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State Street SPDR S&P 600 Small Cap Value ETF

551 hedge funds and large institutions have $2.55B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 196 increasing their positions, 226 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $220K | Put options by funds: $71K

4.6% more ownership

Funds ownership: 63.65%68.25% (+4.6%)

0% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$9.52M)

5% less funds holding

Funds holding: 583551 (-32)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 226

17% less funds holding in top 10

Funds holding in top 10: 2924 (-5)

38% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 61

Holders
551
Holders Change
-32
Holders Change %
-5.49%
% of All Funds
7.39%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.32%
New
38
Increased
196
Reduced
226
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$982K -$15.1K -178 -1%
Comerica Bank
227
Comerica Bank
Texas
$981K +$120K +1,419 +13%
PAS
228
Park Avenue Securities
New York
$969K +$149K +1,758 +17%
AFTS
229
American Financial & Tax Strategies
New York
$964K -$81.9K -966 -7%
AAS
230
Ameritas Advisory Services
Nebraska
$958K -$49.4K -582 -5%
FAN
231
Financial Advisors Network
California
$956K -$21.6K -255 -2%
IWA
232
Invera Wealth Advisors
Oregon
$947K +$11.8K +139 +1%
DWM
233
Denver Wealth Management
Colorado
$945K -$60.6K -714 -6%
GA
234
GFS Advisors
Texas
$943K
MCM
235
MidAtlantic Capital Management
Virginia
$939K
IJWM
236
Inman Jager Wealth Management
Mississippi
$937K +$15.6K +184 +2%
CIA
237
Compass Ion Advisors
Pennsylvania
$925K +$514K +6,055 +105%
AQR Capital Management
238
AQR Capital Management
Connecticut
$918K +$994K +11,715 New
HCP
239
Hardin Capital Partners
South Carolina
$912K +$986K +11,628 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$906K +$141K +1,663 +17%
CFCI
241
Comprehensive Financial Consultants Institutional
Indiana
$902K +$22.4K +264 +2%
MWA
242
Motive Wealth Advisors
Michigan
$879K +$6.19K +73 +0.7%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$874K +$302K +3,555 +47%
CBA
244
Coastal Bridge Advisors
Connecticut
$874K +$945K +11,147 New
BCI
245
Brinker Capital Investments
Pennsylvania
$866K -$207K -2,442 -18%
OPS
246
Orion Portfolio Solutions
Nebraska
$866K -$207K -2,442 -18%
HFA
247
Highland Financial Advisors
New Jersey
$863K +$344K +4,058 +58%
SF
248
Summit Financial
New Jersey
$854K -$139K -1,643 -13%
OAM
249
Occidental Asset Management
California
$852K -$343K -4,045 -27%
WWM
250
Western Wealth Management
Colorado
$844K -$17.2K -203 -2%

SLYV Hedge Fund Activity: Q1 2025 in Review

551 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2025, worth a combined $2.55B — up 0.38% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of SLYV and 38 opened new positions — a net loss of 23 holders — while 226 trimmed existing stakes and 196 added.

The largest buyer was LPL Financial, adding an estimated $308M. The largest seller was Bank of America, cutting an estimated $31.4M.

  • 551 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2025, down from 583 in Q4 2024.
  • Funds reported $2.55B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2025, up 0.38% quarter-over-quarter.
  • 38 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2025 and 61 closed out, a net change of -23 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $308M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2025 was Bank of America, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2025.