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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$94.3M
2
DJFS
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
Charles Schwab
California
$8.16M
5
AA
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$18.8M
2
CIA
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
MIS
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
AE Wealth Management
Kansas
$397K +$46.5K +643 +13%
TIM
302
Thompson Investment Management
Wisconsin
$395K +$12.9K +178 +3%
MHIC
303
Marble Harbor Investment Counsel
Massachusetts
$394K -$65.1K -900 -14%
BSB
304
Bangor Savings Bank
Maine
$381K +$21.1K +291 +6%
LEFP
305
Leading Edge Financial Planning
Tennessee
$376K -$15.3K -212 -4%
CTC
306
Central Trust Company
Missouri
$376K -$28.8K -398 -7%
IWP
307
IAG Wealth Partners
Wisconsin
$375K +$142K +1,960 +61%
GRP
308
Global Retirement Partners
California
$374K -$2.31K -33 -0.6%
TI
309
Trexquant Investment
Connecticut
$371K +$165K +2,278 +80%
PWM
310
Paulson Wealth Management
Illinois
$365K -$34.2K -472 -9%
TFA
311
Tobias Financial Advisors
Florida
$364K -$54.1K -748 -13%
MCCP
312
Mission Creek Capital Partners
California
$362K +$71.4K +987 +25%
WP
313
WealthSource Partners
California
$361K +$1.52K +21 +0.4%
RSWM
314
Robertson Stephens Wealth Management
California
$358K – – –
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$355K +$77.4K +1,070 +28%
CCG
316
Coastwise Capital Group
California
$352K -$1.81K -25 -0.5%
CS
317
Crescent Sterling
Louisiana
$351K -$57.9K -800 -14%
WCA
318
Waypoint Capital Advisors
Minnesota
$349K -$30K -415 -8%
HFA
319
Highland Financial Advisors
New Jersey
$345K -$23K -318 -6%
AFP
320
Ausdal Financial Partners
Iowa
$344K +$19.2K +265 +6%
SG
321
StoneX Group
New York
$343K -$7.09K -98 -2%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$342K -$32.9K -455 -9%
WPWM
323
Windward Private Wealth Management
Kansas
$341K – – –
FW
324
FirstPurpose Wealth
Utah
$339K +$7.45K +103 +2%
AF
325
Allworth Financial
California
$338K -$33.2K -459 -9%
11 12
13
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