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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
5,421
shares
|
$443,817
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,413
shares
|
$443,162
0.16% of portfolio
|
Q1 2024
Added 2.77%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
5,378
shares
|
$440,296
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,313
shares
|
$434,975
0.01% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,289
shares
|
$433,010
0.02% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,174
shares
|
$423,595
0.28% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
5,160
shares
|
$422,449
0.15% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,085
shares
|
$416,308
0.02% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
5,054
shares
|
$413,770
0.11% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jul 11, 2025 Q2 2025 |
5,041
shares
|
$412,706
0.26% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,022
shares
|
$411,151
0.03% of portfolio
|
Q4 2023
Added 0.62%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,002
shares
|
$409,513
0.02% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,996
shares
|
$409,022
0.0% of portfolio
|
Q1 2025
Added 73.77%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,984
shares
|
$408,040
0.36% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
4,952
shares
|
$405,420
0.4% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,951
shares
|
$405,338
0.13% of portfolio
|
Q1 2025
Reduced 54.68%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,871
shares
|
$398,788
0.03% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,857
shares
|
$397,642
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
4,836
shares
|
$395,923
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
4,829
shares
|
$395,350
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,825
shares
|
$395,022
0.1% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
4,809
shares
|
$393,712
0.39% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,809
shares
|
$393,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
4,791
shares
|
$392,239
0.19% of portfolio
|
Q1 2025
Reduced 89.81%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
4,708
shares
|
$385,443
0.15% of portfolio
|
Q1 2025
Added 0.45%
|