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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
MA
151
MONECO Advisors
Connecticut
$2.23M +$1.37M +16,117 +130%
DWM
152
Diversify Wealth Management
Utah
$2.15M -$90.2K -1,063 -4%
KAS
153
Kestra Advisory Services
Texas
$2.12M -$41.9K -494 -2%
FSWA
154
Financial Synergies Wealth Advisors
Texas
$2.09M +$27.4K +323 +1%
PIFP
155
Partners in Financial Planning
Virginia
$2.04M +$44.9K +529 +2%
KNFPWM
156
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.04M -$193K -2,274 -8%
RWM
157
Rialto Wealth Management
New York
$2.02M -$1.36K -16 -0.1%
BCM
158
Brookstone Capital Management
Illinois
$2.01M +$902K +10,635 +71%
KWA
159
Kingswood Wealth Advisors
California
$2M -$7.46K -88 -0.3%
FFN
160
Focus Financial Network
Minnesota
$1.99M -$45.3K -534 -2%
MCM
161
MAI Capital Management
Ohio
$1.98M -$82.5K -973 -4%
MWP
162
Meredith Wealth Planning
Illinois
$1.96M +$45.7K +539 +2%
PSF
163
Pacific Sun Financial
California
$1.94M -$12.7K -150 -0.6%
BMWS
164
Brady Martz Wealth Solutions
North Dakota
$1.93M +$53.5K +631 +3%
CWA
165
CM Wealth Advisors
Ohio
$1.89M
EFL
166
ERn Financial LLC
Wisconsin
$1.88M -$51.7K -609 -2%
AFA
167
Avant Financial Advisors
Texas
$1.84M +$550K +6,480 +38%
FTS
168
Fifth Third Securities
Ohio
$1.82M +$95.8K +1,130 +5%
EWA
169
EP Wealth Advisors
California
$1.81M -$546K -6,441 -22%
MA
170
Mutual Advisors
Nebraska
$1.77M -$94.6K -1,115 -4%
SQA
171
Simon Quick Advisors
New Jersey
$1.71M -$43.6K -514 -2%
SFM
172
Signet Financial Management
New Jersey
$1.7M -$94.3K -1,112 -5%
EIA
173
Eldridge Investment Advisors
New Hampshire
$1.7M +$5.94K +70 +0.3%
IWA
174
Inspirion Wealth Advisors
Illinois
$1.68M -$213K -2,508 -10%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$1.62M -$2.18M -25,699 -55%

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.