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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
LPL Financial
1
LPL Financial
California
$424M +$12.1M +159,335 +3%
Bank of America
2
Bank of America
North Carolina
$173M -$10.3M -135,717 -6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$110M +$5.07M +66,853 +5%
CFS
4
Cannon Financial Strategists
Georgia
$76M +$804K +10,593 +1%
GIM
5
Goelzer Investment Management
Indiana
$70.6M +$2.36M +31,118 +4%
NP
6
NorthRock Partners
Minnesota
$62.9M +$2.8M +36,911 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$62.7M +$4.27M +56,229 +8%
Ameriprise
8
Ameriprise
Minnesota
$53.5M -$1.49M -19,636 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$38.8M -$6.43M -84,752 -15%
Morgan Stanley
10
Morgan Stanley
New York
$35.3M +$5.07M +66,844 +18%
Creative Planning
11
Creative Planning
Kansas
$30.4M -$2.07M -27,245 -7%
RA
12
Rodgers & Associates
Pennsylvania
$26.8M +$2.31M +30,404 +10%
EH
13
Equitable Holdings
New York
$26.1M +$1.22M +16,078 +5%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$24.7M +$1.61M +21,241 +7%
Cerity Partners
15
Cerity Partners
New York
$24.4M -$47.7M -629,230 -67%
EK
16
Evensky & Katz
Florida
$23.1M -$774K -10,205 -3%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$22.8M +$1.23M +16,247 +6%
KA
18
Klingman & Associates
New York
$22.7M +$1.69M +22,293 +9%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$22.3M -$113K -1,486 -0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.1M -$6.28M -82,786 -24%
AFA
21
American Financial Advisors
Georgia
$20.3M -$325K -4,280 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$19.4M +$2.03M +26,788 +12%
Wells Fargo
23
Wells Fargo
California
$18.4M -$7.79M -102,682 -31%
CNBT
24
Canandaigua National Bank & Trust
New York
$16.8M -$299K -3,940 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.4M -$6.76M -89,106 -30%

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.