SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

546 hedge funds and large institutions have $2.54B 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, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

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
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$220K
Puts
$71K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
301
Montz Harcus Wealth Management
Louisiana
$523K
PWG
302
Portside Wealth Group
Utah
$514K
IA
303
Insight Advisors
Pennsylvania
$513K
CWD
304
Clarity Wealth Development
Oregon
$511K
US Bancorp
305
US Bancorp
Minnesota
$500K
AWM
306
Austin Wealth Management
Texas
$498K
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$495K
AFP
308
Ausdal Financial Partners
Iowa
$492K
FEG
309
Financial Enhancement Group
Indiana
$490K
WP
310
WealthPLAN Partners
Nebraska
$490K
SWM
311
Seaside Wealth Management
California
$469K
IWS
312
Integrity Wealth Solutions
Colorado
$463K
AR
313
Apeiron RIA
Texas
$460K
Brown Advisory
314
Brown Advisory
Maryland
$437K
SPL
315
Smart Portfolios LLC
Washington
$437K
SFA
316
Sequoia Financial Advisors
Ohio
$436K
RIA
317
Richwood Investment Advisors
Ohio
$435K
GT
318
Glenview Trust
Kentucky
$434K
DSC
319
Duncker Streett & Co
Missouri
$434K
WPW
320
Waldron Private Wealth
Pennsylvania
$433K
AH
321
Addis & Hill
Pennsylvania
$427K
MHIC
322
Marble Harbor Investment Counsel
Massachusetts
$427K
SOS
323
Silver Oak Securities
Tennessee
$426K
HFS
324
Howard Financial Services
Texas
$425K
CA
325
CGN Advisors
Kansas
$423K