We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
251
Johanson Financial Advisors
California
$593K +$940 +11 +0.2%
SCM
252
Southport Capital Management
Tennessee
$591K -$33.1K -387 -5%
OCM
253
One Capital Management
California
$582K -$24.5K -287 -4%
APWM
254
Atlas Private Wealth Management
New York
$558K
FFA
255
Founders Financial Alliance
North Carolina
$545K +$256 +3 +0%
DHGWA
256
Dixon Hughes Goodman Wealth Advisors
North Carolina
$538K +$542K +6,346 New
RWM
257
Rockwood Wealth Management
Pennsylvania
$534K +$538K +6,300 New
IA
258
Insight Advisors
Pennsylvania
$531K -$1.45K -17 -0.3%
EFG
259
Everhart Financial Group
Ohio
$527K +$18.8K +220 +4%
SSW
260
Stone Summit Wealth
Florida
$520K +$524K +6,132 New
WS
261
Wedbush Securities
California
$511K -$1.45K -17 -0.3%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$511K +$289K +3,382 +128%
EWA
263
EP Wealth Advisors
California
$508K +$4.53K +53 +0.9%
WAM
264
Weinberger Asset Management
California
$505K +$509K +5,956 New
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$502K +$32.6K +382 +7%
IFG
266
Independent Financial Group
California
$500K -$15.7K -184 -3%
HH
267
Hilltop Holdings
Texas
$494K -$1.97K -23 -0.4%
VA
268
Valmark Advisers
Ohio
$492K +$225K +2,632 +83%
RIA
269
Richwood Investment Advisors
Ohio
$491K +$495K +5,800 New
JMPWA
270
JP Morgan Private Wealth Advisors
California
$485K +$196K +2,294 +67%
RSWM
271
Robertson Stephens Wealth Management
California
$481K -$63.3K -741 -12%
BFA
272
Bill Few Associates
Pennsylvania
$479K +$483K +5,658 New
DSC
273
Duncker Streett & Co
Missouri
$466K -$2.48K -29 -0.5%
DAS
274
Dynamic Advisor Solutions
Arizona
$461K +$427 +5 +0.1%
CA
275
CoreCap Advisors
Michigan
$454K +$458K +5,363 New

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.