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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$94.3M
2
DJFS
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
Charles Schwab
California
$8.16M
5
AA
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$18.8M
2
CIA
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
MIS
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
226
Quent Capital
New York
$869K +$65K +898 +8%
SWM
227
SeaCrest Wealth Management
New York
$856K +$6.01K +83 +0.7%
VWM
228
Valley Wealth Managers
New Jersey
$846K -$25.6K -354 -3%
MSWMA
229
Market Street Wealth Management Advisors
Indiana
$836K -$22.4K -310 -3%
FCM
230
Firestone Capital Management
Florida
$830K +$78.9K +1,090 +10%
IP
231
Ignite Planners
California
$818K +$818K +11,693 New
CFS
232
Commonwealth Financial Services
West Virginia
$808K +$808K +11,164 New
BCM
233
Brookstone Capital Management
Illinois
$799K -$76.1K -1,096 -9%
SWM
234
Seed Wealth Management
Illinois
$795K -$55K -760 -6%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$794K +$90.1K +1,245 +13%
MWPCG
236
Measured Wealth Private Client Group
New Hampshire
$784K +$14.2K +196 +2%
OAM
237
Occidental Asset Management
California
$777K +$81.1K +1,120 +12%
MF
238
Meridian Financial
Massachusetts
$772K +$61.6K +851 +9%
JWCA
239
J.W. Cole Advisors
Florida
$756K -$258K -3,569 -25%
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$740K +$40.8K +564 +6%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$734K +$28.9K +399 +4%
GCM
242
G2 Capital Management
Ohio
$732K – – –
DIS
243
Diversified Investment Strategies
Louisiana
$711K -$5.43K -75 -0.8%
WI
244
WrapManager Inc
California
$702K -$61.2K -845 -8%
FF
245
Financial Futures
New Jersey
$692K -$65.9K -910 -9%
LA
246
LexAurum Advisors
Kansas
$690K -$5.94K -82 -0.9%
JC
247
Jentner Corp
Ohio
$680K – – –
SPC
248
Sigma Planning Corp
Michigan
$661K -$1.01K -14 -0.2%
EFG
249
Everhart Financial Group
Ohio
$649K -$20.5K -283 -3%
TYCC
250
Texas Yale Capital Corp
Florida
$647K – – –
8 9
10
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