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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
ACM
401
Allred Capital Management
Texas
$238K
RGC
402
Roberts, Glore & Co
Illinois
$235K
6F
403
626 Financial
Michigan
$232K
EE
404
EWG Elevate
California
$232K -$3.67M -43,228 -94%
HWM
405
HB Wealth Management
Georgia
$231K +$20.4K +241 +9%
AIC
406
Allodium Investment Consultants
Minnesota
$228K
AC
407
Avant Capital
Louisiana
$222K +$594 +7 +0.2%
OFS
408
OneAscent Financial Services
Alabama
$220K +$7.63K +90 +3%
WFA
409
Wellspring Financial Advisors
Ohio
$220K -$11.6K -137 -5%
ACIM
410
Azimuth Capital Investment Management
Michigan
$220K
NA
411
Nestegg Advisors
New York
$219K +$1.02K +12 +0.4%
MSWM
412
McGlone Suttner Wealth Management
Wisconsin
$219K +$237K +2,797 New
FFA
413
Fi3 Financial Advisors
Indiana
$219K
CWMGP
414
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$1.02K +12 +0.4%
FWM
415
Foguth Wealth Management
Michigan
$216K -$112K -1,324 -32%
DAS
416
Dynamic Advisor Solutions
Arizona
$214K +$85 +1 +0%
PSIWM
417
Paradigm Strategies in Wealth Management
Minnesota
$213K +$763 +9 +0.3%
BCA
418
Ballentine Capital Advisors
South Carolina
$211K
FA
419
Faithward Advisors
Pennsylvania
$210K -$1.95K -23 -0.8%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$210K -$6.28K -74 -3%
CFFP
421
Center for Financial Planning
Michigan
$210K
BA
422
Ballast Advisors
Minnesota
$209K -$3.39K -40 -1%
CC
423
Courier Capital
New York
$209K +$12.4K +146 +6%
WRPWM
424
Werba Rubin Papier Wealth Management
California
$208K
MWPCG
425
Measured Wealth Private Client Group
New Hampshire
$208K -$8.65K -102 -4%

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.