13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SLYV

SS SPDR S&P 600 SC VAL ETF

629 institutions still hold SS SPDR S&P 600 SC VAL ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A300·Exchange Traded Fund·629 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
629
filers reporting
Concentration
35.90%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

629 institutions reported SLYV in Q1 2026. LPL Financial LLC leads at 35.9% 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
$489M5.2M0.13%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$102M1.1M0.21%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$99M1.0M0.01%Q1 202604
Cannon Financial Strategists, Inc.
CIK 0002031123
$95M1.0M12.53%Q1 202605
NorthRock Partners, LLC
CIK 0001632097
$75M798K1.22%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$56M596K0.01%Q1 202607
MORGAN STANLEY
CIK 0000895421
$53M556K0.00%Q1 202608
Goelzer Investment Management, Inc.
CIK 0001550057
$41M375K1.78%Q2 202609
WCG Wealth Advisors LLC
CIK 0001855713
$36M381K1.01%Q1 202610
Rodgers & Associates, LTD
CIK 0001846515
$35M323K3.20%Q2 202611
Creative Planning
CIK 0001540235
$34M355K0.02%Q1 202612
Fragasso Financial Advisors Inc
CIK 0001613331
$33M305K1.77%Q2 202613
BRANDYWINE OAK PRIVATE WEALTH LLC
CIK 0001764694
$30M278K2.30%Q2 202614
Dean, Jacobson Financial Services, LLC
CIK 0001869456
$27M291K16.89%Q1 202615
Equitable Holdings, Inc.
CIK 0001333986
$27M300K0.18%Q1 202616
Cerity Partners LLC
CIK 0001566475
$27M286K0.04%Q1 202617
Klingman & Associates, LLC
CIK 0001662449
$27M281K1.27%Q1 202618
Evensky & Katz LLC
CIK 0001357867
$25M267K1.43%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$25M262K0.00%Q1 202620
Focus Partners Wealth
CIK 0001542153
$24M269K0.03%Q4 2025
Page 1 of 32
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