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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
LC
201
LTG Capital
Massachusetts
$1.3M -$848 -10 -0.1%
CMP
202
Courage Miller Partners
Virginia
$1.29M +$34.8K +410 +3%
OPWM
203
Oakwell Private Wealth Management
Texas
$1.24M -$55.4K -653 -4%
MFT
204
Moisand Fitzgerald Tamayo
Florida
$1.22M -$58.2K -686 -4%
FGWP
205
Founders Grove Wealth Partners
Virginia
$1.21M +$111K +1,305 +9%
PCMC
206
Paragon Capital Management (Colorado)
Colorado
$1.18M -$89.9K -1,060 -7%
MF
207
Meridian Financial
Massachusetts
$1.18M +$32.7K +385 +3%
CWM
208
Connecticut Wealth Management
Connecticut
$1.17M +$1.27M +14,963 New
VA
209
Valmark Advisers
Ohio
$1.17M -$69K -814 -5%
BFA
210
Bill Few Associates
Pennsylvania
$1.16M +$94.1K +1,109 +8%
LPAM
211
Lodestar Private Asset Management
California
$1.15M -$53.5K -631 -4%
PCIA
212
Prime Capital Investment Advisors
Kansas
$1.14M +$917K +10,809 +291%
APC
213
Asset Planning Corporation
Tennessee
$1.1M -$33.6K -396 -3%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1.1M +$246K +2,899 +26%
LCM
215
Liberty Capital Management
Michigan
$1.1M
PCM
216
Payne Capital Management
New York
$1.08M -$8.82K -104 -0.7%
AIS
217
American Investment Services
Massachusetts
$1.06M -$11.7K -138 -1%
PWMG
218
Private Wealth Management Group
New Jersey
$1.05M +$4.92K +58 +0.4%
JP Morgan Chase
219
JP Morgan Chase
New York
$1.05M +$207K +2,435 +22%
AFAS
220
Acorn Financial Advisory Services
Virginia
$1.03M -$58.9K -694 -5%
EFN
221
Equita Financial Network
Pennsylvania
$1.02M -$20.6K -243 -2%
QC
222
Quent Capital
New York
$1.02M -$23.7K -279 -2%
JFA
223
JNBA Financial Advisors
Minnesota
$1M -$490K -5,782 -31%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$1M +$1.08M +12,762 New
AWS
225
Atria Wealth Solutions
New York
$998K -$118K -1,388 -10%

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.