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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
SC
126
Savant Capital
Illinois
$2.93M -$221K -2,601 -6%
ACA
127
Aptus Capital Advisors
Alabama
$2.93M -$79.5K -937 -2%
FGG
128
Financial Guidance Group
Florida
$2.91M -$88.6K -1,045 -3%
TIM
129
Tortoise Investment Management
New York
$2.81M -$141K -1,660 -4%
PWMG
130
Prestige Wealth Management Group
New Jersey
$2.81M -$583K -6,870 -16%
CNTOF
131
Canandaigua National Trust of Florida
New York
$2.78M -$47.7K -562 -2%
WAOTB
132
Wealth Advisors of Tampa Bay
Florida
$2.77M +$21.5K +253 +0.7%
B
133
Bailard
California
$2.74M +$125K +1,468 +4%
TWM
134
Tradition Wealth Management
Minnesota
$2.68M -$20.4K -240 -0.7%
Citadel Advisors
135
Citadel Advisors
Florida
$2.66M -$68K -802 -2%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$2.65M +$178K +2,094 +7%
SF
137
Symphony Financial
Texas
$2.64M +$3.17M +37,317 New
SWA
138
Strategies Wealth Advisors
Michigan
$2.63M +$126K +1,484 +5%
HC
139
Hamilton Capital
Ohio
$2.6M +$339K +3,994 +14%
MGIA
140
Moneta Group Investment Advisors
Missouri
$2.58M -$153K -1,804 -5%
AWA
141
Arete Wealth Advisors
Illinois
$2.57M -$231K -2,729 -8%
WCWM
142
Wooster Corthell Wealth Management
Connecticut
$2.56M +$2.77M +32,668 New
FWMP
143
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.52M -$26.1K -308 -0.9%
IAP
144
Indie Asset Partners
Indiana
$2.47M -$1.7K -20 -0.1%
GIA
145
Gladstone Institutional Advisory
Florida
$2.45M +$31.9K +376 +1%
KFG
146
Kelly Financial Group
Connecticut
$2.39M -$362K -4,263 -12%
Renaissance Technologies
147
Renaissance Technologies
New York
$2.38M +$1.71M +20,200 +200%
CFO
148
Collective Family Office
Pennsylvania
$2.35M -$500K -5,900 -16%
QC
149
Quadrature Capital
United Kingdom
$2.34M +$1.42M +16,759 +127%
IWC
150
Integrated Wealth Concepts
Massachusetts
$2.31M +$1.87M +22,093 +301%

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.