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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
TSMHT
476
Thurston Springer Miller Herd & Titak
Indiana
$30.4K
AF
477
Abound Financial
California
$29.9K +$32.4K +382 New
FFA
478
Founders Financial Alliance
North Carolina
$28.8K
OP
479
ORG Partners
Indiana
$27.7K +$29.9K +353 New
CWM
480
Copia Wealth Management
Oregon
$26.2K
GWS
481
Glassman Wealth Services
Virginia
$25.6K +$170 +2 +0.6%
CWC
482
Carolinas Wealth Consulting
North Carolina
$24.7K -$5.94K -70 -18%
GWSG
483
GPS Wealth Strategies Group
Colorado
$24.5K -$4.24K -50 -14%
PGAM
484
Princeton Global Asset Management
New Jersey
$21.8K -$6.19K -73 -21%
MAFA
485
MJT & Associates Financial Advisory
Minnesota
$21.3K +$23.1K +272 New
OHWP
486
Oak Harbor Wealth Partners
North Carolina
$21.2K
RCM
487
Richardson Capital Management
Wisconsin
$20.7K
RIA
488
Realta Investment Advisors
Delaware
$20.4K
WF
489
Wayfinding Financial
Washington
$20K +$21.9K +258 New
SWM
490
Spire Wealth Management
Virginia
$19.7K -$184K -2,166 -90%
BA
491
Bristlecone Advisors
Washington
$19.5K
TAM
492
Tucker Asset Management
Colorado
$19.4K
RF
493
Rossby Financial
Florida
$18.9K +$21.8K +257 New
WTFG
494
Wood Tarver Financial Group
Idaho
$17.6K
HFS
495
Hughes Financial Services
Virginia
$17.1K +$18.5K +218 New
FGAM
496
Financial Gravity Asset Management
Texas
$16.8K +$18.2K +214 New
CIA
497
Cape Investment Advisory
Georgia
$15.5K -$11.9K -140 -41%
MAM
498
Morse Asset Management
Connecticut
$15.3K
MIM
499
MTM Investment Management
South Carolina
$15.3K
BCMLT
500
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K -$1.1K -13 -6%

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.