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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,054
shares
|
$168,160
0.04% of portfolio
|
Q2 2025
Added 97.88%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,001
shares
|
$163,821
0.01% of portfolio
|
Q4 2023
Added 5.26%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,961
shares
|
$160,547
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,791
shares
|
$146,629
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,509
shares
|
$123,541
0.01% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,460
shares
|
$119,530
0.03% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,439
shares
|
$117,810
0.04% of portfolio
|
Q1 2025
Reduced 31.87%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,435
shares
|
$117,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
1,353
shares
|
$110,770
0.06% of portfolio
|
Q1 2025
Added 32.26%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,292
shares
|
$105,776
0.01% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,250
shares
|
$102,337
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,237
shares
|
$101,273
0.01% of portfolio
|
Q4 2024
Added 6085.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,192
shares
|
$97,589
0.01% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,179
shares
|
$96,524
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,153
shares
|
$94,396
0.0% of portfolio
|
Q1 2025
Reduced 30.12%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,117
shares
|
$91,448
0.03% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,039
shares
|
$85,062
0.05% of portfolio
|
Q1 2023
Added 0.39%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,003
shares
|
$82,115
0.01% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,000
shares
|
$81,870
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$81,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
951
shares
|
$77,858
0.01% of portfolio
|
Q3 2022
Added 1.71%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
836
shares
|
$68,443
0.0% of portfolio
|
Q2 2025
Reduced 56.57%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
808
shares
|
$66,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
800
shares
|
$65,496
0.0% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
748
shares
|
$61,238
0.0% of portfolio
|
Q1 2025
New holding
|