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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
CPP
76
Capasso Planning Partners
South Carolina
$6.17M -$4.52M -59,643 -44%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$6.15M -$2.4M -31,653 -29%
MT
78
Midwest Trust
Kansas
$6.06M +$5.76M +75,932 New
Charles Schwab
79
Charles Schwab
California
$5.93M -$220K -2,899 -4%
WP
80
WealthShield Partners
North Carolina
$5.91M +$535K +7,055 +11%
FFA
81
Farther Finance Advisors
California
$5.55M +$3.88M +51,131 +277%
AA
82
Aire Advisors
California
$5.52M -$355K -4,676 -6%
SEIA
83
Signature Estate & Investment Advisors
California
$5.48M +$199K +2,623 +4%
RWM
84
Ritholtz Wealth Management
New York
$5.39M +$737K +9,713 +17%
NWM
85
Northwest Wealth Management
Iowa
$5.34M -$87.7K -1,156 -2%
ML
86
McAdam LLC
Pennsylvania
$5.09M +$280K +3,688 +6%
PHAM
87
Palisades Hudson Asset Management
Florida
$5M +$310K +4,093 +7%
WFPG
88
Waller Financial Planning Group
Ohio
$4.79M +$983K +12,954 +28%
SCP
89
Stevens Capital Partners
Nebraska
$4.75M +$816K +10,758 +23%
Corient Private Wealth
90
Corient Private Wealth
Florida
$4.74M -$451K -5,947 -9%
CAAM
91
Cornerstone Advisors Asset Management
Pennsylvania
$4.73M
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$4.7M +$202K +2,665 +5%
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$4.61M -$7.91M -104,256 -64%
MPW
94
Melone Private Wealth
Michigan
$4.55M +$146K +1,927 +4%
SWA
95
Strategies Wealth Advisors
Michigan
$4.52M +$1.75M +23,054 +69%
FAIM
96
Financial Advocates Investment Management
Washington
$4.5M +$797K +10,508 +23%
SL
97
Salomon & Ludwin
Virginia
$4.49M -$139K -1,826 -3%
IFA
98
Interactive Financial Advisors
Illinois
$4.47M -$98.9K -1,304 -2%
KWM
99
Kingsview Wealth Management
Oregon
$4.45M +$257K +3,393 +6%
Truist Financial
100
Truist Financial
North Carolina
$4.38M -$227K -2,986 -5%

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.