Who owns SLYV?
State Street SPDR S&P 600 Small Cap Value ETF · State Street
618 institutions reported holding SLYV, worth $3.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SLYV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $781.9M | 7,166,475 | +1,995,326 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $113.4M | 1,038,990 | −44,483 shares |
| Cannon Financial Strategists, Inc. | Athens, GA | $109.2M | 1,001,138 | −6,917 shares |
| Bank of America Corp. | Charlotte, NC | $104.8M | 960,074 | −84,115 shares |
| NorthRock Partners, LLC | Minneapolis, MN | $91.0M | 834,093 | +36,181 shares |
| Pacific Life Fund Advisors LLC | Newport Beach, CA | $61.7M | 565,677 | New position |
| Morgan Stanley | New York, NY | $60.7M | 556,313 | −131 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $59.6M | 545,069 | −51,117 shares |
| Convergence Financial, LLC | Columbia, MO | $41.6M | 381,642 | +180,516 shares |
| Goelzer Investment Management, Inc. | Carmel, IN | $40.9M | 374,631 | −416,501 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SLYV?
618 institutional managers reported holding SLYV in Form 13F filings for June 30, 2026, worth $3.3B in total. The largest reported position was held by LPL Financial LLC, at $781.9M.
Did institutions buy or sell SLYV last quarter?
Reported 13F value rose 26.3% from March 31, 2026, which includes price moves as well as buying and selling. 63 firms reported a new position and 28 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SLYV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.