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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
Insight Advisors
Pennsylvania
$542K +$19.3K +230 +4%
RWA
302
Redhawk Wealth Advisors
Minnesota
$536K -$698K -8,334 -57%
SWM
303
Seaside Wealth Management
California
$527K -$7.7K -92 -1%
AI
304
Atria Investments
North Carolina
$510K -$118K -1,406 -19%
IWS
305
Integrity Wealth Solutions
Colorado
$507K -$64.2K -767 -12%
HH
306
Hilltop Holdings
Texas
$504K +$11.9K +142 +3%
RIA
307
Richwood Investment Advisors
Ohio
$490K
MHWM
308
Montz Harcus Wealth Management
Louisiana
$489K +$1.76K +21 +0.4%
SA
309
SpiderRock Advisors
Delaware
$483K +$465K +5,561 New
SPL
310
Smart Portfolios LLC
Washington
$482K -$2.51K -30 -0.5%
DSC
311
Duncker Streett & Co
Missouri
$480K +$335 +4 +0.1%
GJIA
312
Glass Jacobson Investment Advisors
Maryland
$480K -$3.52K -42 -0.8%
GT
313
Glenview Trust
Kentucky
$477K +$460K +5,496 New
WPW
314
Waldron Private Wealth
Pennsylvania
$476K
WAM
315
Weinberger Asset Management
California
$476K -$6.7K -80 -1%
MHIC
316
Marble Harbor Investment Counsel
Massachusetts
$473K
AH
317
Addis & Hill
Pennsylvania
$473K
PWG
318
Portside Wealth Group
Utah
$471K -$1.67K -20 -0.4%
JWCA
319
J.W. Cole Advisors
Florida
$469K +$204K +2,440 +82%
HFS
320
Howard Financial Services
Texas
$469K +$1.17K +14 +0.3%
CA
321
CGN Advisors
Kansas
$467K -$4.86K -58 -1%
Bank of New York Mellon
322
Bank of New York Mellon
New York
$453K +$56.1K +670 +15%
AA
323
Alesco Advisors
New York
$450K -$50.2K -600 -10%
MSWMA
324
Market Street Wealth Management Advisors
Indiana
$446K -$36.6K -437 -8%
NL
325
Navalign LLC
California
$446K +$28.5K +341 +7%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.