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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
33,806
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
33,755
shares
|
$2.97 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
33,659
shares
|
$2.96 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
33,400
shares
|
$2.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 84.28%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
32,727
shares
|
$2.88 Million
2.3% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,652
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
31,272
shares
|
$2.75 Million
0.12% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
31,136
shares
|
$2.74 Million
0.46% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
30,396
shares
|
$2.67 Million
0.88% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
29,968
shares
|
$2.64 Million
0.65% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
29,313
shares
|
$2.58 Million
0.07% of portfolio
|
Q2 2025
Added 181.67%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
29,267
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
28,249
shares
|
$2.48 Million
0.97% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,596
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
26,555
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
26,289
shares
|
$2.31 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
26,187
shares
|
$2.3 Million
0.84% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
26,131
shares
|
$2.3 Million
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,130
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,796
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
25,692
shares
|
$2.26 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
25,684
shares
|
$2.26 Million
3.87% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,675
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,258
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
25,255
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Added 4.59%
|