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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$4.37M -$183K -2,160 -4%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4.35M +$1.57M +18,537 +50%
MPW
103
Melone Private Wealth
Michigan
$4.3M +$90.1K +1,062 +2%
NHT
104
New Hampshire Trust
New Hampshire
$4.26M -$176K -2,071 -4%
MBI
105
May Barnhard Investments
Maryland
$4.15M -$270K -3,181 -6%
KWM
106
Kingsview Wealth Management
Oregon
$4.1M +$123K +1,454 +3%
PA
107
Probity Advisors
Texas
$4M -$166K -1,953 -4%
WA
108
Waverly Advisors
Alabama
$4M -$120K -1,420 -3%
AAP
109
Arax Advisory Partners
Colorado
$3.8M +$196K +2,315 +5%
SCP
110
Stevens Capital Partners
Nebraska
$3.74M +$1.06M +12,526 +36%
WFPG
111
Waller Financial Planning Group
Ohio
$3.69M -$1.33M -15,657 -25%
MAM
112
Marotta Asset Management
Virginia
$3.65M +$199K +2,343 +6%
FAIM
113
Financial Advocates Investment Management
Washington
$3.6M +$2.97M +35,019 +321%
KF
114
Krilogy Financial
Missouri
$3.53M -$151K -1,778 -4%
BBW
115
Blue Barn Wealth
Utah
$3.5M +$302K +3,556 +9%
TC
116
TAGStone Capital
North Carolina
$3.46M -$19.2K -226 -0.5%
PS
117
Principal Securities
Iowa
$3.4M
DWM
118
Dakota Wealth Management
Florida
$3.38M -$625K -7,374 -15%
GVAG
119
Great Valley Advisor Group
Delaware
$3.38M +$1.08M +12,709 +42%
CA
120
Calton & Associates
Florida
$3.38M +$49.4K +583 +1%
TGAM
121
TBH Global Asset Management
Tennessee
$3.27M +$6.7M +79,053 +2,737%
LFG
122
Larson Financial Group
Missouri
$3.27M -$81.3K -958 -2%
PIA
123
Perennial Investment Advisors
California
$3.1M -$1.17M -13,769 -26%
TWP
124
Total Wealth Planning
Ohio
$3M -$81.2K -957 -2%
CPIG
125
Chicago Partners Investment Group
Illinois
$2.98M +$381K +4,493 +13%

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.