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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
CF
26
Convergence Financial
Missouri
$18.8M +$499K +5,878 +3%
Stifel Financial
27
Stifel Financial
Missouri
$17.4M +$18.3M +215,830 +3,478%
PPH
28
Pure Portfolios Holdings
Oregon
$17M +$97.4K +1,148 +0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$17M -$6.98M -82,345 -28%
CNBT
30
Canandaigua National Bank & Trust
New York
$16.9M +$748K +8,819 +4%
SGDR
31
SPX Gestao de Recursos
Brazil
$16.7M +$6.08M +71,690 +51%
BEI
32
Benjamin Edwards Inc
Missouri
$16.7M +$15.3M +180,735 +569%
GWM
33
Geneos Wealth Management
Colorado
$16.1M +$9.89M +116,652 +131%
WFP
34
Wrenne Financial Planning
Kentucky
$15M +$1.28M +15,042 +9%
FNT
35
First National Trust
Pennsylvania
$14.8M -$608K -7,165 -4%
RIM
36
Redwood Investment Management
Arizona
$14.6M +$2.42M +28,497 +18%
FWP
37
FAS Wealth Partners
Kansas
$14.6M +$535K +6,312 +4%
AWM
38
Avior Wealth Management
Nebraska
$14.3M -$1.98M -23,379 -11%
GIA
39
GHP Investment Advisors
Colorado
$13.7M +$93.6K +1,103 +0.6%
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$12.7M +$4.93M +58,092 +56%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$12.7M +$1.13M +13,308 +9%
LFS
42
Lutz Financial Services
Nebraska
$12.7M +$18.8K +222 +0.1%
MSRI
43
Michael S. Ryan Inc
New York
$12.5M -$127K -1,502 -0.9%
KFI
44
Key Financial Inc
Pennsylvania
$12.4M -$332K -3,913 -2%
IWM
45
IHT Wealth Management
Illinois
$12.3M +$900K +10,612 +7%
Two Sigma Investments
46
Two Sigma Investments
New York
$12.3M +$11.9M +140,200 +847%
SFG
47
Sage Financial Group
Pennsylvania
$12.3M +$52.8K +623 +0.4%
APP
48
Avantax Planning Partners
Iowa
$12M +$1.4M +16,510 +12%
UBS Group
49
UBS Group
Switzerland
$11.7M -$182K -2,141 -1%
FSG
50
Financial Strategies Group
Michigan
$11.1M -$8.57K -101 -0.1%

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.