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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

542 hedge funds and large institutions have $2.42B 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, 176 increasing their positions, 226 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.27%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.23%
New
47
Increased
176
Reduced
226
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$424M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$11.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$24.7M
4
Financial Engines Advisors
Financial Engines Advisors
California
$110M
5
Morgan Stanley
Morgan Stanley
New York
$35.3M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$24.4M
2
Stifel Financial
Stifel Financial
Missouri
$450K
3
BEI
Benjamin Edwards Inc
Missouri
$2.66M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Bank of America
Bank of America
North Carolina
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$2.81M +$190K +2,377 +7%
CNTOF
127
Canandaigua National Trust of Florida
New York
$2.8M -$28.5K -357 -1%
TIM
128
Tortoise Investment Management
New York
$2.73M -$132K -1,661 -5%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$2.7M +$3.43K +43 +0.1%
TWM
130
Tradition Wealth Management
Minnesota
$2.69M -$30.3K -380 -1%
SWGC
131
Summit Wealth Group (Colorado)
Colorado
$2.68M +$2.68M +33,659 New
BEI
132
Benjamin Edwards Inc
Missouri
$2.66M -$14.3M -179,103 -84%
GIA
133
Gladstone Institutional Advisory
Florida
$2.62M +$124K +1,556 +5%
PIFP
134
Partners in Financial Planning
Virginia
$2.48M +$404K +5,063 +19%
MWP
135
Meredith Wealth Planning
Illinois
$2.42M +$431K +5,408 +22%
CFO
136
Collective Family Office
Pennsylvania
$2.39M +$2.15K +27 +0.1%
TRCT
137
Tower Research Capital (TRC)
New York
$2.34M +$1.51M +18,906 +182%
IWC
138
Integrated Wealth Concepts
Massachusetts
$2.33M -$12.9K -162 -0.6%
FWMP
139
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.25M -$309K -3,872 -12%
MA
140
Mutual Advisors
Nebraska
$2.11M +$92.6K +1,109 +5%
KWA
141
Kingswood Wealth Advisors
California
$2.1M +$58.1K +729 +3%
KNFPWM
142
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.09M +$10.1K +126 +0.5%
DWM
143
Diversify Wealth Management
Utah
$2.07M -$376K -4,463 -15%
KAS
144
Kestra Advisory Services
Texas
$2.06M -$95.2K -1,193 -4%
RWM
145
Rialto Wealth Management
New York
$2.05M -$5.03K -63 -0.2%
IAP
146
Indie Asset Partners
Indiana
$2.05M -$464K -5,823 -18%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$2.05M +$398K +4,991 +24%
BCM
148
Brookstone Capital Management
Illinois
$2.04M -$3.59K -45 -0.2%
CWA
149
CM Wealth Advisors
Ohio
$1.93M +$4.07K +51 +0.2%
FTS
150
Fifth Third Securities
Ohio
$1.91M +$60K +752 +3%
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