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 636 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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
30,555
shares
|
$2.7 Million
0.86% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,453
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
29,221
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
28,375
shares
|
$2.51 Million
0.57% of portfolio
|
Q4 2025
Reduced 53.27%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
28,360
shares
|
$2.5 Million
0.58% of portfolio
|
Q4 2025
Reduced 5.37%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
27,887
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,596
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
26,555
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
26,474
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,130
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
25,680
shares
|
$2.27 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
25,275
shares
|
$2.23 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
25,275
shares
|
$2.23 Million
0.87% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
24,887
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 83.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,666
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
24,415
shares
|
$2.16 Million
1.27% of portfolio
|
Q2 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
24,392
shares
|
$2.15 Million
0.15% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
24,181
shares
|
$2.14 Million
0.6% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,177
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
23,965
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
23,702
shares
|
$2.09 Million
3.02% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,652
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
23,210
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
22,977
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
22,921
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.25%
|
|