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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
3,910
shares
|
$320,111
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,867
shares
|
$316,591
0.16% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
3,842
shares
|
$314,544
0.15% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
3,802
shares
|
$311,269
0.02% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,797
shares
|
$310,860
0.0% of portfolio
|
Q1 2025
Reduced 82.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,787
shares
|
$310,041
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,774
shares
|
$308,977
0.01% of portfolio
|
Q1 2025
Reduced 44.55%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
3,726
shares
|
$305,047
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
3,724
shares
|
$304,883
0.28% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
3,707
shares
|
$303,492
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,696
shares
|
$302,591
0.0% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
3,674
shares
|
$300,790
0.06% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,665
shares
|
$300,053
0.02% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
3,660
shares
|
$299,644
0.1% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,623
shares
|
$296,615
0.06% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,591
shares
|
$293,995
0.0% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
3,557
shares
|
$291,211
0.21% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
3,467
shares
|
$283,843
0.04% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
3,304
shares
|
$270,498
0.07% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,300
shares
|
$270,171
0.0% of portfolio
|
Q1 2025
Reduced 94.23%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,256
shares
|
$266,568
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
3,250
shares
|
$266,077
0.08% of portfolio
|
Q4 2019
Reduced 1.66%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
3,231
shares
|
$264,521
0.11% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,222
shares
|
$263,785
0.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
3,219
shares
|
$263,539
0.03% of portfolio
|
Q2 2025
Reduced 96.07%
|