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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
Charles Schwab
76
Charles Schwab
California
$6.05M -$259K -3,057 -4%
TC
77
Trilogy Capital
California
$6.04M -$23.2M -273,162 -78%
MML Investors Services
78
MML Investors Services
Massachusetts
$6.02M -$27.1K -319 -0.4%
PAG
79
Private Advisor Group
New Jersey
$5.92M -$1.37M -16,179 -18%
FCI
80
Financial Counselors Inc
Kansas
$5.8M -$186K -2,197 -3%
AA
81
Aire Advisors
California
$5.8M -$122K -1,444 -2%
Raymond James Financial
82
Raymond James Financial
Florida
$5.8M -$116K -1,372 -2%
TC
83
TownSquare Capital
Utah
$5.7M +$397K +4,682 +7%
Goldman Sachs
84
Goldman Sachs
New York
$5.62M -$4.67M -55,062 -43%
NL
85
NWAM LLC
Washington
$5.47M -$6.75M -79,532 -53%
NWM
86
Northwest Wealth Management
Iowa
$5.34M -$570K -6,724 -9%
WP
87
WealthShield Partners
North Carolina
$5.26M +$14.4K +170 +0.3%
SEIA
88
Signature Estate & Investment Advisors
California
$5.19M +$105K +1,242 +2%
Corient Private Wealth
89
Corient Private Wealth
Florida
$5.12M -$641K -7,563 -10%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$4.89M +$1.52M +17,949 +40%
ML
91
McAdam LLC
Pennsylvania
$4.72M +$6.7K +79 +0.1%
FWI
92
Facet Wealth Inc
Maryland
$4.66M +$2.94M +34,627 +125%
CAAM
93
Cornerstone Advisors Asset Management
Pennsylvania
$4.65M -$255K -3,002 -5%
PHAM
94
Palisades Hudson Asset Management
Florida
$4.59M +$11.6K +137 +0.2%
Truist Financial
95
Truist Financial
North Carolina
$4.54M -$2.13M -25,167 -30%
RWM
96
Ritholtz Wealth Management
New York
$4.54M -$78.5K -925 -2%
IFA
97
Interactive Financial Advisors
Illinois
$4.5M +$202K +2,384 +4%
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.42M +$7.8K +92 +0.2%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.41M -$576K -6,788 -11%
SL
100
Salomon & Ludwin
Virginia
$4.39M -$38.3K -451 -0.8%

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.