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SLYV · State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF ETF

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$109.71 +0.64 (+0.59%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $7,808,237
Total Shares: 71,563

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
60.2%
Sep 2023 → Jun 2026 · range 5.4% – 60.2%
+41.8 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 22.4% – 100.0%
+67.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 34.2% – 100.0%
+58.2 pts
HHI
4,547
Sep 2023 → Jun 2026 · range 170 – 4,547
Highly concentrated+4,113

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
4
Decreased
1
Sold Out
594
Unchanged
0
Holder count: -594
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +1,111 43,054
Parkside Financial Bank & Trust +868 21,255
CITADEL ADVISORS LLC +200 3,400
TUCKER ASSET MANAGEMENT LLC +12 484

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TOBIAS FINANCIAL ADVISORS, INC. −6 3,370

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 5,171,149 $489,087,272
Financial Engines Advisors L.L.C. 1,083,473 $102,474,876
BANK OF AMERICA CORP /DE/ 1,044,189 $98,759,394
Cannon Financial Strategists, Inc. 1,008,055 $95,341,841
NorthRock Partners, LLC 797,912 $75,466,516
Filter: New 0 Increased 4 Reduced 1 Sold out 594 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SLYV $4,697,621 60.16% 43,054
Parkside Financial Bank & Trust SLYV $2,319,133 29.70% 21,255
CITADEL ADVISORS LLC SLYV $370,974 4.75% 3,400
TOBIAS FINANCIAL ADVISORS, INC. SLYV $367,700 4.71% 3,370
TUCKER ASSET MANAGEMENT LLC SLYV $52,809 0.68% 484