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 628 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,152,916
shares
|
$379 Million
0.16% of portfolio
|
Q1 2025
Added 238.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,680,709
shares
|
$197 Million
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,304,439
shares
|
$96 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
942,162
shares
|
$69.4 Million
12.68% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
934,927
shares
|
$68.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
854,454
shares
|
$62.9 Million
3.92% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
739,385
shares
|
$54.4 Million
2.11% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
720,190
shares
|
$53 Million
0.02% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$42.9 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
550,712
shares
|
$40.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
432,260
shares
|
$31.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
379,025
shares
|
$27.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
347,867
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
317,819
shares
|
$23.4 Million
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
313,540
shares
|
$23.1 Million
0.04% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$22.9 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
306,111
shares
|
$22.5 Million
2.93% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
302,811
shares
|
$22.3 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
294,010
shares
|
$21.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
288,102
shares
|
$21.2 Million
1.98% of portfolio
|
Q1 2025
Added 414.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$20 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
269,163
shares
|
$19.8 Million
2.07% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
258,388
shares
|
$19 Million
3.08% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
256,415
shares
|
$18.9 Million
3.91% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
254,949
shares
|
$18.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.81%
|