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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
251
Texas Yale Capital Corp
Florida
$690K – – –
KPWS
252
Kestra Private Wealth Services
Texas
$680K – – –
CA
253
CGN Advisors
Kansas
$670K +$6.72K +87 +1%
AI
254
Accredited Investors
Minnesota
$669K +$62.7K +812 +10%
RTL
255
Red Tortoise LLC
Georgia
$667K +$3.86K +50 +0.6%
DWM
256
Drive Wealth Management
Utah
$663K -$112K -1,457 -15%
SL
257
Sentinus LLC
Illinois
$653K -$21.1K -273 -3%
SWM
258
Seaside Wealth Management
California
$633K -$9.51M -123,181 -94%
AWA
259
Arete Wealth Advisors
Illinois
$629K +$311K +4,023 +98%
BFA
260
Bill Few Associates
Pennsylvania
$627K +$36K +466 +6%
ACA
261
Ackerman Capital Advisors
Texas
$625K -$4.01K -52 -0.6%
CWA
262
Consilio Wealth Advisors
Washington
$623K – – –
CSWM
263
Cassady Schiller Wealth Management
Ohio
$613K – – –
WFA
264
Wellspring Financial Advisors
Ohio
$612K -$209K -2,708 -25%
MAM
265
Marquette Asset Management
Minnesota
$610K – – –
PP
266
Prudential plc
United Kingdom
$600K +$65.4K +847 +12%
CRWM
267
Castle Rock Wealth Management
California
$591K +$28.3K +369 +5%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$591K +$39.5K +512 +7%
ACM
269
Advance Capital Management
Michigan
$579K -$64.7K -838 -10%
EIA
270
Eldridge Investment Advisors
New Hampshire
$576K +$37.7K +488 +7%
WPW
271
Waldron Private Wealth
Pennsylvania
$575K -$618 -8 -0.1%
OCM
272
One Capital Management
California
$573K – – –
FHA
273
Flagship Harbor Advisors
Massachusetts
$571K +$9.42K +122 +2%
BBA
274
Braun-Bostich & Associates
Pennsylvania
$571K +$10.9K +141 +2%
CCM
275
Carlson Capital Management
Minnesota
$569K +$77 +1 +0%
9 10
11
12 13