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SPDR S&P 600 Small Cap Value ETF (SLYV) Institutional Ownership

SPDR S&P 600 Small Cap Value ETF logo
$82.92 +1.12 (+1.37%)
Closing price 04:10 PM Eastern
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$83.05 +0.13 (+0.16%)
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Institutional Ownership Changes (13F Filings) for SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV)

Number of
Institutional Buyers
(last 12 months)
323
Total
Institutional Inflows
(last 12 months)
$896.03M
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$322.80M
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SLYV Institutional Buying and Selling by Quarter

SPDR S&P 600 Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Michael S. Ryan Inc.53,885$4.30M2.7%-66.2%0.117%
7/2/2025Marotta Asset Management48,210$3.85M0.8%+14.8%0.105%
7/2/2025Waller Financial Planning Group Inc.60,043$4.79M1.2%+27.5%0.131%
6/27/2025Goldman Sachs Group Inc.71,623$5.62M0.0%-43.5%0.156%
5/29/2025Apeiron RIA LLC5,870$460K0.1%-5.4%0.012%
5/21/2025Geneos Wealth Management Inc.87,797$6.88M0.2%-1.1%0.187%
5/20/2025Focus Partners Wealth280,583$22.00M0.1%+0.1%0.596%
5/16/2025Arete Wealth Advisors LLC32,804$2.57M0.2%-7.7%0.070%
5/16/2025Signature Estate & Investment Advisors LLC66,145$5.19M0.1%+1.9%0.141%
5/16/2025Hamilton Capital LLC33,126$2.60M0.2%+13.7%0.070%
5/16/2025Goldman Sachs Group Inc.71,623$5.62M0.0%-43.5%0.152%
5/16/2025Jones Financial Companies Lllp113,043$8.86M0.0%+153.4%0.240%
5/16/2025NewEdge Advisors LLC4,170$327K0.0%+218.8%0.009%
5/16/2025Integrated Wealth Concepts LLC29,429$2.31M0.0%+301.2%0.063%
5/16/2025Jentner Corp5,317$417K0.1%-10.4%0.011%
5/16/2025Clark Capital Management Group Inc.79,563$6.24M0.0%+8.3%0.169%
5/16/2025AQR Capital Management LLC11,715$918K0.0%N/A0.025%
5/15/2025EP Wealth Advisors LLC23,136$1.81M0.0%-21.8%0.049%
5/15/2025Focus Partners Advisor Solutions LLC105,923$8.30M0.1%-7.1%0.225%
5/15/2025Royal Bank of Canada56,207$4.41M0.0%-10.8%0.119%
5/15/2025Betterment LLC7,920$621K0.0%-7.7%0.017%
5/15/2025MAI Capital Management25,258$1.98M0.0%-3.7%0.054%
5/15/2025Calton & Associates Inc.43,101$3.38M0.8%+1.4%0.092%
5/15/2025Connecticut Wealth Management LLC14,963$1.17M0.1%N/A0.032%
5/15/2025Baird Financial Group Inc.111,029$8.71M0.0%+1.5%0.236%
5/15/2025Tortoise Investment Management LLC35,874$2.81M0.3%-4.4%0.076%
5/15/2025Graney & King LLC141,499$11.09M8.3%+4.2%0.301%
5/14/2025CreativeOne Wealth LLC6,925$543K0.0%-73.1%0.015%
5/14/2025Redwood Investment Management LLC186,676$14.64M1.6%+18.0%0.397%
5/14/2025WCG Wealth Advisors LLC128,416$10.07M0.8%-13.0%0.273%
5/14/2025Comerica Bank12,510$981K0.0%+12.8%0.027%
5/14/2025Freedom Investment Management Inc.20,233$1.59M0.1%-14.7%0.043%
5/14/2025Smartleaf Asset Management LLC659$51K0.0%+431.5%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.11,555$906K0.0%+16.8%0.025%
5/14/2025Leslie Global Wealth LLC3,842$301K0.1%+8.5%0.008%
5/14/2025Strategies Wealth Advisors LLC33,557$2.63M0.3%+4.6%0.071%
5/14/2025Kestra Advisory Services LLC26,989$2.12M0.0%-1.8%0.057%
5/14/2025Compound Planning Inc.5,085$399K0.0%+7.8%0.011%
5/14/2025Ameriprise Financial Inc.692,321$54.17M0.0%-3.9%1.471%
5/14/2025CW Advisors LLC5,313$417K0.0%+17.5%0.011%
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5/14/2025Summit Financial LLC10,887$854K0.0%-13.1%0.023%
5/14/2025Tradition Wealth Management LLC34,135$2.68M0.2%-0.7%0.073%
5/14/2025Laraway Financial Advisors Inc17,747$1.39M1.1%-0.9%0.038%
5/14/2025Fairscale Capital LLC4,423$347K0.3%+6.8%0.009%
