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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.56B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.7%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
40
Increased
195
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
251
Keystone Financial Group (Kentucky)
Kentucky
$817K -$14.6K -176 -2%
MWA
252
Motive Wealth Advisors
Michigan
$804K +$381K +4,592 +90%
AA
253
Alesco Advisors
New York
$793K +$793K +9,560 New
WI
254
WrapManager Inc
California
$791K +$16.9K +204 +2%
TFP
255
Traction Financial Partners
Wyoming
$769K -$15.4K -189 -2%
LA
256
LexAurum Advisors
Kansas
$761K +$22.7K +273 +3%
RTL
257
Red Tortoise LLC
Georgia
$759K +$415 +5 +0.1%
SPC
258
Sigma Planning Corp
Michigan
$750K +$355K +4,276 +90%
GCM
259
G2 Capital Management
Ohio
$744K -$77.2K -930 -9%
CFS
260
Commonwealth Financial Services
West Virginia
$739K +$52.5K +630 +8%
EFG
261
Everhart Financial Group
Ohio
$731K -$18.7K -225 -2%
CA
262
Cetera Advisors
Colorado
$727K +$345K +4,163 +90%
DIS
263
Diversified Investment Strategies
Louisiana
$724K -$75.1K -905 -9%
JC
264
Jentner Corp
Ohio
$716K -$10.1K -122 -1%
Fidelity Investments
265
Fidelity Investments
Massachusetts
$713K +$183K +2,206 +35%
AI
266
Accredited Investors
Minnesota
$703K -$16.1K -194 -2%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$703K +$639K +7,703 +1,000%
TYCC
268
Texas Yale Capital Corp
Florida
$701K – – –
DAS
269
Diversify Advisory Services
Utah
$686K +$686K +8,385 New
PH
270
Pinnacle Holdings
Oklahoma
$659K -$1.33K -16 -0.2%
CSWM
271
Cassady Schiller Wealth Management
Ohio
$659K – – –
MWPCG
272
Measured Wealth Private Client Group
New Hampshire
$657K -$181K -2,187 -22%
TW
273
TrinityPoint Wealth
Connecticut
$649K +$79.9K +963 +14%
OIA
274
OneDigital Investment Advisors
Kansas
$647K +$103K +1,247 +19%
SL
275
Sentinus LLC
Illinois
$645K +$645K +7,769 New
9 10
11
12 13