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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
KWM
501
Kiker Wealth Management
Georgia
$14.9K
TCM
502
TD Capital Management
Tennessee
$14.5K
CWP
503
Clark Wealth Partners
Illinois
$14.1K
DFA
504
DHJJ Financial Advisors
Illinois
$14K
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$13.4K -$2.04K -24 -12%
MMCM
506
Murphy & Mullick Capital Management
New York
$13.4K
FFWM
507
Future Financial Wealth Management
Ohio
$13.3K
PMFA
508
Plante Moran Financial Advisors
Michigan
$11.8K -$12.3K -145 -49%
Allspring Global Investments
509
Allspring Global Investments
North Carolina
$11.6K +$12.5K +147 New
OPTFSNA
510
Old Point Trust & Financial Services N A
Virginia
$9.8K
DCM
511
Davis Capital Management
Florida
$9.41K
CTWM
512
Cherry Tree Wealth Management
Minnesota
$9.02K
KA
513
Kozak & Associates
Colorado
$8.78K +$848 +10 +9%
MSWA
514
Marshall & Sterling Wealth Advisors
New York
$8.54K +$9.24K +109 New
GM
515
GeoWealth Management
Illinois
$8.4K +$6.53K +77 +257%
Russell Investments Group
516
Russell Investments Group
United Kingdom
$8.31K +$1.36K +16 +18%
CFS
517
Compass Financial Services
Iowa
$8.07K +$8.74K +103 New
WIM
518
Westside Investment Management
California
$7.53K -$1.87K -22 -19%
TCM
519
TruNorth Capital Management
Michigan
$6.51K
SS
520
Sunbelt Securities
Texas
$6.43K +$339 +4 +5%
CA
521
Crewe Advisors
Utah
$6.19K
FFA
522
Frazier Financial Advisors
Ohio
$5.51K -$13.3K -157 -69%
TVWM
523
Tower View Wealth Management
Wisconsin
$5.15K +$1.53K +18 +38%
NS
524
NBC Securities
Alabama
$5K +$6.45K +76 New
RWS
525
Retirement Wealth Solutions
Wisconsin
$4.86K

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.