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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
TSWM
51
Triangle Securities Wealth Management
North Carolina
$9.8M -$173K -2,282 -2%
ADL
52
Asset Dedication LLC
California
$9.48M +$474K +6,245 +6%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$9.34M +$487K +6,421 +6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$8.98M +$121K +1,600 +1%
CWM
55
CarsonAllaria Wealth Management
Illinois
$8.8M +$233K +3,068 +3%
GWM
56
Geneos Wealth Management
Colorado
$8.78M -$7.24M -95,399 -46%
Mariner
57
Mariner
Kansas
$8.63M -$1.73M -22,849 -17%
RIM
58
Rockbridge Investment Management
New York
$8.42M -$302K -3,980 -4%
SGDR
59
SPX Gestao de Recursos
Brazil
$8.3M -$8.28M -109,095 -51%
SF
60
Symphony Financial
Texas
$8.16M +$4.79M +63,139 +169%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$8.11M -$318K -4,191 -4%
LL
62
LPWM LLC
Minnesota
$7.76M +$854K +11,258 +13%
MWM
63
Modera Wealth Management
New Jersey
$7.57M -$351K -4,628 -5%
NL
64
NWAM LLC
Washington
$7.3M +$1.63M +21,549 +31%
AWM
65
Avior Wealth Management
Nebraska
$7.06M -$7.16M -94,383 -52%
Raymond James Financial
66
Raymond James Financial
Florida
$7.05M +$1.1M +14,469 +20%
MG
67
Mather Group
Illinois
$6.99M -$105K -1,386 -2%
DE
68
Diversified Enterprises
Delaware
$6.87M -$616K -8,122 -9%
PAG
69
Private Advisor Group
New Jersey
$6.74M +$683K +9,001 +12%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$6.56M -$282K -3,717 -4%
CFGA
71
Cambridge Financial Group (Arizona)
Arizona
$6.54M -$36.7K -484 -0.6%
Goldman Sachs
72
Goldman Sachs
New York
$6.36M +$613K +8,079 +11%
TC
73
Trilogy Capital
California
$6.34M +$187K +2,463 +3%
MML Investors Services
74
MML Investors Services
Massachusetts
$6.33M +$196K +2,580 +3%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$6.17M +$1.1M +14,471 +23%

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.