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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$94.3M
2
DJFS
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
Charles Schwab
California
$8.16M
5
AA
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$18.8M
2
CIA
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
MIS
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
276
ETFidea
New York
$506K +$73.1K +1,010 +17%
Comerica Bank
277
Comerica Bank
Texas
$499K +$499K +6,897 New
MCWS
278
McKinley Carter Wealth Services
West Virginia
$498K +$72 +1 +0%
PAS
279
Park Avenue Securities
New York
$492K +$492K +6,796 New
AR
280
Apeiron RIA
Texas
$476K +$1.38K +19 +0.3%
Prudential Financial
281
Prudential Financial
New Jersey
$474K +$67.1K +927 +16%
MWA
282
Motive Wealth Advisors
Michigan
$472K +$7.17K +99 +2%
WAG
283
Wallace Advisory Group
California
$470K +$4.86K +63 +1%
Stifel Financial
284
Stifel Financial
Missouri
$463K -$46K -636 -9%
GC
285
Gilbert & Cook
Iowa
$454K -$39.6K -547 -8%
TPSF
286
Texas Permanent School Fund
Texas
$444K – – –
PB
287
Pinnacle Bancorp
Nebraska
$439K -$362 -5 -0.1%
DI
288
DFPG Investments
Utah
$438K -$779K -11,212 -64%
AAS
289
Avantax Advisory Services
Texas
$437K +$24.5K +339 +6%
PH
290
Pinnacle Holdings
Oklahoma
$428K +$4.05K +56 +1%
SSW
291
Stone Summit Wealth
Florida
$423K +$22K +304 +5%
WAM
292
Weinberger Asset Management
California
$420K +$217 +3 +0.1%
BTWM
293
Baker Tilly Wealth Management
Wisconsin
$419K -$47.8K -660 -10%
SSWM
294
Sheets Smith Wealth Management
North Carolina
$414K +$28.9K +399 +8%
RIA
295
Richwood Investment Advisors
Ohio
$410K – – –
IA
296
Insight Advisors
Pennsylvania
$407K +$1.59K +22 +0.4%
MAM
297
Marquette Asset Management
Minnesota
$400K -$171K -2,363 -30%
DSC
298
Duncker Streett & Co
Missouri
$399K +$217 +3 +0.1%
HFS
299
Howard Financial Services
Texas
$397K +$289 +4 +0.1%
Brown Advisory
300
Brown Advisory
Maryland
$397K – – –
10 11
12
13 14