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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
FIBT
576
First International Bank & Trust
North Dakota
-$266K -3,049 Closed
Northern Trust
577
Northern Trust
Illinois
-$257K -2,950 Closed
LWMNY
578
Landmark Wealth Management (New York)
New York
-$254K -2,917 Closed
CAG
579
Csenge Advisory Group
Florida
-$250K -2,863 Closed
PIAS
580
PCA Investment Advisory Services
Ohio
-$249K -2,858 Closed
SAW
581
Signal Advisors Wealth
Michigan
-$246K -2,824 Closed
CIA
582
Choate Investment Advisors
Massachusetts
-$223K -2,560 Closed
PCA
583
Prosperity Capital Advisors
Ohio
-$221K -2,534 Closed
CPA
584
Cathy Pareto & Associates
Florida
-$220K -2,521 Closed
TA
585
TFB Advisors
Kansas
-$219K -2,507 Closed
JSA
586
Jim Saulnier & Associates
Colorado
-$215K -2,469 Closed
MCCP
587
Mission Creek Capital Partners
California
-$213K -2,442 Closed
GSC
588
Ground Swell Capital
South Carolina
-$212K -2,432 Closed
AWM
589
Accel Wealth Management
Iowa
-$209K -2,395 Closed
DC
590
Destiny Capital
Colorado
-$207K -2,377 Closed
FG
591
Foster Group
Iowa
-$207K -2,371 Closed
BFG
592
Berger Financial Group
Minnesota
-$205K -2,350 Closed
AWM
593
Aviso Wealth Management
Washington
-$203K -2,328 Closed
SWA
594
Sax Wealth Advisors
New Jersey
-$203K -2,328 Closed
AC
595
Avestar Capital
New York
-$200K -2,296 Closed
CFGS
596
Concourse Financial Group Securities
Alabama
-$80.1K -897 Closed
PPC
597
Park Place Capital
Alabama
-$76K -871 Closed
LDB
598
Lee, Danner & Bass
Tennessee
-$29.8K -341 Closed
MA
599
MCF Advisors
Kentucky
-$14.9K -170 Closed
DRP
600
Decker Retirement Planning
Utah
-$13.1K -150 Closed

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.