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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Seed Wealth Management
Illinois
$586K
MA
277
MONECO Advisors
Connecticut
$584K +$592K +7,460 New
AO
278
Advisor OS
Illinois
$577K
WCM
279
Winthrop Capital Management
Indiana
$572K +$25.7K +324 +5%
IWC
280
Integrated Wealth Concepts
Massachusetts
$571K +$266K +3,352 +85%
AI
281
Atria Investments
North Carolina
$570K +$578K +7,279 New
AWM
282
Austin Wealth Management
Texas
$570K
VPWA
283
Vestia Personal Wealth Advisors
Indiana
$568K +$576K +7,257 New
SPC
284
Sigma Planning Corp
Michigan
$567K -$143K -1,798 -20%
MPCA
285
Madison Park Capital Advisors
Washington
$562K +$10.6K +134 +2%
HF
286
HRT Financial
New York
$558K +$566K +7,126 New
HFA
287
Highland Financial Advisors
New Jersey
$555K +$184K +2,311 +48%
FA
288
Fiducient Advisors
Illinois
$543K
MA
289
MJP Associates
Connecticut
$543K
US Bancorp
290
US Bancorp
Minnesota
$543K -$286K -3,604 -34%
IFG
291
Independent Financial Group
California
$533K -$5.08K -64 -0.9%
MWPCG
292
Measured Wealth Private Client Group
New Hampshire
$529K -$92.4K -1,163 -15%
IWS
293
Integrity Wealth Solutions
Colorado
$518K -$15.4K -194 -3%
AFP
294
Ausdal Financial Partners
Iowa
$513K +$90.8K +1,143 +21%
PP
295
Prudential plc
United Kingdom
$509K -$76.2K -960 -13%
AR
296
Apeiron RIA
Texas
$506K -$1.99K -25 -0.4%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$504K +$2.41M +30,284 +422%
FEG
298
Financial Enhancement Group
Indiana
$502K -$17.9M -225,018 -97%
SWM
299
Seaside Wealth Management
California
$482K -$2.22K -28 -0.5%
FNWA
300
Financial Network Wealth Advisors
Utah
$475K -$691K -8,707 -59%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.