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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
22,846
shares
|
$2.02 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,532
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 47.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,464
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
22,125
shares
|
$1.95 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
21,886
shares
|
$1.93 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
21,727
shares
|
$1.92 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,575
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
21,515
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
21,461
shares
|
$1.9 Million
1.83% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
21,155
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
20,992
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
20,486
shares
|
$1.81 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
20,420
shares
|
$1.8 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
20,406
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
20,309
shares
|
$1.79 Million
0.77% of portfolio
|
Q4 2025
Reduced 65.46%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
20,307
shares
|
$1.79 Million
0.58% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
20,307
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,221
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
19,761
shares
|
$1.75 Million
0.51% of portfolio
|
Q4 2025
Added 33.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
19,558
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,307
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 51.63%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
19,059
shares
|
$1.68 Million
0.66% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
18,859
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
18,335
shares
|
$1.62 Million
0.49% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,187
shares
|
$1.61 Million
0.21% of portfolio
|
Q4 2025
Reduced 16.86%
|
|