SPDR S&P 600 SMALL CAP VALUE (SLYV) Institutional Shareholders
SPDR S&P 600 SMALL CAP VALUE (SLYV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.69B in SLYV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SLYV tracked by InsiderSet, reporting ownership valued at approximately $489.09M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $560.86M, representing an estimated gain of +14.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed SLYV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Bank Of America Corp, and several other long-term asset managers with concentrated positions in SPDR S&P 600 SMALL CAP VALUE (SLYV).
This page ranks the largest institutional SLYV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
596
Total Reported Value
$2.69B
Largest Holder
Lpl Financial Llc
Largest Position
$489.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.13% | 5,171,149 | $489,087,210 | $560,862,821 | +$71,775,611 | +14.68% | |
| Financial Engines Advisors L.L.C. | 0.21% | 1,083,473 | $102,474,849 | $117,513,482 | +$15,038,633 | +14.68% | |
| Bank Of America Corp | 0.01% | 1,044,189 | $98,759,441 | $113,252,739 | +$14,493,298 | +14.68% | |
| Cannon Financial Strategists, Inc. | 12.53% | 1,008,055 | $95,341,812 | $109,333,645 | +$13,991,833 | +14.68% | |
| Northrock Partners, Llc | 1.22% | 797,912 | $75,466,605 | $86,541,536 | +$11,074,931 | +14.68% | |
| Ameriprise Financial Inc | 0.01% | 596,186 | $56,489,835 | $64,662,334 | +$8,172,499 | +14.47% | |
| Morgan Stanley | 0.00% | 556,444 | $52,628,609 | $60,351,916 | +$7,723,307 | +14.68% | |
| Goelzer Investment Management, Inc. | 1.78% | 374,631 | $40,875,949 | $40,632,478 | -$243,471 | -0.60% | |
| Wcg Wealth Advisors Llc | 1.01% | 380,646 | $36,001,444 | $41,284,865 | +$5,283,421 | +14.68% | |
| Rodgers & Associates, Ltd | 3.20% | 322,641 | $35,203,348 | $34,993,643 | -$209,705 | -0.60% | |
| Creative Planning | 0.02% | 354,764 | $33,553,597 | $38,477,703 | +$4,924,106 | +14.68% | |
| Fragasso Financial Advisors Inc | 1.78% | 305,286 | $33,309,805 | $33,111,320 | -$198,485 | -0.60% | |
| Dean, Jacobson Financial Services, Llc | 17.32% | 288,425 | $31,470,068 | $31,282,576 | -$187,493 | -0.60% | |
| Klingman & Associates, Llc | 1.30% | 279,909 | $30,540,925 | $30,358,930 | -$181,995 | -0.60% | |
| Brandywine Oak Private Wealth Llc | 2.30% | 278,220 | $30,356,379 | $30,175,741 | -$180,638 | -0.60% | |
| Equitable Holdings, Inc. | 0.18% | 300,150 | $27,306,146 | $32,554,269 | +$5,248,123 | +19.22% | |
| Cerity Partners Llc | 0.04% | 286,054 | $27,054,982 | $31,025,417 | +$3,970,435 | +14.68% | |
| Wells Fargo & Company/Mn | 0.00% | 261,675 | $24,749,171 | $28,381,271 | +$3,632,100 | +14.68% | |
| Focus Partners Wealth | 0.03% | 257,619 | $24,365,672 | $27,941,357 | +$3,575,685 | +14.68% | |
| Morningstar Investment Management Llc | 1.49% | 255,802 | $24,193,753 | $27,744,285 | +$3,550,532 | +14.68% | |
| One Day In July Llc | 1.65% | 217,834 | $23,767,835 | $23,626,276 | -$141,559 | -0.60% | |
| Wrenne Financial Planning Llc | 7.81% | 211,985 | $23,129,633 | $22,991,893 | -$137,740 | -0.60% | |
| First National Trust Co | 0.78% | 210,616 | $22,980,311 | $22,843,411 | -$136,900 | -0.60% | |
