SPDR S&P 600 SMALL CAP VALUE (SLYV) Institutional Ownership Changes & 13F Activity
SPDR S&P 600 SMALL CAP VALUE (SLYV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Bank Of America Corp, Ameriprise Financial Inc, Wcg Wealth Advisors Llc, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Marotta Asset Management | Sell | -2,607 | -8.7% | 27,243 | $2.78M | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Buy | +2 | +0.7% | 288 | $29.40K | Q3 2026 | Oct 02, 2026 |
| Marathon Mission, Inc. | Buy | +202 | +0.4% | 54,707 | $5.59M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -154,964 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -8,428 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -115 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -33,764 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -21,255 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -43,054 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -3,370 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Sell | -79,112 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -62,404 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Capasso Planning Partners Llc | Sell | -97,845 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -8,939 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -5,426 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -710 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -318,546 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Hamilton Capital, Llc | Sell | -49,600 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Payne Capital Management, Llc | Sell | -21,219 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -12,343 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -11,751 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Sell | -4,617 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -142 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -1,038,990 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -960,074 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -545,069 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -367,902 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -280,730 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -230,724 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -219,289 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about SLYV activity
Which institutional owners are buying SLYV?
Institutional owners buying SLYV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SLYV activity?
"Buy" means an investor increased their reported position in SLYV compared to the prior reporting period. This reflects growing exposure to SPDR S&P 600 SMALL CAP VALUE (SLYV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SLYV increasing?
Institutional interest in SLYV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.