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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
251
American Trust
Kentucky
$609K +$279 +5 +0%
CSWM
252
Cassady Schiller Wealth Management
Ohio
$605K – – –
MAM
253
Marquette Asset Management
Minnesota
$602K -$1.6K -21 -0.3%
AI
254
Accredited Investors
Minnesota
$599K – – –
AR
255
Apeiron RIA
Texas
$590K -$77.3K -1,015 -12%
MHIC
256
Marble Harbor Investment Counsel
Massachusetts
$590K -$19K -250 -3%
BFA
257
Bill Few Associates
Pennsylvania
$584K – – –
Jones Financial Companies
258
Jones Financial Companies
Missouri
$581K +$172K +2,262 +42%
GC
259
Gilbert & Cook
Iowa
$571K -$53.6K -703 -9%
WPW
260
Waldron Private Wealth
Pennsylvania
$569K +$152 +2 +0%
MCWS
261
McKinley Carter Wealth Services
West Virginia
$568K -$6.4K -84 -1%
OCM
262
One Capital Management
California
$566K +$57.3K +752 +11%
CCM
263
Carlson Capital Management
Minnesota
$562K -$9.45K -124 -2%
BTWM
264
Baker Tilly Wealth Management
Wisconsin
$556K +$34.6K +454 +7%
FHA
265
Flagship Harbor Advisors
Massachusetts
$554K -$1.09M -14,263 -66%
AWM
266
AE Wealth Management
Kansas
$553K +$35.3K +464 +7%
BBA
267
Braun-Bostich & Associates
Pennsylvania
$552K +$53.9K +707 +11%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$544K -$108K -1,424 -17%
EIA
269
Eldridge Investment Advisors
New Hampshire
$532K -$1.91K -25 -0.4%
CRWM
270
Castle Rock Wealth Management
California
$531K -$52.1K -721 -9%
PP
271
Prudential plc
United Kingdom
$527K -$19K -250 -3%
CTC
272
Central Trust Company
Missouri
$512K -$34.8K -457 -6%
MWA
273
Motive Wealth Advisors
Michigan
$491K -$179K -2,356 -27%
Stifel Financial
274
Stifel Financial
Missouri
$490K -$44.8M -587,673 -99%
LEFP
275
Leading Edge Financial Planning
Tennessee
$470K +$3.12K +41 +0.7%
9 10
11
12 13