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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
LPL Financial
1
LPL Financial
California
$404M +$308M +3,631,170 +239%
Bank of America
2
Bank of America
North Carolina
$181M -$31.4M -369,875 -14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$103M +$309K +3,641 +0.3%
CFS
4
Cannon Financial Strategists
Georgia
$73.9M +$1.63M +19,212 +2%
Cerity Partners
5
Cerity Partners
New York
$73.3M +$1.37M +16,163 +2%
GIM
6
Goelzer Investment Management
Indiana
$67M +$1.35M +15,941 +2%
NP
7
NorthRock Partners
Minnesota
$58.9M +$1.05M +12,438 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$57.2M +$50.6M +596,819 +448%
Ameriprise
9
Ameriprise
Minnesota
$54.2M -$2.36M -27,869 -4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$43.2M -$42.7K -504 -0.1%
Creative Planning
11
Creative Planning
Kansas
$32M -$2.07M -24,366 -6%
Morgan Stanley
12
Morgan Stanley
New York
$29.4M +$4.88M +57,504 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.3M -$7.05M -83,143 -19%
Wells Fargo
14
Wells Fargo
California
$26.1M -$3.91M -46,075 -12%
EH
15
Equitable Holdings
New York
$24.4M +$1.45M +17,117 +6%
RA
16
Rodgers & Associates
Pennsylvania
$24M +$632K +7,449 +2%
EK
17
Evensky & Katz
Florida
$23.5M -$240K -2,833 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$23.1M -$1.56M -18,357 -6%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$22.6M +$19.7M +232,067 +414%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$22M +$30.7K +362 +0.1%
BOPW
21
Brandywine Oak Private Wealth
Pennsylvania
$21.1M +$1.57M +18,463 +7%
KA
22
Klingman & Associates
New York
$20.5M +$605K +7,139 +3%
AFA
23
American Financial Advisors
Georgia
$20.3M -$400K -4,716 -2%
EWA
24
ERTS Wealth Advisors
Michigan
$20.1M +$136K +1,606 +0.6%
KW
25
KWB Wealth
California
$19M -$1.26M -14,801 -6%

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.