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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
301
Robertson Stephens Wealth Management
California
$377K – – –
IAN
302
Integrated Advisors Network
Texas
$372K – – –
CCG
303
Coastwise Capital Group
California
$372K -$47.6K -625 -11%
PTC
304
Private Trust Company
Ohio
$365K +$20K +263 +6%
WPWM
305
Windward Private Wealth Management
Kansas
$359K – – –
MCM
306
MAI Capital Management
Ohio
$358K +$358K +4,696 New
CA
307
Cetera Advisors
Colorado
$356K -$42.5K -558 -11%
SG
308
StoneX Group
New York
$353K -$44.5K -584 -11%
FA
309
Faithward Advisors
Pennsylvania
$346K -$368K -5,118 -52%
MHWM
310
Montz Harcus Wealth Management
Louisiana
$344K +$30.5K +401 +10%
CT
311
Cambridge Trust
Massachusetts
$343K +$343K +4,500 New
CA
312
Cornerstone Advisory
Maryland
$334K – – –
JPMPWA
313
J.P. Morgan Private Wealth Advisors
California
$329K +$42.3K +555 +15%
AFP
314
Ausdal Financial Partners
Iowa
$328K +$23.9K +314 +8%
B
315
Bridgeworth
Alabama
$322K -$64.8K -850 -17%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$33.5K -440 -9%
CA
317
Centerpoint Advisors
Massachusetts
$319K -$87.1K -1,142 -21%
Thrivent Financial for Lutherans
318
Thrivent Financial for Lutherans
Minnesota
$316K -$2.39M -31,385 -88%
AWA
319
Arete Wealth Advisors
Illinois
$314K -$608K -7,980 -66%
Fidelity Investments
320
Fidelity Investments
Massachusetts
$314K +$18.6K +244 +6%
PA
321
PSI Advisors
Florida
$314K -$2.44K -32 -0.8%
RGC
322
Roberts, Glore & Co
Illinois
$312K -$7.85K -103 -2%
HH
323
Hilltop Holdings
Texas
$308K -$2.36K -31 -0.8%
IA
324
IFG Advisory
Georgia
$306K +$762 +10 +0.2%
SAM
325
Silvercrest Asset Management
New York
$305K – – –
11 12
13
14 15