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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.58B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.78%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
82
Increased
181
Reduced
208
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$299K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$84.7M
2
NP
2
NorthRock Partners
Minnesota
$56.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.1M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$22.2M
5
FEG
5
Financial Enhancement Group
Indiana
$17.2M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$6.34M
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$156K
3
NHT
3
New Hampshire Trust
New Hampshire
$5.34M
4
LPL Financial
4
LPL Financial
California
$128M
5
Bank of America
5
Bank of America
North Carolina
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
251
One Capital Management
California
$830K +$211K +2,536 +34%
GCM
252
G2 Capital Management
Ohio
$825K -$18.2K -219 -2%
KPWS
253
Kestra Private Wealth Services
Texas
$821K +$81.7K +981 +11%
TFP
254
Traction Financial Partners
Wyoming
$805K +$805K +9,659 New
DIS
255
Diversified Investment Strategies
Louisiana
$803K -$15.8K -190 -2%
Prudential Financial
256
Prudential Financial
New Jersey
$801K +$255K +3,062 +47%
WI
257
WrapManager Inc
California
$777K -$30.8K -370 -4%
RTL
258
Red Tortoise LLC
Georgia
$762K +$39.2K +470 +5%
EFG
259
Everhart Financial Group
Ohio
$753K +$5.25K +63 +0.7%
LA
260
LexAurum Advisors
Kansas
$742K -$52.6K -631 -7%
ASN
261
Advisory Services Network
Georgia
$741K +$52.1K +625 +8%
NL
262
Navalign LLC
California
$734K -$1.16M -13,880 -61%
JC
263
Jentner Corp
Ohio
$729K -$53.2K -638 -7%
AI
264
Accredited Investors
Minnesota
$722K – – –
MSWMA
265
Market Street Wealth Management Advisors
Indiana
$705K -$257K -3,086 -27%
TYCC
266
Texas Yale Capital Corp
Florida
$704K -$40.8K -490 -5%
PAS
267
Park Avenue Securities
New York
$699K +$133K +1,590 +23%
CFS
268
Commonwealth Financial Services
West Virginia
$687K -$243K -2,919 -26%
FTUS
269
Flow Traders U.S.
New York
$673K +$673K +8,084 New
PH
270
Pinnacle Holdings
Oklahoma
$663K +$171K +2,050 +35%
CRWM
271
Castle Rock Wealth Management
California
$663K +$37.4K +466 +6%
CSWM
272
Cassady Schiller Wealth Management
Ohio
$661K – – –
WFA
273
Wellspring Financial Advisors
Ohio
$648K +$167 +2 +0%
AWA
274
Arete Wealth Advisors
Illinois
$643K +$643K +7,720 New
ACM
275
Advance Capital Management
Michigan
$639K +$3.33K +40 +0.5%
9 10
11
12 13