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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

543 hedge funds and large institutions have $2.43B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.36M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$50.2M
2
Stifel Financial
Stifel Financial
Missouri
-$17.3M
3
BEI
Benjamin Edwards Inc
Missouri
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Convergence Financial
Missouri
$16.2M -$2.98M -37,371 -16%
APP
27
Avantax Planning Partners
Iowa
$16.1M +$3.9M +48,910 +32%
FNT
28
First National Trust
Pennsylvania
$15.8M +$718K +9,004 +5%
KFI
29
Key Financial Inc
Pennsylvania
$15M +$2.33M +29,193 +18%
WFP
30
Wrenne Financial Planning
Kentucky
$14.5M -$839K -10,523 -5%
PPH
31
Pure Portfolios Holdings
Oregon
$14.4M -$2.91M -36,502 -17%
GIA
32
GHP Investment Advisors
Colorado
$14.2M +$237K +2,975 +2%
FSG
33
Financial Strategies Group
Michigan
$13.9M +$703K +8,443 +5%
UBS Group
34
UBS Group
Switzerland
$13.6M +$1.7M +21,306 +14%
TIAA Trust, National Association
35
TIAA Trust, National Association
North Carolina
$13.6M +$629K +7,882 +5%
FWP
36
FAS Wealth Partners
Kansas
$12.8M -$2.03M -25,420 -14%
SFG
37
Sage Financial Group
Pennsylvania
$12.6M +$119K +1,487 +1%
GK
38
Graney & King
New York
$12.1M +$805K +10,094 +7%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$11.8M +$7.36M +92,329 +167%
LFS
40
Lutz Financial Services
Nebraska
$11.8M -$1.15M -14,413 -9%
WWA
41
WCG Wealth Advisors
Nevada
$11.7M +$1.42M +17,755 +14%
ODIJL
42
One Day In July LLC
Vermont
$11.3M +$2.54M +31,881 +29%
ORG
43
Optimist Retirement Group
Washington
$11.2M +$442K +5,539 +4%
KW
44
KWB Wealth
California
$11.1M -$5.95M -75,926 -35%
BW
45
BIP Wealth
Georgia
$11.1M +$1.2M +15,107 +12%
EWA
46
ERTS Wealth Advisors
Michigan
$10.7M -$9.75M -122,287 -48%
IWM
47
IHT Wealth Management
Illinois
$10.4M -$2.13M -26,705 -17%
RIM
48
Redwood Investment Management
Arizona
$10.3M -$4.6M -57,638 -31%
BWG
49
Balanced Wealth Group
Ohio
$10.3M +$1.22M +15,086 +13%
PCM
50
Perritt Capital Management
Illinois
$10M +$643K +8,056 +7%
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