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

SPDR S&P 600 Small Cap Value ETF logo
$103.43 +0.39 (+0.38%)
Closing price 04:10 PM Eastern
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$103.43 0.00 (0.00%)
As of 07:30 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)
286
Total
Institutional Inflows
(last 12 months)
$478.96M
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
10/13/2026Forvis Mazars Wealth Advisors LLC2,438$249K0.0%N/A0.005%
10/13/2026Sax Wealth Advisors LLC2,182$223K0.0%N/A0.005%
10/13/2026Fragasso Financial Advisors Inc305,992$31.52M1.6%N/A0.667%
10/13/2026NorthCrest Asset Manangement LLC2,029$210K0.0%N/A0.004%
10/13/2026Avior Wealth Management LLC64,489$6.58M0.2%N/A0.141%
10/10/2026Councilor Wealth LLC38,054$3.89M1.6%N/A0.083%
10/10/2026Montz Harcus Wealth Management LLC7,152$731K0.3%N/A0.016%
10/10/2026Taylor & Morgan Wealth Management LLC7,232$739K0.4%N/A0.016%
10/10/2026Marquette Asset Management LLC4,148$424K0.1%N/A0.009%
10/10/2026Friday Financial29,238$3.01M0.6%N/A0.064%
10/10/2026Valley Wealth Managers Inc.7,668$783K0.0%N/A0.017%
10/10/2026Atlas Brown Inc.7,547$771K0.2%N/A0.016%
10/9/2026CogentBlue Wealth Advisors LLC6,386$652K0.6%N/A0.014%
10/9/2026Fell Capital Management ADV26,212$2.68M2.3%N/A0.057%
10/9/2026Balefire LLC2,535$259K0.0%N/A0.006%
10/9/2026Bill Few Associates Inc.21,119$2.16M0.4%N/A0.046%
10/9/2026Intelligence Driven Advisers LLC3,659$374K0.1%N/A0.008%
10/9/2026Hardin Capital Partners LLC12,068$1.23M0.5%N/A0.026%
10/9/2026Inspirion Wealth Advisors LLC17,073$1.74M0.2%N/A0.037%
10/9/2026Eclectic Associates Inc. ADV21,190$2.17M0.2%N/A0.046%
10/9/2026Market Street Wealth Management Advisors LLC4,208$430K0.1%N/A0.009%
10/9/2026Pacifica Partners Inc.3,134$323K0.1%N/A0.007%
10/8/2026Financial Enhancement Group LLC4,146$427K0.0%N/A0.009%
10/8/2026Hamilton Capital LLC52,744$5.39M0.3%N/A0.115%
10/8/2026Farther Finance Advisors LLC100,342$10.25M0.1%N/A0.219%
10/8/2026CoreCap Advisors LLC16,518$1.69M0.0%N/A0.036%
10/8/2026Apeiron RIA LLC4,725$487K0.1%N/A0.010%
10/8/2026Everhart Financial Group Inc.8,666$885K0.1%N/A0.019%
10/8/2026Valeo Financial Advisors LLC3,411$350K0.0%N/A0.007%
10/7/2026Canandaigua National Trust Co of Florida26,369$2.69M1.5%N/A0.058%
10/7/2026Canandaigua National Bank & Trust Co.217,243$22.19M2.0%N/A0.474%
10/7/2026Waller Financial Planning Group Inc.24,981$2.55M0.5%N/A0.054%
10/5/2026Eastern Bank2,847$291K0.0%N/A0.006%
10/5/2026Collective Family Office LLC27,553$2.82M0.6%N/A0.060%
10/2/2026 Marotta Asset Management27,243$2.78M0.5%N/A0.059%
10/2/2026 Versant Capital Management Inc288$29K0.0%N/A0.001%
10/1/2026 Marathon Mission Inc.54,707$5.59M2.8%N/A0.119%
9/23/2026QRG Capital Management Inc.8,428$920K0.0%+2.5%0.018%
9/23/2026Envestnet Asset Management Inc.154,964$16.90M0.0%-32.9%0.336%
9/9/2026Tortoise Investment Management LLC32,052$3.50M0.3%-0.6%0.071%
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9/9/2026Sequoia Financial Advisors LLC5,175$565K0.0%-7.7%0.011%
9/9/2026MCF Advisors LLC18,333$2M0.1%+2,871.3%0.040%
9/9/2026NorthRock Partners LLC834,093$91.01M1.3%+4.5%1.839%
9/9/2026Integrated Wealth Concepts LLC33,764$3.68M0.0%+20.7%0.074%
9/9/2026RFG Advisory LLC4,514$493K0.0%+17.4%0.010%
9/9/2026NewEdge Advisors LLC12,475$1.36M0.0%+12.8%0.028%
9/9/2026IFP Advisors Inc619$68K0.0%-76.4%0.001%
9/9/2026Baird Financial Group Inc.130,437$14.23M0.0%+4.3%0.288%
9/8/2026Allworth Financial LP6,708$732K0.0%+18.8%0.015%
9/8/2026Waverly Advisors LLC230,724$25.17M0.1%-2.0%0.509%
9/8/2026Paragon Capital Management Ltd34,896$3.81M0.7%-3.2%0.077%
9/4/2026Parkside Financial Bank & Trust21,255$2.32M0.2%+4.3%0.047%
8/27/2026Corient Private Wealth LP43,054$4.70M0.0%+2.6%0.095%
8/23/2026Ameritas Advisory Services LLC6,804$742K0.0%+23.5%0.015%
8/23/2026Anson Capital Inc.4,633$506K0.3%-5.8%0.010%
8/23/2026HB Wealth Management LLC3,977$434K0.0%N/A0.009%
