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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
226
GFS Advisors
Texas
$944K -$838K -10,555 -88%
SF
227
Summit Financial
New Jersey
$938K +$612K +7,710 +181%
MCM
228
MidAtlantic Capital Management
Virginia
$936K
AB
229
Atlas Brown
Kentucky
$934K -$27K -340 -3%
Betterment LLC
230
Betterment LLC
New York
$930K -$900K -11,329 -49%
IWA
231
Invera Wealth Advisors
Oregon
$925K +$40.8K +514 +5%
AC
232
Anson Capital
Georgia
$916K -$1.24M -15,650 -57%
BFA
233
Bill Few Associates
Pennsylvania
$905K +$27.8K +350 +3%
GFWA
234
Grey Fox Wealth Advisors
Delaware
$889K -$53.4K -672 -6%
VWM
235
Valley Wealth Managers
New Jersey
$889K -$37.4K -471 -4%
SWM
236
SeaCrest Wealth Management
New York
$873K -$42.8K -539 -5%
TMWM
237
Taylor & Morgan Wealth Management
Michigan
$857K -$281K -3,539 -24%
OCM
238
One Capital Management
California
$835K +$54.2K +682 +7%
AWA
239
Arete Wealth Advisors
Illinois
$833K +$849K +10,690 New
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$829K +$292K +3,683 +53%
CF
241
Centaurus Financial
California
$826K +$20.6K +260 +3%
OMC
242
Old Mission Capital
Illinois
$822K +$834K +10,500 New
IWP
243
IAG Wealth Partners
Wisconsin
$821K -$15.3K -193 -2%
KPWS
244
Kestra Private Wealth Services
Texas
$818K +$43.8K +552 +6%
OAM
245
Occidental Asset Management
California
$798K +$11.2K +141 +1%
MWA
246
Motive Wealth Advisors
Michigan
$771K +$12.2K +153 +2%
FAIM
247
Financial Advocates Investment Management
Washington
$771K -$167K -2,109 -18%
WI
248
WrapManager Inc
California
$756K +$10K +126 +1%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$751K -$688K -8,666 -47%
BCI
250
Brinker Capital Investments
Pennsylvania
$746K +$756K +9,521 New

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.