SLYV icon

SPDR S&P 600 Small Cap Value ETF

531 hedge funds and large institutions have $2.58B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.78%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
82
Increased
181
Reduced
208
Closed
25
Calls
$733K
Puts
Net Calls
+$733K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$1.11M +$33.7K +405 +3%
WWM
227
Western Wealth Management
Colorado
$1.1M -$83 -1 -0%
FAN
228
Financial Advisors Network
California
$1.09M -$38.2K -458 -3%
VWM
229
Valley Wealth Managers
New Jersey
$1.09M +$116K +1,388 +12%
AB
230
Atlas Brown
Kentucky
$1.08M -$14.7K -176 -1%
FCM
231
Firestone Capital Management
Florida
$1.03M +$75.1K +902 +8%
QC
232
Quent Capital
New York
$1.02M +$16.4K +197 +2%
GFWA
233
Grey Fox Wealth Advisors
Delaware
$1M +$1M +12,029 New
GA
234
GFS Advisors
Texas
$997K -$5.91K -71 -0.6%
MCM
235
MidAtlantic Capital Management
Virginia
$996K +$996K +11,950 New
SWM
236
SeaCrest Wealth Management
New York
$973K +$21.8K +271 +2%
FAIM
237
Financial Advocates Investment Management
Washington
$962K -$2.56M -30,779 -73%
US Bancorp
238
US Bancorp
Minnesota
$960K -$246K -2,947 -20%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$960K +$45.7K +548 +5%
CF
240
Centaurus Financial
California
$950K -$2.24M -26,934 -70%
IWA
241
Invera Wealth Advisors
Oregon
$944K +$944K +11,335 New
IWP
242
IAG Wealth Partners
Wisconsin
$940K +$509K +6,109 +118%
GBWM
243
Granite Bay Wealth Management
New Hampshire
$927K
BFA
244
Bill Few Associates
Pennsylvania
$918K +$232K +2,790 +34%
WA
245
Wambolt & Associates
Colorado
$906K -$441K -5,295 -33%
MF
246
Meridian Financial
Massachusetts
$892K +$3.25K +39 +0.4%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$869K +$24.2K +290 +3%
OAM
248
Occidental Asset Management
California
$846K -$49.4K -593 -6%
MWPCG
249
Measured Wealth Private Client Group
New Hampshire
$842K -$61.2K -735 -7%
KFGK
250
Keystone Financial Group (Kentucky)
Kentucky
$835K -$16.1K -193 -2%