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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,109
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
42,080
shares
|
$3.72 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,902
shares
|
$3.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
41,547
shares
|
$3.67 Million
0.2% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
39,271
shares
|
$3.47 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
38,591
shares
|
$3.41 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
37,818
shares
|
$3.34 Million
0.1% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
37,773
shares
|
$3.34 Million
0.08% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
37,343
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
35,679
shares
|
$3.15 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35,661
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
35,466
shares
|
$3.13 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
34,685
shares
|
$3.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,870
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,868
shares
|
$2.99 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
33,815
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,594
shares
|
$2.97 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
33,486
shares
|
$2.96 Million
0.12% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
33,463
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 67.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
33,393
shares
|
$2.95 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
33,066
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
32,727
shares
|
$2.89 Million
2.3% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
31,833
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,652
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
31,249
shares
|
$2.76 Million
0.48% of portfolio
|
Q3 2025
Added 0.36%
|
|