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

SPDR S&P 600 Small Cap Value ETF logo
$112.21 +0.36 (+0.32%)
As of 03:52 PM Eastern
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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)
277
Total
Institutional Inflows
(last 12 months)
$366.02M
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
8/13/2026 Pinnacle Holdings LLC7,414$809K0.2%N/A0.016%
7/10/2026 Accel Wealth Management1,857$203K0.0%N/A0.004%
7/10/2026 Taylor & Morgan Wealth Management LLC7,232$789K0.4%-3.0%0.016%
7/10/2026 KWB Wealth71,378$7.79M0.7%+616.7%0.158%
7/10/2026 Highland Financial Advisors LLC12,179$1.33M0.3%+6.9%0.027%
7/9/2026 Friday Financial6,977$748K0.2%+25.6%0.015%
7/9/2026 Atlas Brown Inc.7,727$843K0.2%-2.1%0.017%
7/9/2026 Focus Financial Network Inc.21,422$2.34M0.1%-2.3%0.048%
7/9/2026 Everhart Financial Group Inc.8,795$960K0.1%-55.5%0.020%
7/9/2026 Sax Wealth Advisors LLC2,182$238K0.0%N/A0.005%
7/9/2026 Valeo Financial Advisors LLC3,411$371K0.0%-13.4%0.008%
7/7/2026 Bill Few Associates Inc.21,175$2.31M0.5%+1.8%0.047%
7/7/2026 Balefire LLC2,424$264K0.0%+4.9%0.005%
7/7/2026 Dynamic Advisor Solutions LLC3,188$348K0.0%+6.9%0.007%
7/7/2026 Inspirion Wealth Advisors LLC17,117$1.86M0.2%-5.3%0.038%
7/7/2026 Avior Wealth Management LLC99,126$10.81M0.3%+43.2%0.221%
7/7/2026 Canandaigua National Bank & Trust Co.219,319$23.93M2.0%N/A0.489%
7/7/2026 Waller Financial Planning Group Inc.25,140$2.74M0.6%-4.1%0.056%
7/7/2026 CGN Advisors LLC4,592$501K0.0%-16.0%0.010%
7/7/2026 CoreCap Advisors LLC16,823$1.84M0.1%-1.0%0.038%
7/7/2026 Howard Financial Services LTD.3,408$372K0.0%-24.0%0.008%
7/6/2026 Trilogy Capital Inc.81,461$8.89M0.3%+13.8%0.182%
7/1/2026 Marathon Mission Inc.54,505$5.95M3.0%+1.4%0.123%
6/16/2026Empowered Funds LLC2,312$219K0.0%N/A0.005%
6/10/2026 FAS Wealth Partners Inc.177,007$16.74M1.0%+1.4%0.398%
6/3/2026 NewEdge Advisors LLC11,055$1.05M0.0%-17.8%0.025%
5/29/2026 Asset Dedication LLC111,199$10.52M0.7%-0.4%0.250%
5/27/2026Capasso Planning Partners LLC99,183$9.38M5.1%+8.1%0.223%
5/26/2026 Glenmede Trust Co. NA316$30K0.0%N/A0.001%
5/22/2026 Segall Bryant & Hamill LLC5,897$557K0.0%N/A0.013%
5/19/2026 NewEdge Advisors LLC9,957$942K0.0%-25.9%0.022%
5/19/2026Bank of America Corp DE1,044,189$98.76M0.0%-23.8%2.349%
5/19/2026 Ashton Thomas Securities LLC793$75K0.0%N/A0.002%
5/19/2026 Arkadios Wealth Advisors10,580$1.00M0.0%N/A0.024%
5/19/2026 IFS Group LLC4,171$394K0.4%N/A0.009%
5/18/2026Royal Bank of Canada64,788$6.13M0.0%+2.2%0.146%
5/18/2026 Richwood Investment Advisors LLC4,160$393K0.3%-23.8%0.009%
5/18/2026Empowered Funds LLC2,312$219K0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP14,998$1.42M0.0%+2.4%0.034%
5/15/2026 Gateway Wealth Partners LLC2,170$205K0.0%N/A0.005%
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5/15/2026 Everest Financial Group LLC2,286$216K0.0%N/A0.005%
5/15/2026Waverly Advisors LLC235,509$22.27M0.2%+418.4%0.530%
5/14/2026 Morningstar Investment Management LLC255,802$24.19M1.5%-33.8%0.575%
5/14/2026Rockbridge Investment Management LCC94,382$8.93M0.8%-2.4%0.212%
5/14/2026 Compound Planning Inc.5,839$552K0.0%+23.9%0.013%
5/14/2026 Klingman & Associates LLC281,041$26.58M1.3%-0.3%0.632%
5/14/2026Gibbs Wealth Management5,433$514K0.1%N/A0.012%
5/14/2026 American Financial Advisors LLC249,707$23.62M3.2%-2.3%0.562%
5/14/2026Sei Investments Co.5,189$491K0.0%-6.5%0.012%
5/13/2026 Cetera Investment Advisers91,209$8.63M0.0%-1.2%0.205%
5/13/2026Prestige Wealth Management Group LLC36,331$3.44M0.7%+0.5%0.082%
5/8/2026 PNC Financial Services Group Inc.2,746$260K0.0%+4.4%0.006%
5/7/2026 Florida Financial Advisors LLC8,913$843K0.2%+45.7%0.020%
5/7/2026 Commonwealth Financial Services LLC7,702$728K0.1%-6.8%0.017%
5/7/2026 Balefire LLC2,310$218K0.0%+4.5%0.005%
5/7/2026 Valley Wealth Managers Inc.8,472$801K0.1%-4.5%0.019%
5/7/2026 Spartan Wealth Advisory Services LLC8,541$808K0.1%N/A0.019%
5/6/2026Aire Advisors LLC67,092$6.35M1.2%-0.2%0.151%
5/6/2026 Cornerstone Planning Group LLC775$80K0.0%+2,179.4%0.002%
5/6/2026 Modera Wealth Management LLC87,966$8.32M0.1%-5.8%0.198%
5/6/2026 Assetmark Inc.20,879$1.98M0.0%+2.4%0.047%
5/6/2026 One Day In July LLC201,263$19.04M1.5%+8.8%0.453%
5/6/2026 Independent Financial Group LLC7,444$704K0.0%N/A0.017%
5/5/2026 Quartz Partners LLC22,594$2.14M0.8%N/A0.051%
5/5/2026 Geneos Wealth Management Inc.116,557$11.02M0.3%+1.6%0.262%
5/5/2026Signet Financial Management LLC19,848$1.88M0.2%-2.8%0.045%
5/5/2026Sanctuary Advisors LLC18,192$1.72M0.0%-5.0%0.041%
5/5/2026 Nwam LLC89,267$8.44M0.5%-1.7%0.201%
5/5/2026 Fell Capital Management ADV25,881$2.45M2.3%+23.8%0.058%
5/5/2026 Avantax Planning Partners Inc.183,763$17.38M0.5%-2.5%0.413%
5/4/2026 Lutz Financial Services LLC138,450$13.10M0.9%-3.5%0.311%
5/4/2026 Chicago Partners Investment Group LLC39,634$4.05M0.1%+1.2%0.089%
5/2/2026 Associated Banc Corp2,857$270K0.0%-14.1%0.006%
5/2/2026 Diversify Wealth Management LLC28,026$2.86M0.1%-18.4%0.063%
5/2/2026 Valmark Advisers Inc.22,517$2.13M0.0%-3.1%0.051%
5/2/2026 UNIVEST FINANCIAL Corp27,486$2.60M0.1%-3.5%0.062%
5/1/2026 Capital Squared Financial LLC10,357$980K0.7%+17.2%0.023%
5/1/2026 Midwest Trust Co53,793$5.09M0.1%-0.6%0.121%
5/1/2026 Fifth Third Bancorp12,148$1.15M0.0%+270.5%0.027%
5/1/2026 Sovran Advisors LLC2,952$305K0.0%-12.2%0.007%
5/1/2026American Trust3,058$289K0.0%+13.1%0.007%
5/1/2026 Diversified Investment Strategies LLC7,972$754K0.5%-2.0%0.018%
4/30/2026 Accredited Investors Inc.6,699$634K0.0%-5.7%0.015%
4/30/2026 Kestra Advisory Services LLC34,035$3.22M0.0%-2.1%0.077%
4/29/2026 Richmond Investment Services LLC3,255$308K0.0%+9.2%0.007%
4/29/2026 Cvfg LLC8,936$845K0.1%N/A0.020%
4/29/2026 Burney Co.8,855$838K0.0%-20.6%0.020%
4/29/2026 Integrated Advisors Network LLC2,906$275K0.0%-18.1%0.007%
4/29/2026 Interactive Financial Advisors Inc.51,787$4.90M3.1%+1.0%0.117%
4/28/2026 Koshinski Asset Management Inc.2,217$210K0.0%N/A0.005%
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4/27/2026 Apeiron RIA LLC4,753$450K0.1%-5.4%0.011%
4/27/2026 BIP Wealth LLC115,051$10.88M0.4%-8.9%0.261%
4/27/2026 Lodestar Private Asset Management LLC10,875$1.03M0.1%-15.0%0.025%
4/27/2026 Carter Financial Group INC.8,938$845K0.5%-2.9%0.020%
4/27/2026 Marotta Asset Management35,663$3.38M0.6%-16.4%0.081%
4/27/2026 Private Advisor Group LLC159,120$15.05M0.1%+168.5%0.361%
4/27/2026 Elevation Point Wealth Partners LLC6,269$593K0.0%N/A0.014%
4/25/2026 Blue Capital Inc.23,394$2.21M1.4%N/A0.053%
4/25/2026 Livet Wealth LLC30,485$2.88M1.8%-1.0%0.069%
4/25/2026 Stevens Capital Partners101,150$9.57M2.3%+22.3%0.230%


SLYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 598 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 ($514.31M), Financial Engines Advisors L.L.C. ($105.57M), Bank of America Corp DE ($98.76M), Cannon Financial Strategists Inc. ($91.15M), Goelzer Investment Management Inc. ($79.98M), NorthRock Partners LLC ($69.87M), and Ameriprise Financial Inc. ($61.48M).Learn more on SPDR S&P 600 Small Cap Value ETF's institutional investors.

Of the 469 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 ($3.86M), Cannon Financial Strategists Inc. ($960.56K), HighTower Advisors LLC ($599.97K), Symphony Financial Ltd. Co. ($586.03K), NorthRock Partners LLC ($519.79K), Morningstar Investment Management LLC ($400.62K), and Dean Jacobson Financial Services LLC ($292.08K).

Institutional investors have bought a total of 3,993,319 shares in the last 24 months. This purchase volume represents approximately $366.02M in transactions.

Of the 256 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: Perritt Capital Management Inc ($9.89M), Bank of America Corp DE ($461.13K), HighTower Advisors LLC ($243.69K), Financial Engines Advisors L.L.C. ($214.40K), Benjamin Edwards Inc. ($184.15K), Osaic Holdings Inc. ($162.17K), and Morningstar Investment Management LLC ($144.82K).

Institutional investors have sold a total of 13,049,472 shares in the last 24 months. This volume of shares sold represents approximately $1.16B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SLYV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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