| Waverly Advisors, Llc | 0.17% | 235,509 | $22,274,452 | $25,543,306 | +$3,268,854 | +14.68% | |
| Osaic Holdings, Inc. | 0.03% | 227,746 | $21,544,628 | $24,701,331 | +$3,156,703 | +14.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 197,628 | $21,055,842 | $21,434,733 | +$378,891 | +1.80% | |
| Openarc Corporate Advisory, Llc | 0.30% | 218,603 | $20,675,431 | $23,709,681 | +$3,034,250 | +14.68% | |
| Canandaigua National Corp | 1.82% | 215,562 | $20,387,854 | $23,379,855 | +$2,992,001 | +14.68% | |
| Ghp Investment Advisors, Inc. | 0.74% | 184,716 | $20,154,331 | $20,034,297 | -$120,034 | -0.60% | |
| Hightower Advisors, Llc | 0.02% | 212,970 | $20,142,706 | $23,098,726 | +$2,956,020 | +14.68% | |
| Fas Wealth Partners, Inc. | 1.05% | 184,101 | $20,087,214 | $19,967,594 | -$119,620 | -0.60% | |
| Key Financial Inc | 3.23% | 180,724 | $19,718,763 | $19,601,325 | -$117,438 | -0.60% | |
| Commonwealth Equity Services, Llc | 0.02% | 178,621 | $19,489,339 | $19,373,234 | -$116,105 | -0.60% | |
| Avantax Planning Partners, Inc. | 0.48% | 176,693 | $19,279,013 | $19,164,123 | -$114,890 | -0.60% | |
| Convergence Financial, Llc | 2.63% | 201,126 | $19,123,694 | $21,814,126 | +$2,690,432 | +14.07% | |
| Financial Strategies Group, Inc. | 3.18% | 184,749 | $19,036,528 | $20,037,877 | +$1,001,349 | +5.26% | |
| American Financial Advisors, Llc | 2.12% | 161,395 | $17,609,807 | $17,504,902 | -$104,905 | -0.60% | |
| Envestnet Asset Management Inc | 0.00% | 154,964 | $16,900,583 | $16,807,395 | -$93,188 | -0.55% | |
| Sage Financial Group Inc | 0.92% | 152,819 | $16,674,062 | $16,574,749 | -$99,313 | -0.60% | |
| Ubs Group Ag | 0.00% | 151,055 | $14,286,782 | $16,383,425 | +$2,096,643 | +14.68% | |
| Carsonallaria Wealth Management, Ltd. | 6.13% | 129,564 | $14,136,726 | $14,052,511 | -$84,215 | -0.60% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.05% | 147,316 | $13,933,147 | $15,977,893 | +$2,044,746 | +14.68% | |
| Triangle Securities Wealth Management | 2.69% | 124,315 | $13,563,982 | $13,483,205 | -$80,777 | -0.60% | |
| Bip Wealth, Llc | 0.38% | 121,966 | $13,307,659 | $13,228,432 | -$79,227 | -0.60% | |
| Lutz Financial Services Llc | 0.88% | 138,450 | $13,094,628 | $15,016,287 | +$1,921,659 | +14.68% | |
| Optimist Retirement Group Llc | 5.72% | 137,102 | $12,967,100 | $14,870,083 | +$1,902,983 | +14.68% | |
| Jones Financial Companies Lllp | 0.01% | 132,901 | $12,367,965 | $14,414,442 | +$2,046,477 | +16.55% | |
| Rothschild Wealth Llc | 1.10% | 128,808 | $12,182,630 | $13,970,516 | +$1,787,886 | +14.68% | |
| Balanced Wealth Group Llc | 4.30% | 127,046 | $12,016,050 | $13,779,409 | +$1,763,359 | +14.68% | |
| Baird Financial Group, Inc. | 0.02% | 125,097 | $11,831,674 | $13,568,021 | +$1,736,347 | +14.68% |
Frequently asked questions about SLYV
Who owns the most SLYV stock?
The largest holders of SLYV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P 600 SMALL CAP VALUE (SLYV).
Is SLYV widely held by superinvestors?
Many widely followed stocks like SLYV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SLYV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.