SPDR S&P 600 Small Cap Value ETF

SLYV • ARCA

SPDR S&P 600 Small Cap Value ETF is an exchange-traded fund on ARCA. As of Q3 2025, 547 institutional investors hold shares in this ETF, with total holdings valued at $2.7B. LPL Financial LLC is the largest holder with a position valued at $488.7M.

Overview

Overview of institutional ownership in SLYV as of Q3 2025

All Institutions

Institutions: 547
Value Held: $2.7B
Shares Held: 30.4M
Avg Position: $4.9M
Median Position: $601.8K

Hedge Funds

Hedge Funds: 9
Value Held: $15.1M
Shares Held: 170.3K
Avg Position: $1.7M
Median Position: $764.8K

Biggest Investors

Institutions with the largest positions in SLYV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$488.7M 0.14% of portfolio	5.5M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$201.5M 0.02% of portfolio	2.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
F Financial Engines Advisors L.L.C. Institution	-	$105.9M 0.20% of portfolio	1.2M shares	Q1 2017 Held for 8y 8m	$52.4B
Cannon Financial Strategists, Inc. RIA/Wealth	Clinton Croxall Cannon President	$88.1M 12.61% of portfolio	994.1K shares	Q1 2019 Held for 6y 8m	$698.8M
Goelzer Investment Management, Inc. RIA/Wealth	Gregory William Goelzer CEO	$77.9M 4.22% of portfolio	878.6K shares	Q2 2020 Held for 5y 5m	$1.8B
NorthRock Partners, LLC RIA/Wealth	Robert Dean Nelson CEO	$69.9M 1.38% of portfolio	788.2K shares	Q2 2019 Held for 6y 5m	$5.1B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$61.5M 0.01% of portfolio	693.2K shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$52.3M 0.06% of portfolio	590.4K shares	≤ Q2 2013 Held for 12y 5m+	$87.7B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$42.3M 0.03% of portfolio	476.6K shares	≤ Q2 2013 Held for 12y 5m+	$130.86B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$40.2M 0.00% of portfolio	453.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for SLYV in Q3 2025

Traded: +$40.4M
Buyers: 224
Sellers: 264
Total Bought: +$172.3M
Total Sold: −$131.9M
Avg Position: $4.6M

Biggest Buyers

Institution	Net Bought	Current Position
Morningstar Investment Management LLC Long Only Manager	+$35.5M +400.6K shares	$35.5M 400.6K shares
Dean, Jacobson Financial Services, LLC RIA/Wealth	+$24.5M +276.8K shares	$24.5M 276.8K shares
L LPL Financial LLC Institution	+$17.7M +200.2K shares	$488.7M 5.5M shares
A Advisor Group Holdings, Inc. Institution	+$11.1M +126.5K shares	$32.5M 370.2K shares
BANK OF AMERICA CORP /DE/ Institution	+$8.7M +97.9K shares	$201.5M 2.3M shares
Creative Planning RIA/Wealth	+$8.5M +96.0K shares	$42.3M 476.6K shares
Cannon Financial Strategists, Inc. RIA/Wealth	+$3.7M +41.4K shares	$88.1M 994.1K shares
Balance Wealth, LLC RIA/Wealth	+$3.4M +38.6K shares	$3.4M 38.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$3.4M +38.2K shares	$11.2M 126.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.3M +37.5K shares	$7.1M 80.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
HighTower Advisors, LLC RIA/Wealth	−$17.4M −195.8K shares	$52.3M 590.4K shares
F Financial Engines Advisors L.L.C. Institution	−$16.0M −180.3K shares	$105.9M 1.2M shares
Redwood Investment Management, LLC Long Only Manager	−$10.3M −116.0K shares	$1.2M 13.1K shares
S SPX Equities Gestao de Recursos Ltda Institution	−$8.3M −104.1K shares	Sold Off 0 shares
Buckingham Strategic Partners RIA/Wealth	−$6.1M −68.3K shares	$3.0M 33.5K shares
ERTS Wealth Advisors, LLC RIA/Wealth	−$5.4M −60.8K shares	$6.5M 73.4K shares
Financial Advocates Investment Management RIA/Wealth	−$4.5M −56.4K shares	Sold Off 0 shares
PINNACLE FINANCIAL PARTNERS INC Institution	−$4.0M −45.1K shares	$549.1K 6.2K shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$3.9M −48.7K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$3.9M −43.6K shares	$19.6M 221.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SLYV in Q3 2025

