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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
LFG
126
Larson Financial Group
Missouri
$2.84M -$458K -6,039 -14%
MGIA
127
Moneta Group Investment Advisors
Missouri
$2.81M +$180K +2,377 +7%
CNTOF
128
Canandaigua National Trust of Florida
New York
$2.8M -$27.1K -357 -1%
TIM
129
Tortoise Investment Management
New York
$2.73M -$126K -1,661 -5%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$2.7M +$3.26K +43 +0.1%
TWM
131
Tradition Wealth Management
Minnesota
$2.69M -$28.8K -380 -1%
SWGC
132
Summit Wealth Group (Colorado)
Colorado
$2.68M +$2.55M +33,659 New
BEI
133
Benjamin Edwards Inc
Missouri
$2.66M -$13.6M -179,103 -84%
GIA
134
Gladstone Institutional Advisory
Florida
$2.62M +$118K +1,556 +5%
PIFP
135
Partners in Financial Planning
Virginia
$2.48M +$384K +5,063 +19%
MWP
136
Meredith Wealth Planning
Illinois
$2.42M +$410K +5,408 +22%
CFO
137
Collective Family Office
Pennsylvania
$2.39M +$2.05K +27 +0.1%
TRCT
138
Tower Research Capital (TRC)
New York
$2.34M +$1.43M +18,906 +182%
IWC
139
Integrated Wealth Concepts
Massachusetts
$2.33M -$12.3K -162 -0.6%
FWMP
140
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.25M -$294K -3,872 -12%
MA
141
Mutual Advisors
Nebraska
$2.11M +$84.1K +1,109 +5%
KWA
142
Kingswood Wealth Advisors
California
$2.1M +$55.3K +729 +3%
KNFPWM
143
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.09M +$9.56K +126 +0.5%
DWM
144
Diversify Wealth Management
Utah
$2.07M -$339K -4,463 -15%
KAS
145
Kestra Advisory Services
Texas
$2.06M -$90.5K -1,193 -4%
RWM
146
Rialto Wealth Management
New York
$2.05M -$4.78K -63 -0.2%
IAP
147
Indie Asset Partners
Indiana
$2.05M -$442K -5,823 -18%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$2.05M +$379K +4,991 +24%
BCM
149
Brookstone Capital Management
Illinois
$2.04M -$3.41K -45 -0.2%
CWA
150
CM Wealth Advisors
Ohio
$1.93M +$3.87K +51 +0.2%

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.