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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.43B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 230 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

0% less funds holding

Funds holding: 551550 (-1)

5% less capital invested

Capital invested by funds: $2.55B → $2.43B (-$120M)

1.83% less ownership

Funds ownership: 68.25%66.42% (-1.8%)

23% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 230

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
550
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
48
Increased
178
Reduced
230
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
426
Landmark Wealth Management (New York)
New York
$205K +$195K +2,574 New
CPA
427
Cathy Pareto & Associates
Florida
$203K +$193K +2,539 New
SWA
428
Sax Wealth Advisors
New Jersey
$201K +$191K +2,518 New
EWM
429
Evermay Wealth Management
Virginia
$201K
CA
430
Clearstead Advisors
Ohio
$200K +$190K +2,510 New
MWPCG
431
Measured Wealth Private Client Group
New Hampshire
$200K -$11.3K -149 -6%
CTC
432
Central Trust Company
Missouri
$193K -$135K -1,782 -42%
TIA
433
Tiemann Investment Advisors
California
$188K
PNC Financial Services Group
434
PNC Financial Services Group
Pennsylvania
$187K -$5.61K -74 -3%
HNB
435
Huntington National Bank
Ohio
$186K
KSB
436
Kennebec Savings Bank
Maine
$183K
S
437
Sachetta
Massachusetts
$179K +$170K +2,238 New
AUB
438
Atlantic Union Bankshares
Virginia
$178K +$169K +2,231 New
BWL
439
Bogart Wealth LLC
Virginia
$160K
CFD
440
Creative Financial Designs
Indiana
$157K +$76 +1 +0.1%
CA
441
Centerpoint Advisors
Massachusetts
$147K -$94.7K -1,248 -40%
WCM
442
Winthrop Capital Management
Indiana
$136K -$31.3K -413 -20%
CIAS
443
Capital Investment Advisory Services
North Carolina
$120K
AWM
444
Abound Wealth Management
Tennessee
$116K +$76 +1 +0.1%
WSFS
445
Wilmington Savings Fund Society
Delaware
$114K
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$110K -$325K -4,290 -76%
UFAC
447
Urban Financial Advisory Corp
Illinois
$109K +$607 +8 +0.6%
GWM
448
GSB Wealth Management
Connecticut
$107K +$77.1K +1,016 +98%
TCM
449
Tradewinds Capital Management
Washington
$99.7K
CIA
450
Choate Investment Advisors
Massachusetts
$98.7K +$93.9K +1,238 New

SLYV Hedge Fund Activity: Q2 2025 in Review

550 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2025, worth a combined $2.43B — down 4.7% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SLYV positions and 43 closed out — a net gain of 5 holders — while 178 added to existing stakes and 230 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.1M. The largest seller was Cerity Partners, cutting an estimated $47.7M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2025, down from 551 in Q1 2025.
  • Funds reported $2.43B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2025 and 43 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2025 was LPL Financial, an estimated $12.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2025 was Cerity Partners, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2025.