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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
195
shares
|
$15,964
0.01% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
195
shares
|
$15,964
0.0% of portfolio
|
Q4 2024
Reduced 83.68%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
190
shares
|
$15,555
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
184
shares
|
$15,064
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
178
shares
|
$14,572
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
171
shares
|
$13,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
171
shares
|
$13,999
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
170
shares
|
$13,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
151
shares
|
$12,362
0.0% of portfolio
|
Q1 2025
Reduced 48.99%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
147
shares
|
$12,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
120
shares
|
$9,824
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
115
shares
|
$9,415
0.0% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
115
shares
|
$9,415
0.0% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
111
shares
|
$9,087
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
109
shares
|
$8,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
107
shares
|
$8,760
0.0% of portfolio
|
Q1 2025
Added 256.67%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
106
shares
|
$8,678
0.0% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
103
shares
|
$8,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
96
shares
|
$7,859
0.0% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
85
shares
|
$6,958
0.01% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
83
shares
|
$6,795
0.0% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
82
shares
|
$6,713
0.0% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
79
shares
|
$6,467
0.0% of portfolio
|
Q4 2024
Reduced 34.17%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
76
shares
|
$6,222
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
76
shares
|
$6,222
0.0% of portfolio
|
Q1 2025
New holding
|