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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
MSRI
101
Michael S. Ryan Inc
New York
$4.3M -$8.01M -105,618 -66%
PA
102
Probity Advisors
Texas
$4.28M +$200K +2,636 +5%
FWI
103
Facet Wealth Inc
Maryland
$4.2M -$797K -10,505 -17%
NHT
104
New Hampshire Trust
New Hampshire
$4.18M -$142K -1,875 -3%
BBW
105
Blue Barn Wealth
Utah
$4.07M +$489K +6,453 +14%
MBI
106
May Barnhard Investments
Maryland
$4.05M -$159K -2,099 -4%
WA
107
Waverly Advisors
Alabama
$3.94M -$119K -1,574 -3%
MAM
108
Marotta Asset Management
Virginia
$3.85M +$472K +6,223 +15%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$3.79M -$619K -8,158 -15%
CA
110
Calton & Associates
Florida
$3.64M +$196K +2,585 +6%
TC
111
TAGStone Capital
North Carolina
$3.62M +$10.6K +140 +0.3%
GS
112
GTS Securities
New York
$3.57M +$3.4M +44,809 New
KF
113
Krilogy Financial
Missouri
$3.53M -$50.4K -665 -1%
Citadel Advisors
114
Citadel Advisors
Florida
$3.43M +$691K +9,105 +27%
HC
115
Hamilton Capital
Ohio
$3.31M +$639K +8,421 +25%
TWP
116
Total Wealth Planning
Ohio
$3.27M +$216K +2,842 +7%
CPIG
117
Chicago Partners Investment Group
Illinois
$3.15M -$217K -2,865 -7%
DWM
118
Dakota Wealth Management
Florida
$3M -$421K -5,547 -13%
B
119
Bailard
California
$2.97M +$167K +2,202 +6%
MA
120
MONECO Advisors
Connecticut
$2.96M +$651K +8,586 +30%
ACA
121
Aptus Capital Advisors
Alabama
$2.95M -$30.6K -404 -1%
SC
122
Savant Capital
Illinois
$2.94M -$40.5K -534 -1%
PIA
123
Perennial Investment Advisors
California
$2.93M -$209K -2,759 -7%
FGG
124
Financial Guidance Group
Florida
$2.93M -$29.2K -385 -1%
PWMG
125
Prestige Wealth Management Group
New Jersey
$2.91M +$48K +633 +2%

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.