SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$898M
2
Ameriprise
2
Ameriprise
Minnesota
$73.4M
3
PWM
3
PRW Wealth Management
Massachusetts
$17.2M
4
LPL Financial
4
LPL Financial
California
$113M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$44.1M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$36M
4
NP
4
NorthRock Partners
Minnesota
$33.2M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWI
251
Facet Wealth Inc
Maryland
$659K -$2.09M -25,186 -76%
CRWM
252
Castle Rock Wealth Management
California
$654K +$654K +8,063 New
KPWS
253
Kestra Private Wealth Services
Texas
$654K +$8.09K +109 +1%
MWA
254
Motive Wealth Advisors
Michigan
$653K +$49.6K +668 +8%
AR
255
Apeiron RIA
Texas
$651K -$14K -189 -2%
OAM
256
Occidental Asset Management
California
$646K +$27.9K +376 +5%
CA
257
CGN Advisors
Kansas
$643K -$335K -4,516 -34%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$637K +$245K +3,292 +62%
RTL
259
Red Tortoise LLC
Georgia
$636K +$636K +8,574 New
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$635K +$13.8K +186 +2%
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$633K -$5.54M -74,669 -90%
TYCC
262
Texas Yale Capital Corp
Florida
$626K – – –
EFG
263
Everhart Financial Group
Ohio
$616K +$113K +1,527 +23%
GC
264
Gilbert & Cook
Iowa
$609K -$17.1K -230 -3%
ACM
265
Advance Capital Management
Michigan
$608K -$100K -1,351 -14%
CWA
266
Consilio Wealth Advisors
Washington
$599K -$1.04M -13,983 -63%
MHIC
267
Marble Harbor Investment Counsel
Massachusetts
$594K – – –
CSWM
268
Cassady Schiller Wealth Management
Ohio
$589K – – –
MAM
269
Marquette Asset Management
Minnesota
$588K – – –
AT
270
American Trust
Kentucky
$587K +$256K +4,748 +77%
AI
271
Accredited Investors
Minnesota
$583K +$14.4K +194 +3%
BFA
272
Bill Few Associates
Pennsylvania
$569K +$113K +1,523 +25%
MCWS
273
McKinley Carter Wealth Services
West Virginia
$560K -$45.9K -618 -8%
CCM
274
Carlson Capital Management
Minnesota
$557K -$270K -3,644 -33%
SWM
275
Seed Wealth Management
Illinois
$555K +$555K +7,480 New
9 10
11
12 13