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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
EWA
451
EverSource Wealth Advisors
Alabama
$98.7K
PWA
452
Physician Wealth Advisors
Utah
$94.1K +$228 +3 +0.3%
IHWM
453
Iron Horse Wealth Management
Iowa
$84.9K -$3.94K -52 -5%
FFL
454
Financial Freedom LLC
Ohio
$82.9K
PP
455
PrairieView Partners
Minnesota
$80K
EB
456
Eastern Bank
Massachusetts
$79.8K
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$66.7K -$82.6K -1,089 -57%
SAM
458
Smartleaf Asset Management
Massachusetts
$64.8K +$11.4K +150 +23%
CWM
459
Cranbrook Wealth Management
Michigan
$64.4K +$61.3K +808 New
BA
460
Bellwether Advisors
Nebraska
$57.8K
KSWA
461
Kathleen S. Wright Associates
Pennsylvania
$57.6K
HI
462
Harbour Investments
Wisconsin
$57K -$33.2K -438 -38%
HDIM
463
Hanson & Doremus Investment Management
Vermont
$55K +$303 +4 +0.6%
GA
464
GoalVest Advisory
New York
$49.6K
SMA
465
Sage Mountain Advisors
Georgia
$45.1K -$1.14K -15 -3%
CPA
466
Cardiff Park Advisors
California
$43.1K
SPIA
467
Steward Partners Investment Advisory
New York
$39.9K -$4.7K -62 -11%
TPCW
468
TD Private Client Wealth
New York
$39.9K +$37.9K +500 New
AF
469
Advisornet Financial
Minnesota
$39.6K
AG
470
AmeriFlex Group
Nevada
$38.2K +$36.3K +478 New
SIS
471
Sound Income Strategies
Florida
$36.8K
BCWM
472
Bartlett & Co Wealth Management
Ohio
$36.7K -$1.52K -20 -4%
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$32.8K -$105K -1,380 -77%
TIAAOA
474
Teachers Insurance & Annuity Association of America
New York
$32.7K
UB
475
UMB Bank
Missouri
$31.3K -$53.1K -700 -64%

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.