SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
226
American Trust
Kentucky
$868K +$26.8K +347 +3%
QC
227
Quent Capital
New York
$858K +$13.4K +174 +2%
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$832K +$832K +19,251 New
MWPCG
229
Measured Wealth Private Client Group
New Hampshire
$822K -$1.54K -20 -0.2%
FCM
230
Firestone Capital Management
Florida
$821K +$32.2K +407 +4%
WI
231
WrapManager Inc
California
$814K -$104K -1,349 -11%
HSA
232
HBK Sorce Advisory
Pennsylvania
$809K -$1.44M -18,626 -64%
FF
233
Financial Futures
New Jersey
$808K -$108K -1,405 -12%
TRCT
234
Tower Research Capital (TRC)
New York
$803K -$2.04M -26,387 -72%
IAIM
235
International Assets Investment Management
Florida
$803K +$803K +8,728 New
GCM
236
G2 Capital Management
Ohio
$781K – – –
DIS
237
Diversified Investment Strategies
Louisiana
$764K -$45K -583 -6%
GA
238
GFS Advisors
Texas
$763K -$39.1K -507 -5%
MF
239
Meridian Financial
Massachusetts
$758K +$25.9K +335 +4%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$752K +$80.5K +1,042 +12%
Jones Financial Companies
241
Jones Financial Companies
Missouri
$751K +$162K +2,096 +27%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$745K +$745K +9,655 New
CA
243
CoreCap Advisors
Michigan
$744K +$744K +9,637 New
OAM
244
Occidental Asset Management
California
$743K +$19.4K +251 +3%
LA
245
LexAurum Advisors
Kansas
$742K +$11.1K +144 +2%
ASN
246
Advisory Services Network
Georgia
$733K -$4.4K -57 -0.6%
CWM
247
Cornerstone Wealth Management
Missouri
$728K -$50.2K -650 -6%
JC
248
Jentner Corp
Ohio
$725K -$27K -350 -4%
EFG
249
Everhart Financial Group
Ohio
$714K -$8.26K -107 -1%
SPC
250
Sigma Planning Corp
Michigan
$706K -$17.3K -224 -2%
8 9
10
11 12