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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
47,672
shares
|
$3.9 Million
1.76% of portfolio
|
Q1 2025
Added 35.64%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,629
shares
|
$3.9 Million
1.28% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
45,919
shares
|
$3.76 Million
0.26% of portfolio
|
Q1 2025
Added 321.28%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
44,643
shares
|
$3.65 Million
1.84% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
44,310
shares
|
$3.63 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
44,125
shares
|
$3.61 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
43,443
shares
|
$3.56 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
43,111
shares
|
$3.53 Million
0.08% of portfolio
|
Q1 2025
Added 41.8%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
43,101
shares
|
$3.53 Million
0.82% of portfolio
|
Q1 2025
Added 482.6%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,109
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
41,658
shares
|
$3.41 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
41,045
shares
|
$3.36 Million
0.44% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
40,235
shares
|
$3.29 Million
0.11% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
39,518
shares
|
$3.24 Million
0.36% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
38,980
shares
|
$3.19 Million
0.08% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
38,036
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
37,578
shares
|
$3.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,406
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
37,317
shares
|
$3.06 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
37,102
shares
|
$3.04 Million
1.77% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
35,874
shares
|
$2.94 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
35,813
shares
|
$2.93 Million
0.63% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
35,379
shares
|
$2.9 Million
1.15% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
35,147
shares
|
$2.88 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
34,992
shares
|
$2.86 Million
0.07% of portfolio
|
Q1 2025
Added 4.38%
|