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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$18.7M
2
RIM
Redwood Investment Management
Arizona
+$18.3M
3
PWM
PRW Wealth Management
Massachusetts
+$12.8M
4
Bank of America
Bank of America
North Carolina
+$12.5M
5
MFG
Merit Financial Group
Georgia
+$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$31.3M
2
KW
KWB Wealth
California
-$29.8M
3
Creative Planning
Creative Planning
Kansas
-$22.1M
4
FNT
First National Trust
Pennsylvania
-$18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
301
Stone Summit Wealth
Florida
$428K +$19.3K +250 +5%
PWM
302
Paulson Wealth Management
Illinois
$426K +$426K +5,517 New
DSC
303
Duncker Streett & Co
Missouri
$425K +$309 +4 +0.1%
Brown Advisory
304
Brown Advisory
Maryland
$424K -$38.6K -500 -8%
HFS
305
Howard Financial Services
Texas
$424K +$386 +5 +0.1%
LEFP
306
Leading Edge Financial Planning
Tennessee
$418K -$58.3K -755 -12%
GRP
307
Global Retirement Partners
California
$414K – – –
SSWM
308
Sheets Smith Wealth Management
North Carolina
$410K +$6.56K +85 +2%
TIM
309
Thompson Investment Management
Wisconsin
$408K +$3.47K +45 +0.9%
MWM
310
Meridian Wealth Management
Kentucky
$406K +$695 +9 +0.2%
WCA
311
Waypoint Capital Advisors
Minnesota
$404K +$11.6K +150 +3%
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$399K -$3.55K -46 -0.9%
AF
313
Allworth Financial
California
$396K -$655K -8,483 -62%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$393K -$5.25K -68 -1%
HFA
315
Highland Financial Advisors
New Jersey
$393K -$27.2K -352 -6%
BSB
316
Bangor Savings Bank
Maine
$384K – – –
WP
317
WealthSource Partners
California
$384K +$926 +12 +0.2%
RSWM
318
Robertson Stephens Wealth Management
California
$382K – – –
SOS
319
Silver Oak Securities
Tennessee
$378K +$378K +4,893 New
CCG
320
Coastwise Capital Group
California
$377K +$772 +10 +0.2%
SG
321
StoneX Group
New York
$374K +$16.2K +210 +5%
AWM
322
AE Wealth Management
Kansas
$374K -$186K -2,413 -33%
WPWM
323
Windward Private Wealth Management
Kansas
$364K – – –
CA
324
Cetera Advisors
Colorado
$364K +$3.01K +39 +0.8%
IAN
325
Integrated Advisors Network
Texas
$360K -$16.8K -218 -4%
11 12
13
14 15