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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
GK
51
Graney & King
New York
$11.1M +$486K +5,731 +4%
CPP
52
Capasso Planning Partners
South Carolina
$10.7M +$66.2K +781 +0.6%
ORG
53
Optimist Retirement Group
Washington
$10.6M +$67.5K +796 +0.6%
Mariner
54
Mariner
Kansas
$10.3M +$531K +6,257 +5%
WWA
55
WCG Wealth Advisors
Nevada
$10.1M -$1.62M -19,151 -13%
TSWM
56
Triangle Securities Wealth Management
North Carolina
$9.81M +$69.8K +823 +0.7%
BW
57
BIP Wealth
Georgia
$9.76M +$1.34M +15,755 +14%
PCM
58
Perritt Capital Management
Illinois
$9.21M +$204K +2,403 +2%
ADL
59
Asset Dedication LLC
California
$8.83M -$1.47M -17,275 -13%
BWG
60
Balanced Wealth Group
Ohio
$8.78M +$90.9K +1,072 +1%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$8.7M +$139K +1,640 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$8.68M +$67.9K +800 +0.7%
ODIJL
63
One Day In July LLC
Vermont
$8.64M +$1.73M +20,420 +23%
RIM
64
Rockbridge Investment Management
New York
$8.59M -$278K -3,282 -3%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$8.52M -$22.6K -266 -0.2%
CWM
66
CarsonAllaria Wealth Management
Illinois
$8.41M +$278K +3,278 +3%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$8.3M -$689K -8,124 -7%
MWM
68
Modera Wealth Management
New Jersey
$7.8M -$250K -2,947 -3%
DE
69
Diversified Enterprises
Delaware
$7.39M +$493K +5,809 +7%
MG
70
Mather Group
Illinois
$6.98M -$417K -4,912 -5%
CIM
71
Confluence Investment Management
Missouri
$6.87M +$7.43M +87,599 New
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$6.74M +$1.23M +14,470 +20%
LL
73
LPWM LLC
Minnesota
$6.74M +$422K +4,971 +6%
CFGA
74
Cambridge Financial Group (Arizona)
Arizona
$6.46M -$31K -365 -0.4%
CCMG
75
Clark Capital Management Group
Pennsylvania
$6.24M +$519K +6,117 +8%

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.