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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
24,548
shares
|
$2.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,415
shares
|
$2.15 Million
1.27% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
24,392
shares
|
$2.14 Million
0.15% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
24,181
shares
|
$2.13 Million
0.59% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
23,706
shares
|
$2.08 Million
1.04% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,612
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
22,570
shares
|
$1.98 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
22,330
shares
|
$1.96 Million
0.19% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
22,235
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Added 119.24%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
21,886
shares
|
$1.92 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
21,876
shares
|
$1.92 Million
0.25% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
21,727
shares
|
$1.91 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
21,652
shares
|
$1.9 Million
0.42% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,618
shares
|
$1.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.1%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
21,526
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
21,515
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Simon Quick Advisors, LLC
|
Oct 08, 2025 Q2 2025 |
21,509
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
21,065
shares
|
$1.85 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
20,571
shares
|
$1.81 Million
0.14% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
20,504
shares
|
$1.8 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,271
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 514.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,221
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
19,923
shares
|
$1.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 53.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,709
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
19,638
shares
|
$1.73 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.99%
|