8/23/2026Highland Financial Advisors LLC12,179$1.33M0.3%+6.9%0.027%
8/13/2026Pinnacle Holdings LLC7,414$809K0.2%N/A0.016%
7/10/2026Accel Wealth Management1,857$203K0.0%N/A0.004%
7/10/2026Taylor & Morgan Wealth Management LLC7,232$789K0.4%-3.0%0.016%
7/10/2026KWB Wealth71,378$7.79M0.7%+616.7%0.158%
7/10/2026Highland Financial Advisors LLC12,179$1.33M0.3%+6.9%0.027%
7/9/2026Friday Financial6,977$748K0.2%+25.6%0.015%
7/9/2026Atlas Brown Inc.7,727$843K0.2%-2.1%0.017%
7/9/2026Focus Financial Network Inc.21,422$2.34M0.1%-2.3%0.048%
7/9/2026Everhart Financial Group Inc.8,795$960K0.1%-55.5%0.020%
7/9/2026Sax Wealth Advisors LLC2,182$238K0.0%N/A0.005%
7/9/2026Valeo Financial Advisors LLC3,411$371K0.0%-13.4%0.008%
7/7/2026Bill Few Associates Inc.21,175$2.31M0.5%+1.8%0.047%
7/7/2026Balefire LLC2,424$264K0.0%+4.9%0.005%
7/7/2026Dynamic Advisor Solutions LLC3,188$348K0.0%+6.9%0.007%
7/7/2026Inspirion Wealth Advisors LLC17,117$1.86M0.2%-5.3%0.038%
7/7/2026Avior Wealth Management LLC99,126$10.81M0.3%+43.2%0.221%
7/7/2026Canandaigua National Bank & Trust Co.219,319$23.93M2.0%N/A0.489%
7/7/2026Waller Financial Planning Group Inc.25,140$2.74M0.6%-4.1%0.056%
7/7/2026CGN Advisors LLC4,592$501K0.0%-16.0%0.010%
7/7/2026CoreCap Advisors LLC16,823$1.84M0.1%-1.0%0.038%
7/7/2026Howard Financial Services LTD.3,408$372K0.0%-24.0%0.008%
7/6/2026Trilogy 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%
6/10/2026FAS Wealth Partners Inc.177,007$16.74M1.0%+1.4%0.398%
6/3/2026NewEdge Advisors LLC11,055$1.05M0.0%-17.8%0.025%
5/29/2026Asset Dedication LLC111,199$10.52M0.7%-0.4%0.250%
5/27/2026Capasso Planning Partners LLC99,183$9.38M5.1%+8.1%0.223%
5/26/2026Glenmede Trust Co. NA316$30K0.0%N/A0.001%
5/22/2026Segall Bryant & Hamill LLC5,897$557K0.0%N/A0.013%
5/19/2026NewEdge 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%
5/19/2026Ashton Thomas Securities LLC793$75K0.0%N/A0.002%
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5/19/2026Arkadios Wealth Advisors10,580$1.00M0.0%N/A0.024%
5/19/2026IFS Group LLC4,171$394K0.4%N/A0.009%
5/18/2026Royal Bank of Canada64,788$6.13M0.0%+2.2%0.146%
5/18/2026Richwood 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%
5/15/2026Gateway Wealth Partners LLC2,170$205K0.0%N/A0.005%
5/15/2026Everest Financial Group LLC2,286$216K0.0%N/A0.005%
5/15/2026Waverly Advisors LLC235,509$22.27M0.2%+418.4%0.530%
5/14/2026Morningstar Investment Management LLC255,802$24.19M1.5%-33.8%0.575%


SLYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 599 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), NorthRock Partners LLC ($91.01M), Goelzer Investment Management Inc. ($79.98M), and Ameriprise Financial Inc. ($61.48M).Learn more on SPDR S&P 600 Small Cap Value ETF's institutional investors.

Of the 478 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), HighTower Advisors LLC ($599.97K), Symphony Financial Ltd. Co. ($586.03K), Fragasso Financial Advisors Inc ($568.04K), NorthRock Partners LLC ($555.97K), Canandaigua National Bank & Trust Co. ($451.54K), and Morningstar Investment Management LLC ($400.62K).

Institutional investors have bought a total of 5,051,885 shares in the last 24 months. This purchase volume represents approximately $478.71M in transactions.

Of the 250 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 ($325.42K), HighTower Advisors LLC ($243.69K), Financial Engines Advisors L.L.C. ($214.40K), Osaic Holdings Inc. ($162.17K), Morningstar Investment Management LLC ($144.82K), and Graney & King LLC ($138.49K).

Institutional investors have sold a total of 12,554,227 shares in the last 24 months. This volume of shares sold represents approximately $1.12B 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 10/13/2026. New 13F filings are added each quarter as they're published.
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