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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,512,449
shares
|
$487 Million
0.15% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,273,012
shares
|
$201 Million
0.01% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,194,647
shares
|
$106 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
994,143
shares
|
$87.8 Million
12.61% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
878,567
shares
|
$77.6 Million
4.28% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
788,199
shares
|
$69.6 Million
1.4% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
693,161
shares
|
$61.2 Million
0.01% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
590,433
shares
|
$52.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
582,947
shares
|
$51.5 Million
6.98% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
476,621
shares
|
$42.1 Million
0.03% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
453,559
shares
|
$40.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
424,070
shares
|
$37.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
400,624
shares
|
$35.4 Million
1.31% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
370,219
shares
|
$32.7 Million
0.05% of portfolio
|
Q3 2025
Added 51.9%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
333,944
shares
|
$29.5 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
324,530
shares
|
$28.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
313,321
shares
|
$27.7 Million
2.15% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
311,112
shares
|
$27.5 Million
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
296,474
shares
|
$26.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
286,569
shares
|
$25.3 Million
2.22% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
282,377
shares
|
$24.9 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
279,131
shares
|
$24.7 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Dec 09, 2025 Q3 2025 |
276,773
shares
|
$24.4 Million
17.89% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
271,971
shares
|
$24 Million
0.24% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
267,000
shares
|
$23.6 Million
3.19% of portfolio
|
Q3 2025
Added 5.07%
|
|