We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
Armbruster Capital Management
New York
$449K +$453K +5,301 New
HFS
277
Howard Financial Services
Texas
$447K -$15.5K -181 -3%
MWAM
278
Manhattan West Asset Management
California
$438K +$442K +5,170 New
WPWM
279
Windward Private Wealth Management
Kansas
$436K
WCA
280
Waypoint Capital Advisors
Minnesota
$432K +$436K +5,099 New
IAN
281
Integrated Advisors Network
Texas
$431K -$8.63K -101 -2%
Wolverine Trading
282
Wolverine Trading
Illinois
$430K +$433K +5,068 New
BWFA
283
Baltimore-Washington Financial Advisors
Maryland
$425K -$31.5K -369 -7%
WP
284
WealthSource Partners
California
$415K +$2.73K +32 +0.7%
FHA
285
Flagship Harbor Advisors
Massachusetts
$404K +$407K +4,768 New
EWM
286
Empirical Wealth Management
Washington
$397K +$4.87K +57 +1%
AFP
287
Ausdal Financial Partners
Iowa
$388K -$5.81K -68 -1%
BSB
288
Bangor Savings Bank
Maine
$387K +$9.14K +107 +2%
CA
289
Cetera Advisors
Colorado
$385K -$7.86K -92 -2%
PH
290
Pinnacle Holdings
Oklahoma
$380K +$3.59K +42 +0.9%
MWA
291
Motive Wealth Advisors
Michigan
$379K -$14.6K -171 -4%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$365K -$2.13K -25 -0.6%
CWM
293
Capital Wealth Management
Rhode Island
$363K +$61.5K +720 +20%
PB
294
Pinnacle Bancorp
Nebraska
$355K
BNP Paribas Financial Markets
295
BNP Paribas Financial Markets
France
$351K +$354K +4,145 New
SSWM
296
Sheets Smith Wealth Management
North Carolina
$351K +$22.8K +267 +7%
PAS
297
Park Avenue Securities
New York
$349K +$43.7K +512 +14%
SAM
298
Silvercrest Asset Management
New York
$347K -$51.2K -600 -13%
TIM
299
Thompson Investment Management
Wisconsin
$345K -$769 -9 -0.2%
AssetMark Inc
300
AssetMark Inc
California
$345K +$348K +4,071 New

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.