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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
254,108
shares
|
$20.8 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
239,950
shares
|
$19.6 Million
3.69% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
233,591
shares
|
$19.1 Million
9.7% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
222,036
shares
|
$18.2 Million
0.02% of portfolio
|
Q1 2025
Added 3477.76%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
219,943
shares
|
$18 Million
3.3% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
217,254
shares
|
$17.8 Million
6.26% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
216,932
shares
|
$17.8 Million
0.04% of portfolio
|
Q4 2024
Added 37.96%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
213,190
shares
|
$17.5 Million
2.15% of portfolio
|
Q1 2025
Added 50.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
212,503
shares
|
$17.4 Million
0.24% of portfolio
|
Q1 2025
Added 568.92%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
211,011
shares
|
$17.3 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
191,798
shares
|
$15.7 Million
7.99% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
189,051
shares
|
$15.5 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
186,676
shares
|
$15.3 Million
1.59% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
186,311
shares
|
$15.3 Million
1.27% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
183,471
shares
|
$15 Million
0.05% of portfolio
|
Q2 2023
Added 8.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
180,920
shares
|
$14.8 Million
1.4% of portfolio
|
Q2 2023
Added 1.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
174,495
shares
|
$14.3 Million
0.67% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
162,095
shares
|
$13.3 Million
1.01% of portfolio
|
Q1 2025
Added 55.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
162,069
shares
|
$13.3 Million
0.04% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
161,915
shares
|
$13.3 Million
1.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
158,733
shares
|
$13 Million
2.75% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
158,182
shares
|
$13 Million
2.85% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
157,351
shares
|
$12.9 Million
0.4% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
156,752
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Added 847.03%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
156,344
shares
|
$12.8 Million
0.99% of portfolio
|
Q1 2025
Added 0.4%
|