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 635 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
130,416
shares
|
$11.5 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
128,293
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
126,589
shares
|
$11.2 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
126,584
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
126,526
shares
|
$11.2 Million
5.81% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
126,115
shares
|
$11.1 Million
1.27% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
123,384
shares
|
$10.9 Million
2.65% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
120,345
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
117,096
shares
|
$10.3 Million
5.61% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
116,589
shares
|
$10.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116,577
shares
|
$10.3 Million
3.61% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
115,543
shares
|
$10.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
114,825
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
113,500
shares
|
$10 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
109,440
shares
|
$9.67 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
101,471
shares
|
$8.96 Million
1.1% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
100,623
shares
|
$8.89 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
98,199
shares
|
$8.67 Million
2.32% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
98,134
shares
|
$8.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
93,943
shares
|
$8.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
92,526
shares
|
$8.17 Million
0.0% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
92,004
shares
|
$8.13 Million
0.01% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
88,070
shares
|
$7.78 Million
0.53% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
86,868
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
86,248
shares
|
$7.62 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.62%
|
|