SLYV icon

SPDR S&P 600 Small Cap Value ETF

389 hedge funds and large institutions have $2.45B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 167 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
6.83%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.54%
New
34
Increased
167
Reduced
130
Closed
27
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
301
Old Mission Capital
Illinois
$246K +$246K +3,000 New
US Bancorp
302
US Bancorp
Minnesota
$245K +$8.77K +107 +4%
FDCC
303
Foster Dykema Cabot & Co
Massachusetts
$239K +$239K +2,920 New
PSIWM
304
Paradigm Strategies in Wealth Management
Minnesota
$232K +$492 +6 +0.2%
LGWM
305
Litman Gregory Wealth Management
California
$230K +$230K +2,807 New
WP
306
WealthPLAN Partners
Nebraska
$229K +$12.1K +142 +6%
HCM
307
Hengehold Capital Management
Ohio
$227K -$12K -146 -5%
HTC
308
Haverford Trust Company
Pennsylvania
$227K
OGF
309
Orin Green Financial
California
$219K
OPWM
310
Oakwell Private Wealth Management
Texas
$219K
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$217K
Fidelity Investments
312
Fidelity Investments
Massachusetts
$216K +$42.6K +519 +25%
CTFG
313
Capstone Triton Financial Group
Oklahoma
$215K -$7.87K -91 -4%
IWC
314
Integrated Wealth Concepts
Massachusetts
$215K +$215K +2,624 New
SWP
315
Stratos Wealth Partners
Ohio
$213K +$213K +2,604 New
KM
316
Kalos Management
Georgia
$205K +$205K +2,287 New
CFD
317
Creative Financial Designs
Indiana
$188K
IHWM
318
Iron Horse Wealth Management
Iowa
$178K -$15.7K -191 -8%
IWP
319
IAG Wealth Partners
Wisconsin
$167K
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$163K +$163K +1,991 New
Simplex Trading
321
Simplex Trading
Illinois
$159K
PP
322
PrairieView Partners
Minnesota
$158K -$11.9K -145 -7%
WWM
323
Wagner Wealth Management
South Carolina
$147K -$31.3K -372 -18%
SFP
324
Sterling Financial Planning
New Jersey
$139K +$409 +5 +0.3%
BWM
325
Baystate Wealth Management
Massachusetts
$114K +$327 +4 +0.3%