
shares
|
$7.17 Million
4.56% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
80,489
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Added 87.04%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
74,675
shares
|
$6.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
73,376
shares
|
$6.48 Million
2.1% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
70,647
shares
|
$6.24 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
69,806
shares
|
$6.17 Million
1.85% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
69,739
shares
|
$6.16 Million
3.11% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
69,728
shares
|
$6.16 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
69,152
shares
|
$6.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
69,066
shares
|
$6.1 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
67,511
shares
|
$5.96 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
66,788
shares
|
$5.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
65,715
shares
|
$5.8 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
65,033
shares
|
$5.74 Million
1.01% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
64,026
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.9%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
63,612
shares
|
$5.62 Million
2.05% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
62,148
shares
|
$5.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
60,722
shares
|
$5.36 Million
1.24% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
59,724
shares
|
$5.27 Million
0.58% of portfolio
|
Q4 2023
Added 0.06%
|
|