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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,203
shares
|
$262,229
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,092
shares
|
$253,142
0.09% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,090
shares
|
$252,978
0.01% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
3,077
shares
|
$251,913
0.12% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,059
shares
|
$250,440
0.0% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,038
shares
|
$248,721
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,037
shares
|
$248,639
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
3,034
shares
|
$248,393
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,033
shares
|
$248,311
0.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
3,030
shares
|
$248,066
0.1% of portfolio
|
Q1 2024
Reduced 18.98%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
3,003
shares
|
$245,855
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,997
shares
|
$245,364
0.02% of portfolio
|
Q2 2025
Reduced 45.09%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,965
shares
|
$242,744
0.13% of portfolio
|
Q4 2023
Reduced 12.43%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
2,961
shares
|
$242,417
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
2,937
shares
|
$240,452
3.12% of portfolio
|
Q4 2022
Reduced 85.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,920
shares
|
$239,060
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
2,908
shares
|
$238,077
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
2,877
shares
|
$235,539
0.18% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
2,828
shares
|
$231,528
0.19% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,805
shares
|
$229,645
0.01% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,803
shares
|
$229,481
0.02% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
2,800
shares
|
$229,236
0.01% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
2,799
shares
|
$229,154
0.23% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,790
shares
|
$228,417
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
2,774
shares
|
$227,107
0.13% of portfolio
|
Q1 2025
Added 0.43%
|