SLYV Institutional Ownership & Shareholders
SPDR S&P 600 SMALL CAP VALUE (SLYV) is currently held by 608 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.15B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SLYV tracked by InsiderSet, reporting ownership valued at approximately $781.93M in its June 30, 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 $759.29M, representing an estimated loss of -2.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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
608
Total Reported Value
$3.15B
Largest Holder
Lpl Financial Llc
Largest Position
$781.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.18% | 7,166,475 | $781,933,997 | $759,288,026 | -$22,645,971 | -2.90% | |
| Financial Engines Advisors L.L.C. | 0.20% | 1,038,990 | $113,364,177 | $110,080,991 | -$3,283,187 | -2.90% | |
| Bank Of America Corp | 0.01% | 960,074 | $104,753,655 | $101,719,840 | -$3,033,815 | -2.90% | |
| Cannon Financial Strategists, Inc. | 11.40% | 986,992 | $100,821,192 | $104,571,802 | +$3,750,610 | +3.72% | |
| Northrock Partners, Llc | 1.32% | 834,093 | $91,007,836 | $88,372,153 | -$2,635,683 | -2.90% | |
| Pacific Life Fund Advisors Llc | 6.79% | 565,677 | $61,721,017 | $59,933,478 | -$1,787,539 | -2.90% | |
| Morgan Stanley | 0.00% | 556,313 | $60,699,505 | $58,941,362 | -$1,758,143 | -2.90% | |
| Ameriprise Financial Inc | 0.01% | 545,069 | $59,604,835 | $57,750,061 | -$1,854,774 | -3.11% | |
| Wcg Wealth Advisors Llc | 0.95% | 367,902 | $40,141,626 | $38,979,217 | -$1,162,409 | -2.90% | |
| Equitable Holdings, Inc. | 0.21% | 318,546 | $34,756,547 | $33,749,949 | -$1,006,598 | -2.90% | |
| Creative Planning | 0.02% | 326,508 | $33,352,764 | $34,593,523 | +$1,240,759 | +3.72% | |
| Goelzer Investment Management, Inc. | 1.42% | 317,704 | $32,453,487 | $33,660,739 | +$1,207,252 | +3.72% | |
| Rodgers & Associates, Ltd | 3.05% | 316,635 | $32,344,247 | $33,547,478 | +$1,203,231 | +3.72% | |
| Fragasso Financial Advisors Inc | 1.59% | 305,992 | $31,517,188 | $32,419,852 | +$902,664 | +2.86% | |
| Cerity Partners Llc | 0.04% | 280,730 | $30,630,312 | $29,743,344 | -$886,969 | -2.90% | |
| Focus Partners Wealth | 0.03% | 279,896 | $30,539,526 | $29,654,981 | -$884,545 | -2.90% | |
| Dean, Jacobson Financial Services, Llc | 16.21% | 287,493 | $29,367,381 | $30,459,883 | +$1,092,502 | +3.72% | |
| Klingman & Associates, Llc | 1.18% | 278,792 | $28,478,586 | $29,538,012 | +$1,059,426 | +3.72% | |
| Brandywine Oak Private Wealth Llc | 2.14% | 277,278 | $28,324,037 | $29,377,604 | +$1,053,567 | +3.72% | |
| Waverly Advisors, Llc | 0.15% | 230,724 | $25,174,302 | $24,445,208 | -$729,094 | -2.90% | |
| Morningstar Investment Management Llc | 1.49% | 255,802 | $24,193,753 | $27,102,222 | +$2,908,469 | +12.02% | |
| Osaic Holdings, Inc. | 0.03% | 219,289 | $23,932,184 | $23,233,670 | -$698,514 | -2.92% | |
| One Day In July Llc | 1.60% | 227,601 | $23,249,418 | $24,114,326 | +$864,908 | +3.72% | |
| Wrenne Financial Planning Llc | 7.37% | 218,606 | $22,330,638 | $23,161,306 | +$830,668 | +3.72% | |
| First National Trust Co | 0.75% | 211,320 | $21,586,337 | $22,389,354 | +$803,017 | +3.72% | |
| Financial Strategies Group, Inc. | 3.29% | 188,300 | $20,630,116 | $19,950,385 | -$679,731 | -3.29% | |
| Openarc Corporate Advisory, Llc | 0.23% | 201,299 | $20,562,712 | $21,327,629 | +$764,917 | +3.72% | |
| Canandaigua National Corp | 1.82% | 215,562 | $20,387,854 | $22,838,794 | +$2,450,940 | +12.02% | |
| Fas Wealth Partners, Inc. | 1.05% | 184,101 | $20,087,214 | $19,505,501 | -$581,713 | -2.90% | |
