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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
EWM
376
Empirical Wealth Management
Washington
$297K -$9.67K -114 -3%
SPC
377
Sigma Planning Corp
Michigan
$296K -$257K -3,032 -45%
WA
378
Wambolt & Associates
Colorado
$292K -$763 -9 -0.2%
WH
379
Willner & Heller
California
$292K +$1.36K +16 +0.4%
ABC
380
Associated Banc-Corp
Wisconsin
$291K
XPN
381
XY Planning Network
Montana
$290K -$20.9K -246 -6%
TFA
382
Tobias Financial Advisors
Florida
$288K -$21.2K -250 -6%
CWM
383
Cornerstone Wealth Management
Missouri
$287K -$18.2K -215 -6%
TWM
384
Topsail Wealth Management
North Carolina
$283K +$6.36K +75 +2%
OC
385
Oppenheimer & Co
New York
$282K +$55.3K +652 +22%
CCG
386
Coastwise Capital Group
California
$281K +$2.97K +35 +1%
PB
387
Pinnacle Bancorp
Nebraska
$271K +$14.6K +172 +5%
FCG
388
Fielder Capital Group
Tennessee
$259K
AssetMark Inc
389
AssetMark Inc
California
$259K -$4.57M -53,845 -94%
SSWM
390
Sheets Smith Wealth Management
North Carolina
$256K +$509 +6 +0.2%
ACM
391
Armbruster Capital Management
New York
$255K -$4.83K -57 -2%
NFP
392
Narus Financial Partners
Utah
$255K
FMWA
393
Forvis Mazars Wealth Advisors
Missouri
$253K +$9.07K +107 +3%
BPA
394
Beacon Pointe Advisors
California
$251K -$848 -10 -0.3%
BMCM
395
Burns Matteson Capital Management
New York
$243K -$13.4K -158 -5%
CA
396
Centerpoint Advisors
Massachusetts
$242K
AWM
397
AE Wealth Management
Kansas
$240K -$82.8K -976 -24%
BWM
398
BCGM Wealth Management
Indiana
$238K +$1.1K +13 +0.4%
PP
399
Pacifica Partners
Canada
$238K -$4.67K -55 -2%
Lido Advisors
400
Lido Advisors
California
$238K +$18.4K +217 +8%

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.