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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

546 hedge funds and large institutions have $2.54B invested in 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, 223 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-34
Holders Change %
-5.86%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.33%
New
38
Increased
196
Reduced
223
Closed
61
Calls
$220K
Puts
$71K
Net Calls
+$149K
Net Calls Change
-$357K

Top Buyers

1
LPL Financial
LPL Financial
California
+$285M
2
HighTower Advisors
HighTower Advisors
Illinois
+$46.8M
3
FFA
Fragasso Financial Advisors
Pennsylvania
+$18.2M
4
Stifel Financial
Stifel Financial
Missouri
+$16.9M
5
BEI
Benjamin Edwards Inc
Missouri
+$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29M
2
DJFS
Dean Jacobson Financial Services
Texas
-$25.6M
3
TC
Trilogy Capital
California
-$21.4M
4
CAMV
Concord Asset Management (Virginia)
Virginia
-$9.83M
5
CWP
Concord Wealth Partners
Virginia
-$8.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$404M +$285M +3,631,170 +239%
Bank of America
2
Bank of America
North Carolina
$181M -$29M -369,875 -14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$103M +$285K +3,641 +0.3%
CFS
4
Cannon Financial Strategists
Georgia
$73.9M +$1.51M +19,212 +2%
Cerity Partners
5
Cerity Partners
New York
$73.3M +$1.27M +16,163 +2%
GIM
6
Goelzer Investment Management
Indiana
$67M +$1.25M +15,941 +2%
NP
7
NorthRock Partners
Minnesota
$58.9M +$975K +12,438 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$57.2M +$46.8M +596,819 +448%
Ameriprise
9
Ameriprise
Minnesota
$54.2M -$2.18M -27,869 -4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$43.2M -$39.5K -504 -0.1%
Creative Planning
11
Creative Planning
Kansas
$32M -$1.91M -24,366 -6%
Morgan Stanley
12
Morgan Stanley
New York
$29.4M +$4.51M +57,504 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.3M -$6.52M -83,143 -19%
Wells Fargo
14
Wells Fargo
California
$26.1M -$3.61M -46,075 -12%
EH
15
Equitable Holdings
New York
$24.4M +$1.34M +17,117 +6%
RA
16
Rodgers & Associates
Pennsylvania
$24M +$584K +7,449 +2%
EK
17
Evensky & Katz
Florida
$23.5M -$222K -2,833 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.1M -$1.44M -18,357 -6%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$22.6M +$18.2M +232,067 +414%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$22M +$28.4K +362 +0.1%
BOPW
21
Brandywine Oak Private Wealth
Pennsylvania
$21.1M +$1.45M +18,463 +7%
KA
22
Klingman & Associates
New York
$20.5M +$560K +7,139 +3%
AFA
23
American Financial Advisors
Georgia
$20.3M -$370K -4,716 -2%
EWA
24
ERTS Wealth Advisors
Michigan
$20.1M +$126K +1,606 +0.6%
KW
25
KWB Wealth
California
$19M -$1.29M -14,801 -6%
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