SS SPDR S&P 600 SC VAL ETF SLYV
$108.06
-0.7% 52w: $76.06 – $109.15
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data76.0692.60109.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
596
+11 QoQ
13F value
$2.68B
-1.9% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$303K calls / — puts
Institutional value by quarter
Number of holders
Who owns SLYV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 5.2M | $489.1M | 0.1% | -8.5% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.1M | $102.5M | 0.2% | -6.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $98.8M | 0.0% | -23.8% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 1.0M | $95.3M | 12.5% | +0.6% |
| NorthRock Partners, LLC | Wealth advisor | 797.9K | $75.5M | 1.2% | +2.1% |
| Goelzer Investment Management, Inc. | Other | 791.1K | $74.8M | 3.6% | -10.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 596.2K | $56.5M | 0.0% | -16.5% |
| MORGAN STANLEY | Bank broker | 556.4K | $52.6M | 0.0% | +11.6% |
| WCG Wealth Advisors LLC | Wealth advisor | 380.6K | $36.0M | 1.0% | +2.8% |
| Creative Planning | Wealth advisor | 354.8K | $33.6M | 0.0% | -22.6% |
| Rodgers & Associates, LTD | Wealth advisor | 323.9K | $30.6M | 3.1% | -3.0% |
| Fragasso Financial Advisors Inc | Wealth advisor | 310.1K | $29.6M | 1.8% | -2.4% |
| Dean, Jacobson Financial Services, LLC | Wealth advisor | 290.7K | $27.5M | 16.9% | +2.0% |
| Equitable Holdings, Inc. | Wealth advisor | 300.1K | $27.3M | 0.2% | -5.4% |
| Cerity Partners LLC | Diversified mechanical | 286.1K | $27.1M | 0.0% | -1.2% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | Wealth advisor | 284.8K | $26.9M | 2.3% | -1.1% |
| Klingman & Associates, LLC | Wealth advisor | 281.0K | $26.6M | 1.3% | -0.3% |
| Evensky & Katz LLC | Wealth advisor | 266.7K | $25.2M | 1.4% | -4.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 261.7K | $24.7M | 0.0% | +3.4% |
| Focus Partners Wealth | Wealth advisor | 257.6K | $24.4M | 0.0% | -4.1% |
| Morningstar Investment Management LLC | Other | 255.8K | $24.2M | 1.5% | -33.8% |
| American Financial Advisors, LLC | Wealth advisor | 249.7K | $23.6M | 3.2% | -2.3% |
| Waverly Advisors, LLC | Wealth advisor | 235.5K | $22.3M | 0.2% | +418.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 230.9K | $21.8M | 0.0% | +6.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 227.7K | $21.5M | 0.0% | +9.5% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 218.6K | $20.7M | 0.3% | -15.0% |
| CANANDAIGUA NATIONAL CORP | Other | 215.6K | $20.4M | 1.8% | — |
| HighTower Advisors, LLC | Diversified mechanical | 213.0K | $20.1M | 0.0% | -60.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 211.8K | $20.1M | 0.0% | -47.3% |
| First National Trust Co | Other | 209.2K | $19.8M | 0.7% | +0.7% |
| Wrenne Financial Planning LLC | Wealth advisor | 203.0K | $19.2M | 7.5% | +3.4% |
| Convergence Financial, LLC | Wealth advisor | 201.1K | $19.1M | 2.0% | -4.7% |
| Financial Strategies Group, Inc. | Wealth advisor | 184.7K | $19.0M | 3.2% | +5.6% |
| One Day In July LLC | Wealth advisor | 201.3K | $19.0M | 1.5% | +8.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 192.0K | $18.2M | 0.0% | +2.8% |
| Avantax Planning Partners, Inc. | Wealth advisor | 183.8K | $17.4M | 0.5% | -2.5% |
| Key Financial Inc | Wealth advisor | 183.0K | $17.3M | 3.1% | +0.8% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 181.8K | $17.2M | 0.7% | +1.0% |
| FAS Wealth Partners, Inc. | Wealth advisor | 177.0K | $16.7M | 1.0% | +1.4% |
| Private Advisor Group, LLC | Wealth advisor | 159.1K | $15.0M | 0.1% | +168.5% |
| SAGE FINANCIAL GROUP INC | Wealth advisor | 159.1K | $15.0M | 1.0% | -0.6% |
| UBS Group AG | Bank broker | 151.1K | $14.3M | 0.0% | +0.2% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 147.3K | $13.9M | 0.1% | — |
| Lutz Financial Services LLC | Wealth advisor | 138.4K | $13.1M | 0.9% | -3.5% |
| Optimist Retirement Group LLC | Other | 137.1K | $13.0M | 5.7% | -3.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 132.9K | $12.4M | 0.0% | +20.7% |
| Rothschild Wealth LLC | Wealth advisor | 128.8K | $12.2M | 1.1% | +1.5% |
| BALANCED WEALTH GROUP LLC | Wealth advisor | 127.0K | $12.0M | 4.3% | -2.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 125.1K | $11.8M | 0.0% | +4.7% |
| CarsonAllaria Wealth Management, Ltd. | Wealth advisor | 124.4K | $11.8M | 5.8% | +1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.