We are live on ! Find out more
SLYV icon

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
DI
176
Diligent Investors
California
$1.62M -$106K -1,248 -6%
PWM
177
Perigon Wealth Management
California
$1.62M +$1.75M +20,624 New
SM
178
Sensible Money
Arizona
$1.61M -$4.83K -57 -0.3%
TYCC
179
Texas Yale Capital Corp
Florida
$1.6M +$1.01M +11,930 +140%
FIM
180
Freedom Investment Management
Connecticut
$1.59M -$295K -3,482 -15%
SWA
181
Stratos Wealth Advisors
Ohio
$1.58M -$7.72K -91 -0.4%
MFG
182
Merit Financial Group
Georgia
$1.56M +$549K +6,472 +48%
OCG
183
Opus Capital Group
Ohio
$1.55M +$763 +9 +0%
IP
184
Ignite Planners
California
$1.55M -$1.53K -18 -0.1%
BC
185
Burney Company
Virginia
$1.55M +$637K +7,512 +61%
IA
186
IFG Advisory
Georgia
$1.54M +$1.33M +15,719 +400%
FFA
187
Florida Financial Advisors
Florida
$1.52M +$692K +8,163 +66%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$1.5M +$84K +990 +5%
TWM
189
Trueblood Wealth Management
Ohio
$1.46M -$38.3K -451 -2%
FFA
190
Farther Finance Advisors
California
$1.45M +$118K +1,387 +8%
LJAC
191
L.J. Altfest & Co
New York
$1.43M -$523K -6,162 -25%
SA
192
Sanctuary Advisors
Indiana
$1.41M -$80.7K -952 -5%
EA
193
Eclectic Associates
California
$1.41M +$52.5K +619 +4%
UF
194
Univest Financial
Pennsylvania
$1.39M -$29.8K -351 -2%
LFA
195
Laraway Financial Advisors
Minnesota
$1.39M -$13.5K -159 -0.9%
CA
196
CoreCap Advisors
Michigan
$1.39M -$38.8K -457 -3%
VW
197
Veridan Wealth
Oregon
$1.38M +$176K +2,077 +13%
GFWA
198
Grey Fox Wealth Advisors
Delaware
$1.38M +$236K +2,781 +19%
FCM
199
Firestone Capital Management
Florida
$1.37M +$110K +1,297 +8%
PP
200
Prudential plc
United Kingdom
$1.31M +$398K +4,690 +39%

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.