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 |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
26,061
shares
|
$2.13 Million
0.92% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
25,755
shares
|
$2.11 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
25,610
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 71.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
25,560
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,258
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
24,756
shares
|
$2.03 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,415
shares
|
$2 Million
1.27% of portfolio
|
Q2 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,146
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
24,130
shares
|
$1.98 Million
0.61% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
23,940
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
23,466
shares
|
$1.92 Million
1.67% of portfolio
|
Q1 2025
Added 38.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
23,440
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
23,136
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
22,570
shares
|
$1.85 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
22,459
shares
|
$1.84 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
21,767
shares
|
$1.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
21,652
shares
|
$1.77 Million
0.42% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,118
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,116
shares
|
$1.73 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
21,065
shares
|
$1.72 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
20,969
shares
|
$1.72 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,684
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
20,669
shares
|
$1.69 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
20,536
shares
|
$1.68 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
20,460
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2025
Added 66.38%
|