New Positions: 21
New Value: $44.6M
Exited Positions: 41
Exited Value: $26.9M

New Positions

Institution	Position Value
Morningstar Investment Management LLC Long Only Manager	$35.5M 400.6K shares
Balance Wealth, LLC RIA/Wealth	$3.4M 38.6K shares
Kassira Wealth Management LLC RIA/Wealth	$1.9M 21.5K shares
QRG CAPITAL MANAGEMENT, INC. Long Only Manager	$728.6K 8.2K shares
R Root Financial Partners, LLC RIA/Wealth	$646.9K 7.3K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$465.1K 5.2K shares
Intrua Financial, LLC RIA/Wealth	$404.3K 4.6K shares
Tranquility Partners, LLC RIA/Wealth	$391.4K 4.4K shares
E Equity Wealth Partners, LLC RIA/Wealth	$308.9K 3.5K shares
Foundations Investment Advisors, LLC RIA/Wealth	$285.2K 3.2K shares

Exited Positions

Institution	Previous Position
S SPX Equities Gestao de Recursos Ltda Institution	$8.3M 104.1K shares
Financial Advocates Investment Management RIA/Wealth	$4.5M 56.4K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$3.9M 48.7K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$2.7M 33.7K shares
Arete Wealth Advisors, LLC RIA/Wealth	$1.7M 21.6K shares
P PRUDENTIAL PLC Institution	$904.2K 11.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	$826.6K 10.4K shares
LLBH Private Wealth Management, LLC RIA/Wealth	$596.8K 7.5K shares
Change Path, LLC RIA/Wealth	$571.5K 7.2K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$357.2K 4.5K shares

Options Activity

Institutions with the largest Call and Put options positions in SLYV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SLYV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Dean, Jacobson Financial Services, LLC RIA/Wealth	Timothy Clark Lowry President	17.83% $24.5M	276.8K shares	Q3 2025 Held for 2 months	$137.6M
Cannon Financial Strategists, Inc. RIA/Wealth	Clinton Croxall Cannon President	12.61% $88.1M	994.1K shares	Q1 2019 Held for 6y 8m	$698.8M
Wrenne Financial Planning LLC RIA/Wealth	Daniel Bryan Wrenne CEO	7.31% $16.6M	187.5K shares	Q4 2023 Held for 1y 11m	$227.2M
Optimist Retirement Group LLC RIA/Wealth	Graham Patrick Williams Managing Partner	5.66% $12.5M	141.3K shares	Q4 2023 Held for 1y 11m	$221.3M
CarsonAllaria Wealth Management, Ltd. RIA/Wealth	Connie Nmn Mack CCO	5.40% $10.4M	117.1K shares	Q4 2021 Held for 3y 11m	$192.3M
PERRITT CAPITAL MANAGEMENT INC Long Only Manager	Mark J Buh President	5.31% $11.2M	126.5K shares	Q1 2020 Held for 5y 8m	$211.0M
PURE PORTFOLIOS HOLDINGS LLC RIA/Wealth	William Allen Weber Managing Partner	5.10% $16.3M	184.0K shares	Q3 2024 Held for 1y 2m	$319.8M
BALANCED WEALTH GROUP LLC RIA/Wealth	Matthew Christopher Daugherty CEO	4.55% $10.4M	126.6K shares	Q4 2023 Held for 1y 11m	$227.7M
Capasso Planning Partners LLC RIA/Wealth	Charles Dustin Capasso Managing Partner	4.53% $7.2M	81.2K shares	Q4 2021 Held for 3y 11m	$159.0M
Goelzer Investment Management, Inc. RIA/Wealth	Gregory William Goelzer CEO	4.22% $77.9M	878.6K shares	Q2 2020 Held for 5y 5m	$1.8B

Hedge Fund Spotlight

Discover hedge funds investing in SLYV

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in SPDR S&P 600 Small Cap Value ETF

Market Value: $375.5K
Shares Held: 4.2K
Portfolio Weight: 0.01%
Owned Since: 2018-Q4

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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