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 612 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 $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,312,251
shares
|
$434 Million
0.15% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,175,117
shares
|
$178 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,374,933
shares
|
$112 Million
0.22% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
952,755
shares
|
$77.8 Million
12.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
885,572
shares
|
$72.4 Million
4.01% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
788,734
shares
|
$64.4 Million
1.85% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
786,215
shares
|
$64.2 Million
0.08% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
672,685
shares
|
$55 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$47.6 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
465,960
shares
|
$38.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
442,167
shares
|
$36.1 Million
0.0% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
380,649
shares
|
$31.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
336,515
shares
|
$27.5 Million
2.96% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
327,205
shares
|
$26.7 Million
0.23% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$25.4 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
309,343
shares
|
$25.3 Million
2.03% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
305,697
shares
|
$25 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.3%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
289,773
shares
|
$23.7 Million
1.41% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
285,410
shares
|
$23.3 Million
2.12% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
284,381
shares
|
$23.2 Million
1.26% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
283,330
shares
|
$23.2 Million
0.05% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$22.2 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
265,081
shares
|
$21.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.8%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
254,108
shares
|
$20.8 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
233,591
shares
|
$19.1 Million
9.7% of portfolio
|
Q3 2023
Reduced 0.54%
|