Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 600 SMCP VAL
-
Total 13F shares
-
3,932,711
-
Share change
-
-268,420
-
Total reported value
-
$358,787,913
-
Price per share
-
$90.97
-
Number of holders
-
128
-
Value change
-
-$24,346,184
-
Number of buys
-
49
-
Number of sells
-
58
Institutional Holders of SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - S&P 600 SMCP VAL (SLYV) was held by
128 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,932,711 shares.
The largest 10 holders included
Goelzer Investment Management, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Rodgers & Associates, LTD, Fragasso Financial Advisors Inc, BALANCED WEALTH GROUP LLC, BIP Wealth, LLC, Triangle Securities Wealth Management, CarsonAllaria Wealth Management, Ltd., LPWM LLC, and Modera Wealth Management, LLC.
This page lists
128
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.