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 616 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 $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
6,667
shares
|
$545,827
0.29% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
6,561
shares
|
$537,149
0.08% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
6,548
shares
|
$536,084
0.14% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
6,474
shares
|
$530,026
0.08% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,379
shares
|
$522,248
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,275
shares
|
$513,734
0.04% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,249
shares
|
$511,605
0.07% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
6,119
shares
|
$500,962
0.02% of portfolio
|
Q2 2025
Reduced 28.52%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
6,057
shares
|
$495,886
0.0% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,985
shares
|
$489,991
0.06% of portfolio
|
Q2 2025
Reduced 49.29%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
5,981
shares
|
$489,664
0.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,942
shares
|
$486,471
0.04% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,900
shares
|
$483,033
0.25% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,870
shares
|
$480,576
0.15% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,671
shares
|
$464,284
0.16% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,620
shares
|
$460,109
0.04% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,575
shares
|
$456,425
0.0% of portfolio
|
Q1 2025
Reduced 70.55%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
5,572
shares
|
$456,179
0.52% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,565
shares
|
$455,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,561
shares
|
$455,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,554
shares
|
$454,705
0.37% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,541
shares
|
$453,641
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,531
shares
|
$452,822
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,524
shares
|
$452,249
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
5,450
shares
|
$446,191
0.05% of portfolio
|
Q3 2023
Reduced 14.17%
|