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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWI
276
Facet Wealth Inc
Maryland
$568K -$81.4K -1,009 -13%
OFG
277
Oxford Financial Group
Indiana
$559K +$559K +7,245 New
Stifel Financial
278
Stifel Financial
Missouri
$542K +$46.3K +600 +9%
MCWS
279
McKinley Carter Wealth Services
West Virginia
$531K -$44K -570 -8%
GC
280
Gilbert & Cook
Iowa
$527K -$52.3K -677 -9%
Renaissance Technologies
281
Renaissance Technologies
New York
$525K +$525K +6,800 New
TW
282
TrinityPoint Wealth
Connecticut
$512K +$300K +3,885 +141%
AR
283
Apeiron RIA
Texas
$506K -$92K -1,192 -15%
BTWM
284
Baker Tilly Wealth Management
Wisconsin
$498K -$66.1K -856 -12%
MWA
285
Motive Wealth Advisors
Michigan
$496K -$1.31K -17 -0.3%
MHIC
286
Marble Harbor Investment Counsel
Massachusetts
$490K -$108K -1,400 -18%
TPSF
287
Texas Permanent School Fund
Texas
$474K +$474K +6,136 New
PB
288
Pinnacle Bancorp
Nebraska
$469K -$7.02K -91 -1%
E
289
ETFidea
New York
$462K -$2.86K -37 -0.6%
WAG
290
Wallace Advisory Group
California
$459K – – –
PH
291
Pinnacle Holdings
Oklahoma
$452K +$2.32K +30 +0.5%
WAM
292
Weinberger Asset Management
California
$447K +$232 +3 +0.1%
TFA
293
Tobias Financial Advisors
Florida
$446K +$31.6K +410 +8%
MHWM
294
Montz Harcus Wealth Management
Louisiana
$443K +$94.6K +1,225 +27%
AAS
295
Avantax Advisory Services
Texas
$440K +$42.6K +552 +11%
RIA
296
Richwood Investment Advisors
Ohio
$437K – – –
CS
297
Crescent Sterling
Louisiana
$436K -$3.86K -50 -0.9%
Prudential Financial
298
Prudential Financial
New Jersey
$434K +$434K +5,624 New
IA
299
Insight Advisors
Pennsylvania
$432K -$2.78K -36 -0.6%
CTC
300
Central Trust Company
Missouri
$432K -$87.2K -1,129 -17%
10 11
12
13 14