SLYV icon

SPDR S&P 600 Small Cap Value ETF

543 hedge funds and large institutions have $2.43B invested in SPDR S&P 600 Small Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 175 increasing their positions, 228 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 228

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.7M
2 +$7.36M
3 +$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1 -$50.2M
2 -$17.3M
3 -$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
51
Triangle Securities Wealth Management
North Carolina
$9.8M
ADL
52
Asset Dedication LLC
California
$9.48M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$9.34M
Baird Financial Group
54
Baird Financial Group
Wisconsin
$8.98M
CWM
55
CarsonAllaria Wealth Management
Illinois
$8.8M
GWM
56
Geneos Wealth Management
Colorado
$8.78M
Mariner
57
Mariner
Kansas
$8.63M
RIM
58
Rockbridge Investment Management
New York
$8.42M
SGDR
59
SPX Gestao de Recursos
Brazil
$8.3M
SF
60
Symphony Financial
Texas
$8.16M
FPAS
61
Focus Partners Advisor Solutions
Missouri
$8.11M
LL
62
LPWM LLC
Minnesota
$7.76M
MWM
63
Modera Wealth Management
New Jersey
$7.57M
AWM
64
Avior Wealth Management
Nebraska
$7.06M
Raymond James Financial
65
Raymond James Financial
Florida
$7.05M
MG
66
Mather Group
Illinois
$6.99M
DE
67
Diversified Enterprises
Delaware
$6.87M
PAG
68
Private Advisor Group
New Jersey
$6.74M
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$6.56M
CFGA
70
Cambridge Financial Group (Arizona)
Arizona
$6.54M
Goldman Sachs
71
Goldman Sachs
New York
$6.36M
TC
72
Trilogy Capital
California
$6.34M
MML Investors Services
73
MML Investors Services
Massachusetts
$6.33M
Jones Financial Companies
74
Jones Financial Companies
Missouri
$6.17M
CPP
75
Capasso Planning Partners
South Carolina
$6.17M