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 637 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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
3,910
shares
|
$345,331
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,895
shares
|
$344,006
0.1% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,877
shares
|
$342,416
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,791
shares
|
$334,821
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
3,788
shares
|
$334,556
0.01% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
3,717
shares
|
$328,285
0.09% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,696
shares
|
$326,430
0.0% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
3,660
shares
|
$323,251
0.1% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$322,103
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
3,580
shares
|
$316,185
0.22% of portfolio
|
Q3 2025
Reduced 47.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,546
shares
|
$313,182
0.02% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
3,540
shares
|
$312,652
0.23% of portfolio
|
Q4 2025
Added 12.92%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,537
shares
|
$312,387
0.05% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
3,528
shares
|
$311,592
0.15% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
3,485
shares
|
$307,795
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,469
shares
|
$306,382
0.02% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
3,263
shares
|
$288,188
0.21% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
3,256
shares
|
$287,569
0.05% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
3,252
shares
|
$287,216
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
3,250
shares
|
$287,040
0.31% of portfolio
|
Q4 2019
Reduced 1.66%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
3,231
shares
|
$285,361
0.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,217
shares
|
$284,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,212
shares
|
$283,683
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,203
shares
|
$282,888
0.09% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
3,171
shares
|
$280,062
0.06% of portfolio
|
Q3 2025
Reduced 1.49%
|
|