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State Street SPDR S&P 600 Small Cap Value ETF

453 hedge funds and large institutions have $3.84B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $2.5B → $3.84B (+$1.34B)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

2% less funds holding

Funds holding: 461453 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

2.89% less ownership

Funds ownership: 65.73%62.84% (-2.9%)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.8%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
180
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
226
Quent Capital
New York
$733K +$5.11K +68 +0.6%
GP
227
Girard Partners
Pennsylvania
$730K -$73.6K -978 -8%
JC
228
Jentner Corp
Ohio
$719K -$3.38K -45 -0.4%
WFA
229
Wellspring Financial Advisors
Ohio
$712K +$1.13K +15 +0.1%
GA
230
GFS Advisors
Texas
$703K -$13.5K -179 -2%
GCM
231
G2 Capital Management
Ohio
$679K
FA
232
Faithward Advisors
Pennsylvania
$667K -$47.6K -633 -6%
LA
233
LexAurum Advisors
Kansas
$647K -$3.38K -45 -0.5%
APA
234
American Portfolios Advisors
New York
$646K +$59.7K +794 +9%
SPC
235
Sigma Planning Corp
Michigan
$645K -$70.5K -938 -9%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$644K +$721K +9,586 New
ACM
237
Advance Capital Management
Michigan
$640K +$204K +2,708 +40%
GLA
238
Good Life Advisors
Pennsylvania
$639K +$57.9K +770 +9%
VWM
239
Valley Wealth Managers
New Jersey
$637K -$52.6K -700 -7%
GC
240
Gilbert & Cook
Iowa
$630K -$60K -798 -9%
SL
241
SWMG LLC
Texas
$626K +$701K +9,323 New
AR
242
Apeiron RIA
Texas
$622K +$674K +8,958 New
DIS
243
Diversified Investment Strategies
Louisiana
$607K -$60.1K -799 -8%
CWM
244
Cornerstone Wealth Management
Missouri
$602K -$25K -332 -4%
KPWS
245
Kestra Private Wealth Services
Texas
$584K -$2.18K -29 -0.3%
FHA
246
Flagship Harbor Advisors
Massachusetts
$581K +$23.8K +317 +4%
MF
247
Meridian Financial
Massachusetts
$569K +$15K +200 +2%
TYCC
248
Texas Yale Capital Corp
Florida
$567K +$32K +425 +5%
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$562K +$406K +5,401 +182%
GRP
250
Global Retirement Partners
California
$559K -$465K -6,179 -46%

SLYV Hedge Fund Activity: Q3 2022 in Review

453 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2022, worth a combined $3.84B — up 54% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SLYV and 34 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 180 added.

The largest buyer was KWB Wealth, adding an estimated $31.1M. The largest seller was Hamilton Capital, cutting an estimated $71.2M.

  • 453 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2022, down from 461 in Q2 2022.
  • Funds reported $3.84B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2022, up 54% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2022 was KWB Wealth, an estimated $31.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2022.