Who owns State Street SPDR S&P 600 Small Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SLYV from SEC Form 13F filings across 621 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 621 institutions disclosed 30.3M shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.30B — about 68% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
621
13F holders
$3.30B
value, 2026 filers
68%
of shares outstanding (30.3M sh)
68
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SLYV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.2M | $781.9M | 0.2% | 16.1% | +38.6% |
| 2 | Financial Engines Advisors L.L.C. | 1.0M | $113.4M | 0.2% | 2.3% | -4.1% |
| 3 | Cannon Financial Strategists, Inc. | 1.0M | $109.2M | 12.4% | 2.2% | -0.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 960,074 | $104.8M | 0.0% | 2.2% | -8.1% |
| 5 | NorthRock Partners, LLC | 834,093 | $91.0M | 1.3% | 1.9% | +4.5% |
| 6 | Pacific Life Fund Advisors LLCNEW | 565,677 | $61.7M | 6.8% | 1.3% | new |
| 7 | MORGAN STANLEY | 556,313 | $60.7M | 0.0% | 1.2% | 0.0% |
| 8 | AMERIPRISE FINANCIAL INC | 545,069 | $59.6M | 0.0% | 1.2% | -8.6% |
| 9 | Convergence Financial, LLC | 381,642 | $41.6M | 3.3% | 0.9% | +89.8% |
| 10 | Goelzer Investment Management, Inc. | 374,631 | $40.9M | 1.8% | 0.8% | -52.6% |
| 11 | WCG Wealth Advisors LLC | 367,902 | $40.1M | 1.0% | 0.8% | -3.3% |
| 12 | Creative Planning | 324,356 | $35.4M | 0.0% | 0.7% | -8.6% |
| 13 | Rodgers & Associates, LTD | 322,641 | $35.2M | 3.2% | 0.7% | -0.4% |
| 14 | Equitable Holdings, Inc. | 318,546 | $34.8M | 0.2% | 0.7% | +6.1% |
| 15 | Fragasso Financial Advisors Inc | 305,286 | $33.3M | 1.8% | 0.7% | -1.5% |
| 16 | Dean, Jacobson Financial Services, LLC | 288,425 | $31.5M | 17.3% | 0.6% | -0.8% |
| 17 | Cerity Partners LLC | 280,730 | $30.6M | 0.0% | 0.6% | -1.9% |
| 18 | Klingman & Associates, LLC | 279,909 | $30.5M | 1.3% | 0.6% | -0.4% |
| 19 | Focus Partners Wealth | 279,896 | $30.5M | 0.0% | 0.6% | +8.6% |
| 20 | BRANDYWINE OAK PRIVATE WEALTH LLC | 278,220 | $30.4M | 2.3% | 0.6% | -2.3% |
| 21 | Morningstar Investment Management LLC | 255,802 | $24.2M | 1.5% | 0.6% | 0.0% |
| 22 | Evensky & Katz LLC | 254,349 | $27.8M | 1.4% | 0.6% | -4.6% |
| 23 | Waverly Advisors, LLC | 230,724 | $25.2M | 0.1% | 0.5% | -2.0% |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CONEW | 219,319 | $23.9M | 2.0% | 0.5% | new |
| 25 | OSAIC HOLDINGS, INC. | 219,289 | $23.9M | 0.0% | 0.5% | -3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.