State Street SPDR S&P 600 Small Cap Value ETF
SLYV
600 hedge funds and large institutions have $2.69B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 247 reducing their positions, and 28 closing their positions.
89% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 28
2% more funds holding
Funds holding: 586 → 600 (+14)
0.95% less ownership
Funds ownership: 66.75% → 65.81% (-0.95%)
2% less capital invested
Capital invested by funds: $2.73B → $2.69B (-$48.8M)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
25% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 247
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$18.4M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.65M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$8.97M |
| 4 |
Morgan Stanley
New York
|
+$5.6M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$46.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$31.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$31.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$18.4M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$14.6M |
SLYV Hedge Fund Activity: Q1 2026 in Review
600 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2026, worth a combined $2.69B — down 1.8% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SLYV positions and 28 closed out — a net gain of 25 holders — while 185 added to existing stakes and 247 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $18.4M. The largest seller was LPL Financial, cutting an estimated $46.6M.
- 600 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2026, up from 586 in Q4 2025.
- Funds reported $2.69B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2026, down 1.8% quarter-over-quarter.
- 53 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q1 2026 and 28 closed out, a net change of +25 holders.
- The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q1 2026 was Waverly Advisors, an estimated $18.4M added.
- The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q1 2026 was LPL Financial, an estimated $46.6M sold.
Based on aggregated 13F filings for Q1 2026.