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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
CF
26
Convergence Financial
Missouri
$16.2M -$2.83M -37,371 -16%
APP
27
Avantax Planning Partners
Iowa
$16.1M +$3.71M +48,910 +32%
FNT
28
First National Trust
Pennsylvania
$15.8M +$683K +9,004 +5%
KFI
29
Key Financial Inc
Pennsylvania
$15M +$2.21M +29,193 +18%
WFP
30
Wrenne Financial Planning
Kentucky
$14.5M -$798K -10,523 -5%
PPH
31
Pure Portfolios Holdings
Oregon
$14.4M -$2.77M -36,502 -17%
GIA
32
GHP Investment Advisors
Colorado
$14.2M +$226K +2,975 +2%
FSG
33
Financial Strategies Group
Michigan
$13.9M +$640K +8,443 +5%
UBS Group
34
UBS Group
Switzerland
$13.6M +$1.62M +21,306 +14%
TIAA Trust, National Association
35
TIAA Trust, National Association
North Carolina
$13.6M +$598K +7,882 +5%
FWP
36
FAS Wealth Partners
Kansas
$12.8M -$1.93M -25,420 -14%
SFG
37
Sage Financial Group
Pennsylvania
$12.6M +$113K +1,487 +1%
GK
38
Graney & King
New York
$12.1M +$766K +10,094 +7%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$7M +92,329 +167%
LFS
40
Lutz Financial Services
Nebraska
$11.8M -$1.09M -14,413 -9%
WWA
41
WCG Wealth Advisors
Nevada
$11.7M +$1.35M +17,755 +14%
ODIJL
42
One Day In July LLC
Vermont
$11.3M +$2.42M +31,881 +29%
ORG
43
Optimist Retirement Group
Washington
$11.2M +$420K +5,539 +4%
KW
44
KWB Wealth
California
$11.1M -$5.76M -75,926 -35%
BW
45
BIP Wealth
Georgia
$11.1M +$1.15M +15,107 +12%
EWA
46
ERTS Wealth Advisors
Michigan
$10.7M -$9.28M -122,287 -48%
IWM
47
IHT Wealth Management
Illinois
$10.4M -$2.03M -26,705 -17%
RIM
48
Redwood Investment Management
Arizona
$10.3M -$4.37M -57,638 -31%
BWG
49
Balanced Wealth Group
Ohio
$10.3M +$1.14M +15,086 +13%
PCM
50
Perritt Capital Management
Illinois
$10M +$611K +8,056 +7%

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.