5/14/2025Financial Advisors Network Inc.12,198$956K0.2%-2.0%0.026%
5/13/2025Aptus Capital Advisors LLC37,406$2.93M0.0%-2.4%0.080%
5/13/2025Raymond James Financial Inc.73,916$5.80M0.0%-1.8%0.157%
5/13/2025Pinnacle Holdings LLC8,492$666K0.3%+13.7%0.018%
5/13/2025American Investment Services Inc.13,575$1.06M0.2%-1.0%0.029%
5/13/2025Evensky & Katz LLC299,978$23.52M1.6%-0.9%0.638%
5/13/2025Financial Network Wealth Advisors LLC4,167$327K0.4%+17.5%0.009%
5/13/2025Klingman & Associates LLC262,088$20.55M1.3%+2.8%0.557%
5/13/2025Prudential PLC16,677$1.31M0.0%+39.1%0.035%
5/13/2025HighTower Advisors LLC729,986$57.23M0.1%+448.2%1.552%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management26,061$2.04M0.9%-8.0%0.055%
5/12/2025Financial Engines Advisors L.L.C.1,308,080$102.55M0.2%+0.3%2.780%
5/12/2025Independent Advisor Alliance3,912$307K0.0%-84.2%0.008%
5/12/2025Benjamin Edwards Inc.212,503$16.66M0.2%+568.9%0.452%
5/12/2025Townsquare Capital LLC72,727$5.70M0.1%+6.9%0.155%
5/9/2025Deutsche Bank AG10,156$796K0.0%-10.2%0.022%
5/9/2025Blue Barn Wealth LLC44,643$3.50M1.8%+8.7%0.095%
5/9/2025Altfest L J & Co. Inc.18,243$1.43M0.2%-25.2%0.039%
5/9/2025Chicago Partners Investment Group LLC40,235$2.98M0.1%+12.6%0.086%
5/9/2025Charles Schwab Investment Management Inc.77,218$6.05M0.0%-3.8%0.164%
5/9/2025WealthShield Partners LLC67,034$5.26M0.7%+0.3%0.142%
5/9/2025PrairieView Partners LLC1,003$78K0.0%-14.7%0.002%
5/9/2025McMill Wealth Management9,874$774K0.3%-15.9%0.021%
5/9/2025Atria Wealth Solutions Inc.12,733$998K0.0%-9.8%0.027%
5/9/2025Cary Street Partners Financial LLC8,394$658K0.0%+5.6%0.018%
5/9/2025Probity Advisors Inc.50,997$4.00M0.8%-3.7%0.108%
5/9/2025Commonwealth Equity Services LLC295,183$23.14M0.0%-5.9%0.627%
5/9/2025Blair William & Co. IL7,022$551K0.0%-31.3%0.015%
5/9/2025Palisades Hudson Asset Management L.P.58,609$4.60M2.1%+0.2%0.125%
5/9/2025PNC Financial Services Group Inc.2,424$190K0.0%-41.6%0.005%
5/8/2025IFG Advisory LLC19,644$1.54M0.1%+400.5%0.041%
5/8/2025TIAA Trust National Association162,069$12.71M0.0%+8.9%0.341%
5/8/2025UNIVEST FINANCIAL Corp17,772$1.39M0.1%-1.9%0.037%
5/8/2025MONECO Advisors LLC28,492$2.23M0.2%+136.4%0.060%
5/8/2025US Bancorp DE6,379$500K0.0%-5.1%0.013%
5/8/2025Harbour Investments Inc.1,153$90K0.0%-30.1%0.002%
5/8/2025NorthRock Partners LLC751,823$58.94M2.0%+1.7%1.583%
5/8/2025Modera Wealth Management LLC99,482$7.80M0.1%-2.9%0.209%
5/8/2025Wooster Corthell Wealth Management Inc.32,668$2.56M0.5%N/A0.069%
5/8/2025First National Trust Co189,051$14.82M0.6%-3.7%0.398%
5/8/2025Meredith Wealth Planning24,988$1.96M0.9%+2.2%0.053%
5/8/2025Geneos Wealth Management Inc.117,658$9.22M0.2%+32.5%0.248%
5/7/2025N.E.W. Advisory Services LLC162,095$12.71M1.0%+55.9%0.341%
5/7/2025Lutz Financial Services LLC161,915$12.69M1.0%+0.1%0.341%
5/7/2025Facet Wealth Inc.62,380$4.66M0.1%+124.8%0.131%
5/7/2025LPL Financial LLC5,152,916$403.99M0.2%+238.6%10.848%
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5/7/2025Texas Yale Capital Corp.20,455$1.60M0.1%+139.9%0.043%
5/7/2025Anson Capital Inc.4,952$388K0.3%+4.6%0.010%
5/7/2025Valley Wealth Managers Inc.10,662$836K0.1%-5.3%0.022%
5/7/2025HB Wealth Management LLC2,942$231K0.0%+8.9%0.006%
5/7/2025Brandywine Oak Private Wealth LLC269,163$21.10M2.1%+7.4%0.567%
5/7/2025Trilogy Capital Inc.77,054$6.04M0.3%-78.0%0.162%
5/6/2025Assetmark Inc.3,300$259K0.0%-94.2%0.007%
5/6/2025Cetera Investment Advisers86,011$6.74M0.0%+20.2%0.181%
5/6/2025Avantax Advisory Services Inc.4,996$392K0.0%+73.8%0.011%
5/6/2025AE Wealth Management LLC3,059$240K0.0%-24.2%0.006%
(Data available from 1/1/2016 forward)

SLYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLYV shares?

During the previous two years, 592 institutional investors and hedge funds held shares of SPDR S&P 600 Small Cap Value ETF. The most heavily invested institutionals were LPL Financial LLC ($403.99M), Bank of America Corp DE ($233.89M), Financial Engines Advisors L.L.C. ($102.55M), Morningstar Investment Services LLC ($84.68M), Cannon Financial Strategists Inc. ($73.87M), Cerity Partners LLC ($73.30M), and Goelzer Investment Management Inc. ($66.99M).Learn more on SPDR S&P 600 Small Cap Value ETF's institutional investors.

Which institutional investors have been buying SPDR S&P 600 Small Cap Value ETF's stock?

Of the 467 institutional investors that purchased SPDR S&P 600 Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.80M), Portside Wealth Group LLC ($1.06M), Cannon Financial Strategists Inc. ($942.16K), HighTower Advisors LLC ($599.97K), Morningstar Investment Services LLC ($497.34K), NorthRock Partners LLC ($482.88K), and Ameriprise Financial Inc. ($431.79K).

How much institutional buying is happening at SPDR S&P 600 Small Cap Value ETF?

Institutional investors have bought a total of 11,074,270 shares in the last 24 months. This purchase volume represents approximately $896.03M in transactions.

Which of SPDR S&P 600 Small Cap Value ETF's major shareholders have been selling company stock?

Of the 265 institutional investors that sold SPDR S&P 600 Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trilogy Capital Inc. ($273.70K), Financial Enhancement Group LLC ($225.02K), Balanced Wealth Group LLC ($203.94K), Tradewinds Capital Management LLC ($191.80K), Avior Wealth Management LLC ($185.68K), Commonwealth Equity Services LLC ($163.92K), and Envestnet Asset Management Inc. ($143.60K).

How much institutional selling is happening at SPDR S&P 600 Small Cap Value ETF?

Institutional investors have sold a total of 3,915,161 shares in the last 24 months. This volume of shares sold represents approximately $322.80M in transactions.


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This page (NYSEARCA:SLYV) was last updated on 7/2/2025 by MarketBeat.com Staff
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