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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
Russell Investments Group
526
Russell Investments Group
United Kingdom
$5.03K -$3.26K -43 -41%
RWS
527
Retirement Wealth Solutions
Wisconsin
$4.95K
PFM
528
Phillips Financial Management
Indiana
$4.47K
AA
529
Ancora Advisors
Ohio
$4.31K
Bank of Montreal
530
Bank of Montreal
Ontario, Canada
$4.23K -$56.7K -747 -93%
S
531
SignatureFD
Georgia
$4.08K
BTI
532
Blue Trust Inc
Georgia
$3.99K
TVWM
533
Tower View Wealth Management
Wisconsin
$3.9K -$1.29K -17 -26%
CAM
534
Costello Asset Management
Pennsylvania
$3.67K
FRA
535
Front Row Advisors
California
$2.79K
AIC
536
Archer Investment Corporation
Indiana
$2.55K
AIP
537
Ameritas Investment Partners
Nebraska
$2.39K
HR
538
Howe & Rusling
New York
$1.91K
RWM
539
RMG Wealth Management
Wisconsin
$1.81K +$1.67K +22 New
FCMT
540
Founders Capital Management (Texas)
Texas
$1.7K
MCA
541
Maryland Capital Advisors
Maryland
$1.6K
FIM
542
FWL Investment Management
Texas
$1.36K
HC
543
Hurley Capital
New York
$1.04K +$986 +13 New
BNP Paribas Financial Markets
544
BNP Paribas Financial Markets
France
$798 -$1.14K -15 -60%
AIA
545
Armor Investment Advisors
North Carolina
$798
GSWM
546
Golden State Wealth Management
California
$718
SWP
547
Strategic Wealth Partners
Ohio
$718 +$683 +9 New
AF
548
Alerus Financial
North Dakota
$638 +$607 +8 New
HWP
549
Highline Wealth Partners
California
$399 +$379 +5 New
VA
550
Vestwell Advisors
New York
$305

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.