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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Capasso Planning Partners Llc, Bank Of America Corp, Susquehanna International Group, Llp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Sage Financial Group IncSell-6,245-3.9%152,819$16.67MQ2 2026Oct 27, 2026
Gibbs Wealth ManagementBuy+442+8.1%5,875$641.07KQ2 2026Oct 21, 2026
Howard Financial Services, Ltd.Sell-1,092-24.3%3,394$370.32KQ2 2026Oct 14, 2026
Envestnet Asset Management IncSell-75,896-32.9%154,964$16.90MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+203+2.5%8,428$919.58KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+5,797+20.7%33,764$3.68MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+868+4.3%21,255$2.32MQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+1,111+2.6%43,054$4.70MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Sell-6-0.2%3,370$367.66KQ2 2026Aug 25, 2026
Mercer Global Advisors IncBuy+14,310+22.1%79,112$8.63MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-6,526-9.5%62,404$6.81MQ2 2026Aug 19, 2026
Capasso Planning Partners LlcBuy+97,845—97,845$10.68MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+193+2.2%8,939$975.34KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+18,396+6.1%318,546$34.76MQ2 2026Aug 17, 2026
Hamilton Capital, LlcBuy+3,085+6.6%49,600$5.41MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+2,118+20.7%12,343$1.35MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+1,246+37.0%4,617$503.76KQ2 2026Aug 17, 2026
Payne Capital Management, LlcSell-118-0.6%21,219$2.32MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-76-0.6%11,751$1.28MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+545,069—545,069$59.60MQ2 2026Aug 14, 2026
Bank Of America CorpSell-84,115-8.1%960,074$104.75MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+82,075+2476.6%85,389$9.32MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-78,344-29.9%183,331$20.00MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-44,483-4.1%1,038,990$113.36MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+40,806—40,806$4.45MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+25,481—25,481$2.78MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+20,900—20,900$2.28MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+17,600+13.2%150,501$16.43MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-12,744-3.3%367,902$40.14MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+11,189+56.2%31,110$3.39MQ2 2026Aug 14, 2026
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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.