13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SLYV

SS SPDR S&P 600 SC VAL ETF

650 institutions still hold SS SPDR S&P 600 SC VAL ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A300·Exchange Traded Fund·650 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
650
filers reporting
Concentration
43.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

650 institutions reported SLYV in Q2 2026. LPL Financial LLC leads at 43.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$782M7.2M0.18%Q2 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$113M1.0M0.20%Q2 202603
Cannon Financial Strategists, Inc.
CIK 0002031123
$109M1.0M12.43%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$105M960K0.01%Q2 202605
NorthRock Partners, LLC
CIK 0001632097
$91M834K1.32%Q2 202606
Pacific Life Fund Advisors LLC
CIK 0001499091
$62M566K6.79%Q2 202607
MORGAN STANLEY
CIK 0000895421
$61M556K0.00%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M545K0.01%Q2 202609
Convergence Financial, LLC
CIK 0002034001
$42M382K3.31%Q2 202610
Goelzer Investment Management, Inc.
CIK 0001550057
$41M375K1.78%Q2 202611
WCG Wealth Advisors LLC
CIK 0001855713
$40M368K0.95%Q2 202612
Creative Planning
CIK 0001540235
$35M324K0.02%Q2 202613
Rodgers & Associates, LTD
CIK 0001846515
$35M323K3.20%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$35M319K0.21%Q2 202615
Fragasso Financial Advisors Inc
CIK 0001613331
$33M305K1.77%Q2 202616
Dean, Jacobson Financial Services, LLC
CIK 0001869456
$31M288K17.32%Q2 202617
Cerity Partners LLC
CIK 0001566475
$31M281K0.04%Q2 202618
Klingman & Associates, LLC
CIK 0001662449
$31M280K1.30%Q2 202619
Focus Partners Wealth
CIK 0001542153
$31M280K0.03%Q2 202620
BRANDYWINE OAK PRIVATE WEALTH LLC
CIK 0001764694
$30M278K2.30%Q2 2026
Page 1 of 33
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