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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
4
Charles Schwab
California
$8.16M
5
AA
5
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
MIS
4
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
251
Kestra Private Wealth Services
Texas
$642K +$3.91K +54 +0.6%
CA
252
CGN Advisors
Kansas
$629K +$796 +11 +0.1%
RTL
253
Red Tortoise LLC
Georgia
$628K +$2.39K +33 +0.4%
AI
254
Accredited Investors
Minnesota
$627K – – –
HSA
255
HBK Sorce Advisory
Pennsylvania
$608K -$150K -2,074 -20%
ASN
256
Advisory Services Network
Georgia
$599K -$88.3K -1,220 -13%
BFA
257
Bill Few Associates
Pennsylvania
$596K +$7.38K +102 +1%
IWC
258
Integrated Wealth Concepts
Massachusetts
$584K +$312K +4,307 +115%
AWM
259
Austin Wealth Management
Texas
$583K +$583K +7,897 New
CSWM
260
Cassady Schiller Wealth Management
Ohio
$574K – – –
CWM
261
Cornerstone Wealth Management
Missouri
$574K -$109K -1,505 -16%
FHA
262
Flagship Harbor Advisors
Massachusetts
$572K +$36.8K +509 +7%
TW
263
TrinityPoint Wealth
Connecticut
$570K +$90.2K +1,247 +19%
WFA
264
Wellspring Financial Advisors
Ohio
$563K -$11K -152 -2%
ACA
265
Ackerman Capital Advisors
Texas
$554K -$32K -442 -5%
ACM
266
Advance Capital Management
Michigan
$552K +$9.77K +135 +2%
CRWM
267
Castle Rock Wealth Management
California
$549K +$6.68K +95 +1%
SWM
268
Seaside Wealth Management
California
$540K -$54.1K -748 -9%
WPW
269
Waldron Private Wealth
Pennsylvania
$540K – – –
OCM
270
One Capital Management
California
$537K – – –
CCM
271
Carlson Capital Management
Minnesota
$534K – – –
DWM
272
Drive Wealth Management
Utah
$529K -$92.5K -1,278 -15%
EIA
273
Eldridge Investment Advisors
New Hampshire
$514K -$26.1K -361 -5%
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$514K -$39.8K -550 -7%
VWA
275
Visionary Wealth Advisors
Illinois
$513K -$416K -5,749 -45%
9 10
11
12 13