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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
59,387
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.78%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
59,293
shares
|
$5.21 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,872
shares
|
$5.18 Million
0.0% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
58,795
shares
|
$5.17 Million
2.37% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
58,430
shares
|
$5.14 Million
1.7% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
57,839
shares
|
$5.09 Million
0.45% of portfolio
|
Q2 2025
Reduced 64.32%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
56,611
shares
|
$4.98 Million
0.49% of portfolio
|
Q2 2025
Added 68.7%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
56,427
shares
|
$4.96 Million
0.38% of portfolio
|
Q2 2025
Added 22.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
56,088
shares
|
$4.93 Million
2.27% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
55,731
shares
|
$4.9 Million
0.08% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
54,917
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
54,186
shares
|
$4.76 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
53,634
shares
|
$4.72 Million
3.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
53,633
shares
|
$4.72 Million
0.78% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
51,875
shares
|
$4.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.84%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
51,320
shares
|
$4.51 Million
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
51,096
shares
|
$4.49 Million
1.94% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
50,832
shares
|
$4.47 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
49,792
shares
|
$4.38 Million
0.66% of portfolio
|
Q3 2023
Reduced 6.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
49,398
shares
|
$4.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,310
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.18%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
48,654
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Added 7876.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,629
shares
|
$4.19 Million
1.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
47,573
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
46,936
shares
|
$4.13 Million
0.8% of portfolio
|
Q3 2025
Reduced 10.5%
|