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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
226
GFS Advisors
Texas
$792K -$4.95K -65 -0.6%
GCM
227
G2 Capital Management
Ohio
$771K – – –
CWM
228
Cornerstone Wealth Management
Missouri
$768K +$768K +10,087 New
DWM
229
Drive Wealth Management
Utah
$765K -$6.48K -85 -0.8%
FCM
230
Firestone Capital Management
Florida
$760K +$30.8K +404 +4%
JC
231
Jentner Corp
Ohio
$742K -$54.9K -721 -7%
ASN
232
Advisory Services Network
Georgia
$727K -$3.5K -46 -0.5%
MF
233
Meridian Financial
Massachusetts
$722K +$38.2K +501 +6%
SWM
234
Seed Wealth Management
Illinois
$722K +$152K +2,000 +27%
LA
235
LexAurum Advisors
Kansas
$722K +$609 +8 +0.1%
SPC
236
Sigma Planning Corp
Michigan
$714K -$17.7K -232 -2%
OAM
237
Occidental Asset Management
California
$714K +$50.9K +668 +8%
EFG
238
Everhart Financial Group
Ohio
$713K +$80.8K +1,060 +13%
TYCC
239
Texas Yale Capital Corp
Florida
$681K +$38.1K +500 +6%
KPWS
240
Kestra Private Wealth Services
Texas
$672K +$76 +1 +0%
SL
241
Sentinus LLC
Illinois
$665K +$665K +8,730 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$662K +$9.14K +120 +1%
CA
243
CGN Advisors
Kansas
$655K -$4.8K -63 -0.7%
RTL
244
Red Tortoise LLC
Georgia
$655K +$1.45K +19 +0.2%
ACM
245
Advance Capital Management
Michigan
$635K +$11.4K +150 +2%
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$623K -$994K -13,050 -61%
ACA
247
Ackerman Capital Advisors
Texas
$620K +$88.4K +1,160 +17%
CWA
248
Consilio Wealth Advisors
Washington
$614K – – –
FWI
249
Facet Wealth Inc
Maryland
$613K +$7.69K +101 +1%
AC
250
Anson Capital
Georgia
$612K +$612K +8,034 New
8 9
10
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