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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

543 hedge funds and large institutions have $2.43B 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, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.28%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
47
Increased
176
Reduced
227
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.36M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.78M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.33M
5
Morgan Stanley
Morgan Stanley
New York
+$5.33M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$50.2M
2
Stifel Financial
Stifel Financial
Missouri
-$17.3M
3
BEI
Benjamin Edwards Inc
Missouri
-$14.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
126
Larson Financial Group
Missouri
$2.84M -$482K -6,039 -14%
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.81M +$190K +2,377 +7%
CNTOF
128
Canandaigua National Trust of Florida
New York
$2.8M -$28.5K -357 -1%
TIM
129
Tortoise Investment Management
New York
$2.73M -$132K -1,661 -5%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$2.7M +$3.43K +43 +0.1%
TWM
131
Tradition Wealth Management
Minnesota
$2.69M -$30.3K -380 -1%
SWGC
132
Summit Wealth Group (Colorado)
Colorado
$2.68M +$2.68M +33,659 New
BEI
133
Benjamin Edwards Inc
Missouri
$2.66M -$14.3M -179,103 -84%
GIA
134
Gladstone Institutional Advisory
Florida
$2.62M +$124K +1,556 +5%
PIFP
135
Partners in Financial Planning
Virginia
$2.48M +$404K +5,063 +19%
MWP
136
Meredith Wealth Planning
Illinois
$2.42M +$431K +5,408 +22%
CFO
137
Collective Family Office
Pennsylvania
$2.39M +$2.15K +27 +0.1%
TRCT
138
Tower Research Capital (TRC)
New York
$2.34M +$1.51M +18,906 +182%
IWC
139
Integrated Wealth Concepts
Massachusetts
$2.33M -$12.9K -162 -0.6%
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.25M -$309K -3,872 -12%
MA
141
Mutual Advisors
Nebraska
$2.11M +$92.6K +1,109 +5%
KWA
142
Kingswood Wealth Advisors
California
$2.1M +$58.1K +729 +3%
KNFPWM
143
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.09M +$10.1K +126 +0.5%
DWM
144
Diversify Wealth Management
Utah
$2.07M -$376K -4,463 -15%
KAS
145
Kestra Advisory Services
Texas
$2.06M -$95.2K -1,193 -4%
RWM
146
Rialto Wealth Management
New York
$2.05M -$5.03K -63 -0.2%
IAP
147
Indie Asset Partners
Indiana
$2.05M -$464K -5,823 -18%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$2.05M +$398K +4,991 +24%
BCM
149
Brookstone Capital Management
Illinois
$2.04M -$3.59K -45 -0.2%
CWA
150
CM Wealth Advisors
Ohio
$1.93M +$4.07K +51 +0.2%
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