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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
385
shares
|
$31,519
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
382
shares
|
$31,274
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
367
shares
|
$30,046
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
352
shares
|
$28,818
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
334
shares
|
$27,344
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
327
shares
|
$26,771
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
318
shares
|
$26,034
0.0% of portfolio
|
Q2 2025
Added 893.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
312
shares
|
$25,543
0.0% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
286
shares
|
$23,414
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
278
shares
|
$22,759
0.0% of portfolio
|
Q1 2025
Reduced 20.8%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
272
shares
|
$22,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
270
shares
|
$22,104
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
268
shares
|
$21,941
0.01% of portfolio
|
Q3 2022
Reduced 19.28%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
264
shares
|
$21,613
0.01% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
260
shares
|
$21,286
0.01% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
258
shares
|
$21,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
257
shares
|
$21,040
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
251
shares
|
$20,549
0.0% of portfolio
|
Q1 2025
Reduced 89.62%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
249
shares
|
$20,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
247
shares
|
$20,221
0.0% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
225
shares
|
$18,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
218
shares
|
$17,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
214
shares
|
$17,520
0.0% of portfolio
|
Q1 2025
Reduced 60.22%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
213
shares
|
$17,438
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
198
shares
|
$16,210
0.01% of portfolio
|
Q1 2025
Reduced 41.42%
|