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 638 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
5,284
shares
|
$466,682
0.01% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
5,247
shares
|
$463,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
5,220
shares
|
$461,030
0.21% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
5,160
shares
|
$455,731
0.15% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,119
shares
|
$452,110
0.08% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,115
shares
|
$451,756
0.0% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
5,112
shares
|
$451,491
0.05% of portfolio
|
Q4 2025
Reduced 5.18%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,022
shares
|
$443,543
0.03% of portfolio
|
Q4 2023
Added 0.62%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
4,954
shares
|
$437,537
0.04% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
4,919
shares
|
$434,446
0.39% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jan 06, 2026 Q4 2025 |
4,899
shares
|
$432,679
0.26% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,890
shares
|
$431,884
0.01% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
4,871
shares
|
$430,206
0.03% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
4,838
shares
|
$427,292
0.16% of portfolio
|
Q4 2025
Added 25.11%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
4,829
shares
|
$426,497
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,825
shares
|
$426,143
0.1% of portfolio
|
Q3 2023
Reduced 7.92%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,810
shares
|
$424,819
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,809
shares
|
$424,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,710
shares
|
$415,987
0.07% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
4,708
shares
|
$415,810
0.13% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
4,692
shares
|
$414,397
0.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,640
shares
|
$409,804
0.04% of portfolio
|
Q4 2023
Added 5.72%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 15, 2026 Q4 2025 |
4,568
shares
|
$403,445
0.18% of portfolio
|
Q4 2025
Reduced 7.64%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,561
shares
|
$402,827
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,533
shares
|
$400,354
0.01% of portfolio
|
Q3 2022
Reduced 76.5%
|
|