| Wells Fargo & Company/Mn | 0.00% | 183,331 | $20,003,196 | $19,423,919 | -$579,277 | -2.90% | |
| Convergence Financial, Llc | 2.77% | 193,757 | $19,792,260 | $20,528,554 | +$736,294 | +3.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 189,936 | $19,412,671 | $20,123,719 | +$711,048 | +3.66% | |
| Avantax Planning Partners, Inc. | 0.48% | 176,693 | $19,279,013 | $18,720,623 | -$558,390 | -2.90% | |
| Ghp Investment Advisors, Inc. | 0.71% | 186,468 | $19,047,729 | $19,756,285 | +$708,556 | +3.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 182,052 | $18,596,589 | $19,288,409 | +$691,820 | +3.72% | |
| Key Financial Inc | 2.92% | 175,583 | $17,935,773 | $18,603,019 | +$667,246 | +3.72% | |
| American Financial Advisors, Llc | 2.12% | 161,395 | $17,609,807 | $17,099,800 | -$510,007 | -2.90% | |
| Envestnet Asset Management Inc | 0.00% | 154,964 | $16,900,583 | $16,418,436 | -$482,147 | -2.85% | |
| Jones Financial Companies Lllp | 0.01% | 150,501 | $16,427,151 | $15,945,581 | -$481,570 | -2.93% | |
| Geneos Wealth Management Inc. | 0.32% | 142,458 | $15,543,622 | $15,093,425 | -$450,197 | -2.90% | |
| Sage Financial Group Inc | 0.84% | 148,648 | $15,184,402 | $15,749,256 | +$564,854 | +3.72% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.05% | 138,743 | $15,138,249 | $14,699,821 | -$438,428 | -2.90% | |
| Lutz Financial Services Llc | 0.91% | 136,271 | $14,868,574 | $14,437,912 | -$430,662 | -2.90% | |
| Ubs Group Ag | 0.00% | 135,160 | $14,747,307 | $14,320,202 | -$427,105 | -2.90% | |
| Baird Financial Group, Inc. | 0.02% | 130,437 | $14,231,981 | $13,819,800 | -$412,181 | -2.90% | |
| Carsonallaria Wealth Management, Ltd. | 6.13% | 129,564 | $14,136,726 | $13,727,306 | -$409,420 | -2.90% | |
| Optimist Retirement Group Llc | 5.58% | 134,347 | $13,723,589 | $14,234,065 | +$510,476 | +3.72% | |
| Stevens Capital Partners | 2.33% | 131,057 | $13,387,512 | $13,885,489 | +$497,977 | +3.72% | |
| Rothschild Wealth Llc | 1.04% | 119,184 | $13,004,256 | $12,627,545 | -$376,711 | -2.90% | |
| Triangle Securities Wealth Management | 2.36% | 120,780 | $12,337,691 | $12,796,641 | +$458,950 | +3.72% |
Frequently asked questions about SLYV
Who are the largest institutional holders of SLYV?
The largest institutional holders of SLYV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Financial Engines Advisors L.L.C., Bank Of America Corp, Cannon Financial Strategists, Inc., and Northrock Partners, Llc. InsiderSet ranks institutional holders by their latest reported SLYV position.
What is SLYV institutional ownership?
This page tracks SLYV positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 600 SMALL CAP VALUE (SLYV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SLYV?
InsiderSet currently tracks 608 institutional managers reporting SLYV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SLYV shareholders.
How much SLYV stock do institutions own?
Institutional investment managers disclosed approximately $3.15B in SLYV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SLYV institutional ownership last updated?
The latest SLYV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SLYV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SLYV position after the reporting date.
Are institutions buying or selling SLYV?
Institutional buying and selling can be analyzed by comparing SLYV positions across consecutive 13F reporting periods. InsiderSet's SLYV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SLYV ownership changes.
How has SLYV institutional ownership changed over time?
InsiderSet tracks SLYV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.