We are live on ! Find out more
SLYV icon

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
RWA
351
Redhawk Wealth Advisors
Minnesota
$342K -$28.7K -338 -7%
HIP
352
HUB Investment Partners
Texas
$336K
MSWMA
353
Market Street Wealth Management Advisors
Indiana
$335K -$67.7K -798 -16%
MAM
354
Marquette Asset Management
Minnesota
$332K -$61.5K -725 -15%
CTC
355
Central Trust Company
Missouri
$329K -$5K -59 -1%
CWP
356
Concord Wealth Partners
Virginia
$328K -$9.4M -110,791 -96%
WMN
357
Wealth Management Nebraska
Nebraska
$327K -$120K -1,416 -25%
NA
358
NewEdge Advisors
Louisiana
$327K +$243K +2,862 +219%
IDA
359
Intelligence Driven Advisers
California
$327K
FNWA
360
Financial Network Wealth Advisors
Utah
$327K +$52.7K +621 +18%
SFG
361
Snider Financial Group
Washington
$326K +$19K +224 +6%
SAM
362
Silvercrest Asset Management
New York
$325K -$13.6K -160 -4%
ATC
363
Argent Trust Co
Tennessee
$324K +$15.7K +185 +5%
CA
364
Cornerstone Advisory
Maryland
$324K
IAN
365
Integrated Advisors Network
Texas
$321K -$14.4K -170 -4%
CP
366
Creekside Partners
California
$321K +$85 +1 +0%
VFA
367
Valeo Financial Advisors
Indiana
$313K +$6.96K +82 +2%
WAG
368
Wallace Advisory Group
California
$310K -$9.24K -109 -3%
BSB
369
Bangor Savings Bank
Maine
$310K
FF
370
Friday Financial
Iowa
$308K -$7.63K -90 -2%
IAA
371
Independent Advisor Alliance
North Carolina
$307K -$1.77M -20,823 -84%
LGW
372
Leslie Global Wealth
Illinois
$301K +$25.4K +300 +8%
SA
373
Sovran Advisors
California
$300K -$44.6K -526 -11%
MPM
374
Meritage Portfolio Management
Kansas
$298K -$12.7K -150 -4%
Envestnet Portfolio Solutions
375
Envestnet Portfolio Solutions
Illinois
$298K -$1.49M -17,587 -82%

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.