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 617 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,152,916
shares
|
$430 Million
0.16% of portfolio
|
Q1 2025
Added 238.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,310,834
shares
|
$193 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,308,080
shares
|
$109 Million
0.22% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
942,162
shares
|
$78.6 Million
12.68% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
934,927
shares
|
$78 Million
0.15% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
885,572
shares
|
$73.9 Million
4.01% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
751,823
shares
|
$62.7 Million
1.99% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
729,986
shares
|
$60.9 Million
0.08% of portfolio
|
Q1 2025
Added 448.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
692,321
shares
|
$57.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$48.7 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
465,960
shares
|
$38.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
407,894
shares
|
$34 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
375,323
shares
|
$31.3 Million
0.0% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
347,867
shares
|
$29 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
332,950
shares
|
$27.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
311,127
shares
|
$26 Million
0.24% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$26 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
309,343
shares
|
$25.8 Million
2.03% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
306,111
shares
|
$25.5 Million
2.93% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
295,183
shares
|
$24.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
289,773
shares
|
$24.2 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$22.7 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
269,163
shares
|
$22.5 Million
2.07% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
262,088
shares
|
$21.9 Million
1.26% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
256,415
shares
|
$21.4 Million
3.91% of portfolio
|
Q1 2025
Added 0.63%
|