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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
UB
451
UMB Bank
Missouri
$85.6K
FFL
452
Financial Freedom LLC
Ohio
$81.4K
GWM
453
GSB Wealth Management
Connecticut
$81.4K +$88K +1,038 New
EB
454
Eastern Bank
Massachusetts
$78.4K
PP
455
PrairieView Partners
Minnesota
$78K -$14.7K -173 -15%
TCOV
456
Trust Company of Vermont
Vermont
$70.6K
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$62.7K -$38.5K -454 -36%
CCM
458
Coldstream Capital Management
Washington
$58.7K +$63.4K +748 New
CBT
459
Crews Bank & Trust
Florida
$57.2K
BA
460
Bellwether Advisors
Nebraska
$56.8K
KSWA
461
Kathleen S. Wright Associates
Pennsylvania
$56.6K -$1.7K -20 -3%
HDIM
462
Hanson & Doremus Investment Management
Vermont
$54K -$14.2K -168 -20%
SAM
463
Smartleaf Asset Management
Massachusetts
$51.5K +$45.4K +535 +431%
GA
464
GoalVest Advisory
New York
$48.8K -$33.4K -394 -39%
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$47.8K
SMA
466
Sage Mountain Advisors
Georgia
$45.5K
SPIA
467
Steward Partners Investment Advisory
New York
$44.1K -$1.44K -17 -3%
CPA
468
Cardiff Park Advisors
California
$42.3K
IA
469
IFP Advisors
Florida
$42K +$2.38K +28 +6%
JWA
470
JFS Wealth Advisors
Pennsylvania
$41.6K +$45K +530 New
AF
471
Advisornet Financial
Minnesota
$38.9K -$25.9K -305 -38%
BCWM
472
Bartlett & Co Wealth Management
Ohio
$37.6K -$1.02K -12 -2%
SIS
473
Sound Income Strategies
Florida
$36.2K
TIAAOA
474
Teachers Insurance & Annuity Association of America
New York
$32.1K
T
475
Tidemark
California
$31.8K +$1.61K +19 +5%

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.