State Street SPDR S&P 600 Small Cap Value ETF
SLYV
597 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, 184 increasing their positions, 245 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: 584 → 597 (+13)
2% less capital invested
Capital invested by funds: $2.74B → $2.69B (-$54M)
1.07% less ownership
Funds ownership: 66.88% → 65.8% (-1.1%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
25% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 245
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
597 institutional investors reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q1 2026, worth a combined $2.69B — down 2% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SLYV positions and 28 closed out — a net gain of 25 holders — while 184 added to existing stakes and 245 trimmed.
The largest buyer was Waverly Advisors, adding an estimated $18.4M. The largest seller was LPL Financial, cutting an estimated $46.6M.
- 597 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q1 2026, up from 584 in Q4 2025.
- Funds reported $2.69B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q1 2026, down 2% 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.