SS SPDR S&P 600 SC Val ETFSLYVETF
13F holders, Q4 2025 (December 31)585holders +24
38new positions
38sold out
3famous investors
$91.08avg. 13F price*
At the end of Q4 2025, 585 institutions reported holding SS SPDR S&P 600 SC Val ETF (SLYV) in their 13F filings, up 24 from Q3 2025. 38 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($514.3M), Bank of America Corp. ($124.6M) and Financial Engines Advisors L.L.C. ($105.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR S&P 600 SC Val ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $20.1M |
| Exits | 38 | $25.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,159,853 shares bought and 2,344,526 shares sold, net −1,184,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 585 holders
| LPL Financial LLC | 0.14% | Add +2.6% | 5,653,562 | $514.3M |
| Bank of America Corp. | 0.01% | Reduce -39.7% | 1,369,604 | $124.6M |
| Financial Engines Advisors L.L.C. | 0.20% | Reduce -2.9% | 1,160,530 | $105.6M |
| Cannon Financial Strategists, Inc. | 12.67% | Add +0.8% | 1,001,946 | $91.1M |
| Goelzer Investment Management, Inc. | 3.71% | Add +0.1% | 879,145 | $80.0M |
| NorthRock Partners, LLC | 1.20% | Reduce -0.8% | 781,673 | $71.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 713,578 | $64.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -8.1% | 542,526 | $49.4M |
| Morgan Stanley | 0.00% | Add +9.9% | 498,532 | $45.4M |
| Creative Planning | 0.03% | Reduce -3.9% | 458,179 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -5.2% | 401,850 | $38.0M |
| Morningstar Investment Management LLC | 2.08% | Reduce -3.5% | 386,421 | $35.2M |
| WCG Wealth Advisors LLC | 0.94% | Add +180.6% | 370,199 | $33.7M |
| Rodgers & Associates, LTD | 3.08% | Reduce -0.0% | 333,839 | $30.4M |
| Fragasso Financial Advisors Inc | 1.75% | Add +1.4% | 317,717 | $28.9M |
| Equitable Holdings, Inc. | 0.20% | Reduce -2.3% | 317,208 | $28.9M |
| Cerity Partners LLC | 0.04% | Reduce -2.3% | 289,674 | $26.4M |
| Brandywine Oak Private Wealth LLC | 2.20% | Add +0.5% | 287,856 | $26.2M |
| Dean, Jacobson Financial Services, LLC | 16.45% | Add +3.0% | 285,071 | $25.9M |
| Klingman & Associates, LLC | 1.24% | Reduce -0.2% | 281,798 | $25.6M |
| Evensky & Katz LLC | 1.43% | Reduce -0.2% | 278,480 | $25.3M |
| Focus Partners Wealth | 0.03% | Reduce -1.8% | 268,749 | $24.4M |
| OpenArc Corporate Advisory, LLC | 0.39% | — | 257,329 | $23.4M |
| American Financial Advisors, LLC | 3.00% | Reduce -4.3% | 255,638 | $23.3M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 253,181 | $23.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 216,327 | $19.7M |
| Convergence Financial, LLC | 2.80% | Reduce -0.2% | 211,141 | $19.2M |
| Canandaigua National Bank & Trust Co. | 1.71% | Add +1.5% | 209,249 | $19.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -43.8% | 208,049 | $18.9M |
| First National Trust Co | 0.63% | Add +1.1% | 207,745 | $18.9M |
| Wrenne Financial Planning LLC | 7.27% | Add +4.7% | 196,346 | $17.9M |
| Pure Portfolios Holdings LLC | 5.19% | Add +2.9% | 189,409 | $17.2M |
| Avantax Planning Partners, Inc. | 0.48% | Reduce -4.2% | 188,433 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.2% | 186,690 | $17.0M |
| One Day In July LLC | 1.38% | Add +10.8% | 184,922 | $16.8M |
| Financial Strategies Group, Inc. | 3.00% | Add +2.0% | 174,945 | $16.6M |
| Key Financial Inc | 3.02% | Reduce -3.3% | 181,670 | $16.5M |
| GHP Investment Advisors, Inc. | 0.67% | Add +0.7% | 180,076 | $16.4M |
| FAS Wealth Partners, Inc. | 1.03% | Add +3.3% | 174,641 | $15.9M |
| Tiaa Trust, National Association | 0.04% | Reduce -7.6% | 160,478 | $14.6M |
| Sage Financial Group Inc. | 0.96% | Add +1.0% | 160,090 | $14.6M |
| UBS Group AG | 0.00% | Reduce -12.6% | 150,823 | $13.7M |
| Lutz Financial Services LLC | 0.89% | Reduce -0.7% | 143,431 | $13.0M |
| Optimist Retirement Group LLC | 5.90% | Add +0.1% | 141,457 | $12.9M |
