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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
GRP
301
Global Retirement Partners
California
$409K -$132K -1,758 -24%
CCG
302
Coastwise Capital Group
California
$408K +$1.73K +23 +0.4%
DSC
303
Duncker Streett & Co
Missouri
$408K
HFS
304
Howard Financial Services
Texas
$407K +$44.3K +590 +12%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$398K +$252K +3,359 +167%
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$397K +$179K +2,383 +80%
CA
307
Centerpoint Advisors
Massachusetts
$395K -$48.1K -641 -11%
MWM
308
Meridian Wealth Management
Kentucky
$391K -$15.6K -208 -4%
CA
309
Cetera Advisors
Colorado
$388K +$103K +1,379 +36%
SG
310
StoneX Group
New York
$387K -$1.25M -16,606 -76%
IWP
311
IAG Wealth Partners
Wisconsin
$387K +$117K +1,562 +43%
FMWA
312
Forvis Mazars Wealth Advisors
Missouri
$384K -$6.67K -89 -2%
WCA
313
Waypoint Capital Advisors
Minnesota
$378K
B
314
Bridgeworth
Alabama
$377K +$43K +573 +13%
TFA
315
Tobias Financial Advisors
Florida
$374K +$6.08K +81 +2%
DAS
316
Dynamic Advisor Solutions
Arizona
$370K +$13.7K +182 +4%
BSB
317
Bangor Savings Bank
Maine
$369K -$11.6K -155 -3%
AAS
318
Avantax Advisory Services
Texas
$368K +$3.3K +44 +0.9%
WP
319
WealthSource Partners
California
$367K +$1.35K +18 +0.4%
RSWM
320
Robertson Stephens Wealth Management
California
$367K
SSWM
321
Sheets Smith Wealth Management
North Carolina
$365K +$40.5K +540 +12%
CS
322
Crescent Sterling
Louisiana
$364K +$368K +4,900 New
IAN
323
Integrated Advisors Network
Texas
$362K -$12.2K -162 -3%
Renaissance Technologies
324
Renaissance Technologies
New York
$356K -$120K -1,600 -25%
WPWM
325
Windward Private Wealth Management
Kansas
$350K -$15K -200 -4%

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.