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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
CSP
276
Cary Street Partners
Virginia
$658K +$37.7K +445 +6%
AB
277
Atlas Brown
Kentucky
$652K +$170 +2 +0%
WANY
278
Wealthspire Advisors (New York)
New York
$648K -$5.26K -62 -0.7%
FHA
279
Flagship Harbor Advisors
Massachusetts
$647K +$24.3K +287 +4%
GLA
280
Good Life Advisors
Pennsylvania
$643K -$13.9K -164 -2%
RTL
281
Red Tortoise LLC
Georgia
$643K -$85.3K -1,006 -11%
YP
282
YANKCOM Partnership
South Dakota
$640K
PTC
283
Private Trust Company
Ohio
$622K +$247K +2,910 +58%
AI
284
Accredited Investors
Minnesota
$622K -$5.6K -66 -0.8%
Betterment LLC
285
Betterment LLC
New York
$621K -$55.7K -657 -8%
4A
286
4Wealth Advisors
Illinois
$617K +$74.5K +878 +13%
LA
287
LexAurum Advisors
Kansas
$606K -$85.2K -1,004 -11%
TMWM
288
Taylor & Morgan Wealth Management
Michigan
$592K
SWM
289
Seed Wealth Management
Illinois
$586K
CWA
290
CogentBlue Wealth Advisors
Tennessee
$573K -$121K -1,421 -16%
JWCA
291
J.W. Cole Advisors
Florida
$563K -$38.8K -457 -6%
CSPIA
292
Cary Street Partners Investment Advisory
Virginia
$562K +$9.58K +113 +2%
TFP
293
Traction Financial Partners
Wyoming
$560K -$55.1K -650 -8%
GCM
294
G2 Capital Management
Ohio
$559K -$114K -1,339 -16%
VPWA
295
Vestia Personal Wealth Advisors
Indiana
$553K -$7.63K -90 -1%
William Blair & Company
296
William Blair & Company
Illinois
$551K -$271K -3,200 -31%
RPA
297
Redwood Park Advisors
California
$549K -$2.46K -29 -0.4%
AO
298
Advisor OS
Illinois
$544K -$8.65K -102 -1%
FA
299
Fiducient Advisors
Illinois
$544K -$8.65K -102 -1%
MA
300
MJP Associates
Connecticut
$544K -$8.65K -102 -1%

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.