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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
CW
301
CreativeOne Wealth
Kansas
$543K -$1.59M -18,771 -73%
JIC
302
Johnson Investment Counsel
Ohio
$542K +$254 +3 +0%
MHWM
303
Montz Harcus Wealth Management
Louisiana
$523K +$45.8K +540 +9%
PWG
304
Portside Wealth Group
Utah
$514K +$44.4K +523 +9%
IA
305
Insight Advisors
Pennsylvania
$513K +$48.2K +568 +9%
CWD
306
Clarity Wealth Development
Oregon
$511K -$34.6K -408 -6%
US Bancorp
307
US Bancorp
Minnesota
$500K -$28.8K -340 -5%
AWM
308
Austin Wealth Management
Texas
$498K -$3.9K -46 -0.7%
GJIA
309
Glass Jacobson Investment Advisors
Maryland
$495K
IFG
310
Independent Financial Group
California
$493K -$3.99K -47 -0.7%
AFP
311
Ausdal Financial Partners
Iowa
$492K -$25.7K -303 -5%
FEG
312
Financial Enhancement Group
Indiana
$490K +$8.57K +101 +1%
WP
313
WealthPLAN Partners
Nebraska
$490K -$75.1K -885 -12%
SWM
314
Seaside Wealth Management
California
$469K -$1.19K -14 -0.2%
IWS
315
Integrity Wealth Solutions
Colorado
$463K +$1.7K +20 +0.3%
AR
316
Apeiron RIA
Texas
$460K -$28.4K -335 -5%
Brown Advisory
317
Brown Advisory
Maryland
$437K -$1.13M -13,355 -71%
SPL
318
Smart Portfolios LLC
Washington
$437K
SFA
319
Sequoia Financial Advisors
Ohio
$436K +$472K +5,565 New
RIA
320
Richwood Investment Advisors
Ohio
$435K -$7.63K -90 -2%
GT
321
Glenview Trust
Kentucky
$434K +$2.21K +26 +0.5%
DSC
322
Duncker Streett & Co
Missouri
$434K +$254 +3 +0.1%
WPW
323
Waldron Private Wealth
Pennsylvania
$433K
AH
324
Addis & Hill
Pennsylvania
$427K +$85 +1 +0%
MHIC
325
Marble Harbor Investment Counsel
Massachusetts
$427K

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.