| Balanced Wealth Group LLC | 4.25% | Add +2.9% | 130,283 | $11.6M |
| Rothschild Wealth LLC | 1.11% | New | 126,913 | $11.5M |
| BIP Wealth, LLC | 0.41% | Reduce -4.0% | 126,344 | $11.5M |
| Triangle Securities Wealth Management | 2.39% | Add +1.2% | 124,815 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.8% | 122,452 | $11.1M |
| CarsonAllaria Wealth Management, Ltd. | 5.52% | Add +4.5% | 122,319 | $11.1M |
| Baird Financial Group, Inc. | 0.02% | Add +4.1% | 119,509 | $10.9M |
| Geneos Wealth Management Inc. | 0.26% | Add +4.8% | 114,708 | $10.4M |
| Cwm, LLC | 0.03% | Reduce -12.6% | 112,085 | $10.2M |
| Asset Dedication, LLC | 0.67% | Reduce -4.3% | 111,605 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +26.8% | 110,146 | $10.0M |
| N.E.W. Advisory Services LLC | 0.72% | Add +93.5% | 106,587 | $9.7M |
| LPWM LLC | 2.32% | Add +2.8% | 100,943 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +194.3% | 98,476 | $9.0M |
| Mariner, LLC | 0.01% | Reduce -1.4% | 96,723 | $8.8M |
| Rockbridge Investment Management, LCC | 0.82% | Reduce -3.9% | 96,693 | $8.8M |
| Modera Wealth Management, LLC | 0.10% | Reduce -0.6% | 93,384 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 92,296 | $8.4M |
| Nwam LLC | 0.47% | Reduce -0.9% | 90,799 | $8.4M |
| Capasso Planning Partners LLC | 4.59% | Add +12.9% | 91,720 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.8% | 91,431 | $8.3M |
| Diversified Enterprises, LLC | 0.46% | Reduce -3.1% | 85,324 | $7.8M |
| Mather Group, Llc. | 0.08% | Reduce -3.1% | 83,552 | $7.6M |
| Stevens Capital Partners | 1.97% | Add +18.5% | 82,705 | $7.5M |
| Cambridge Financial Group, LLC | 2.53% | Add +1.1% | 82,904 | $7.3M |
| Avior Wealth Management, LLC | 0.22% | Reduce -6.3% | 76,109 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.5% | 75,387 | $6.9M |
| Arnold Financial Planning LLC | 7.04% | — | 75,073 | $6.8M |
| Roberts Financial Services LLC | 2.10% | Add +0.2% | 73,518 | $6.7M |
| Trilogy Capital Inc. | 0.29% | Reduce -2.9% | 72,544 | $6.6M |
| Kingsview Wealth Management, LLC | 0.09% | Add +29.1% | 72,135 | $6.6M |
| Symphony Financial, Ltd. Co. | 0.84% | Reduce -32.9% | 68,099 | $6.2M |
| Aire Advisors, LLC | 1.12% | Reduce -2.7% | 67,228 | $6.1M |
| WealthShield Partners, LLC | 0.67% | Reduce -4.5% | 66,601 | $6.1M |
| Ritholtz Wealth Management | 0.11% | Reduce -0.4% | 66,549 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.9% | 66,490 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -2.0% | 66,165 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.0% | 65,011 | $5.9M |
| Northwest Wealth Management, LLC | 0.92% | Reduce -2.5% | 64,103 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +18.9% | 63,389 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 0.93% | Reduce -2.9% | 63,149 | $5.7M |
| Palisades Hudson Asset Management, L.P. | 2.18% | Reduce -2.9% | 61,757 | $5.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -52.8% | 61,542 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -29.4% | 59,264 | $5.4M |
| McAdam, LLC | 0.25% | Reduce -4.8% | 59,162 | $5.4M |
| Savant Capital, LLC | 0.03% | Add +57.9% | 58,369 | $5.3M |
| Probity Advisors, Inc. | 0.83% | Add +4.2% | 56,814 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -1.5% | 56,522 | $5.2M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -0.9% | 53,392 | $5.0M |
| Midwest Trust Co | 0.06% | Reduce -0.3% | 54,106 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -34.4% | 54,020 | $4.9M |
| Marathon Mission, Inc. | 2.84% | Add +0.6% | 53,928 | $4.9M |
| Calton & Associates, Inc. | 0.69% | Reduce -1.8% | 52,001 | $4.7M |
| Interactive Financial Advisors, Inc. | 3.01% | Reduce -5.9% | 51,255 | $4.7M |
| Hamilton Capital, LLC | 0.23% | — | 51,111 | $4.6M |
| Nvest Wealth Strategies, Inc. | 3.43% | — | 50,927 | $4.6M |
"% of holder's portfolio" is SLYV's weight in each manager's 13F, not the share of SS SPDR S&P 600 SC Val ETF the manager owns.