SMLV institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding100
Shares held1,053,300
Reported value$165.7m
Quarter flows15 new, 35 added, 29 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cambridge Investment Research Advisors, Inc.154,178$24.3m0.0%
Howard Capital Management, LLC121,811$19.2m0.2%
DORVAL Corp80,869$12.7m3.7%
OSAIC HOLDINGS, INC.76,601$12.1m0.0%
McKinney Capital Management, LLC63,794$10.0m4.0%
LPL Financial LLC61,981$9.8m0.0%
AQR CAPITAL MANAGEMENT LLC58,197$9.2m0.0%
Roan Capital Partners35,075$5.5m4.6%
UBS Group AG22,259$3.5m0.0%
Cetera Investment Advisers20,186$3.2m0.0%
ENVESTNET ASSET MANAGEMENT INC19,335$3.0m0.0%
McNaughton Wealth Management, LLC18,455$2.9m1.0%
COMMONWEALTH EQUITY SERVICES, LLC14,200$2.2m0.0%
Johnson & White Wealth Management, LLC12,562$2.0m0.7%
BANK OF AMERICA CORP /DE/12,083$1.9m0.0%
TWO SIGMA INVESTMENTS, LP11,900$1.9m0.0%
ROYAL BANK OF CANADA11,813$1.9m0.0%
IAG Wealth Partners, LLC11,606$1.8m0.2%
MORGAN STANLEY11,532$1.8m0.0%
Integrated Wealth Concepts LLC11,367$1.8m0.0%
IEQ CAPITAL, LLC10,817$1.7m0.0%
NorthRock Partners, LLC9,880$1.6m0.0%
PNC Financial Services Group, Inc.9,620$1.5m0.0%
CITADEL ADVISORS LLC9,152$1.4m0.0%
NewEdge Advisors, LLC8,657$1.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SMLV"). SMLV price history · All 13F data

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