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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
FTS
151
Fifth Third Securities
Ohio
$1.91M +$57K +752 +3%
PSF
152
Pacific Sun Financial
California
$1.89M -$79.6K -1,050 -4%
MCM
153
MAI Capital Management
Ohio
$1.87M -$134K -1,772 -7%
FFN
154
Focus Financial Network
Minnesota
$1.87M -$146K -1,921 -8%
PFPT
155
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M -$2.14M -28,242 -55%
EFL
156
ERn Financial LLC
Wisconsin
$1.8M -$106K -1,392 -6%
IP
157
Ignite Planners
California
$1.8M +$70.6K +931 +4%
BMWS
158
Brady Martz Wealth Solutions
North Dakota
$1.79M -$161K -2,123 -9%
FSWA
159
Financial Synergies Wealth Advisors
Texas
$1.78M -$332K -4,379 -16%
GRP
160
Global Retirement Partners
California
$1.77M +$1.69M +22,235 New
AWA
161
Arete Wealth Advisors
Illinois
$1.72M -$849K -11,186 -34%
IA
162
IFG Advisory
Georgia
$1.72M +$143K +1,882 +10%
SQA
163
Simon Quick Advisors
New Jersey
$1.72M -$19.6K -258 -1%
EIA
164
Eldridge Investment Advisors
New Hampshire
$1.71M -$16.6K -219 -1%
PWM
165
Perigon Wealth Management
California
$1.68M +$37.5K +494 +2%
IWA
166
Inspirion Wealth Advisors
Illinois
$1.68M -$23.2K -306 -1%
SFM
167
Signet Financial Management
New Jersey
$1.68M -$50.9K -671 -3%
FIM
168
Freedom Investment Management
Connecticut
$1.64M +$25.6K +338 +2%
SM
169
Sensible Money
Arizona
$1.64M -$2.43K -32 -0.2%
AssetMark Inc
170
AssetMark Inc
California
$1.62M +$1.29M +16,971 +514%
EWA
171
EP Wealth Advisors
California
$1.61M -$221K -2,915 -13%
GVAG
172
Great Valley Advisor Group
Delaware
$1.59M -$1.76M -23,188 -54%
AWS
173
Atria Wealth Solutions
New York
$1.57M +$499K +6,574 +52%
SWA
174
Stratos Wealth Advisors
Ohio
$1.57M -$34.7K -458 -2%
DI
175
Diligent Investors
California
$1.57M -$78.2K -1,031 -5%

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.