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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
276
Central Trust Company
Missouri
$533K +$461K +6,149 +599%
PP
277
Prudential plc
United Kingdom
$532K -$24K -320 -4%
EIA
278
Eldridge Investment Advisors
New Hampshire
$520K +$25.7K +343 +5%
ACA
279
Ackerman Capital Advisors
Texas
$518K -$464K -6,183 -47%
BTWM
280
Baker Tilly Wealth Management
Wisconsin
$508K +$35.1K +468 +7%
PAS
281
Park Avenue Securities
New York
$504K +$509K +6,791 New
AWM
282
AE Wealth Management
Kansas
$504K +$8.78K +117 +2%
WPW
283
Waldron Private Wealth
Pennsylvania
$500K
OCM
284
One Capital Management
California
$495K -$6K -80 -1%
IFG
285
Independent Financial Group
California
$491K -$10.5K -140 -2%
BBA
286
Braun-Bostich & Associates
Pennsylvania
$486K -$19.1K -255 -4%
PB
287
Pinnacle Bancorp
Nebraska
$462K
E
288
ETFidea
New York
$457K +$19.7K +263 +4%
LEFP
289
Leading Edge Financial Planning
Tennessee
$455K +$460K +6,127 New
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$451K -$31.7K -423 -7%
WAG
291
Wallace Advisory Group
California
$444K +$449K +5,981 New
SSW
292
Stone Summit Wealth
Florida
$443K +$9.07K +121 +2%
JP Morgan Chase
293
JP Morgan Chase
New York
$443K +$423K +5,637 +1,703%
PH
294
Pinnacle Holdings
Oklahoma
$433K -$2.02K -27 -0.5%
RIA
295
Richwood Investment Advisors
Ohio
$430K
WAM
296
Weinberger Asset Management
California
$430K -$12.8K -171 -3%
HFA
297
Highland Financial Advisors
New Jersey
$426K -$19.9K -265 -4%
MFWP
298
Mosaic Family Wealth Partners
Missouri
$425K +$430K +5,731 New
IA
299
Insight Advisors
Pennsylvania
$417K +$56K +747 +15%
TIM
300
Thompson Investment Management
Wisconsin
$415K +$9.53K +127 +2%

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.