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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
326
HSBC Holdings
United Kingdom
$275K +$2.22K +26 +0.8%
VFA
327
Valeo Financial Advisors
Indiana
$274K -$2.56K -30 -0.9%
WP
328
WealthPLAN Partners
Nebraska
$267K +$52.5K +615 +23%
Qube Research & Technologies (QRT)
329
Qube Research & Technologies (QRT)
United Kingdom
$267K +$202K +2,365 +300%
RGC
330
Roberts, Glore & Co
Illinois
$266K +$268K +3,135 New
NA
331
NewEdge Advisors
Louisiana
$265K -$46.2K -541 -15%
SWA
332
Sax Wealth Advisors
New Jersey
$257K
US Bancorp
333
US Bancorp
Minnesota
$251K -$2.05K -24 -0.8%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$251K +$253K +2,960 New
BA
335
Ballast Advisors
Minnesota
$250K -$6.24K -73 -2%
FTUS
336
Flow Traders U.S.
New York
$247K -$285K -3,338 -53%
FDCC
337
Foster Dykema Cabot & Co
Massachusetts
$247K
MHWM
338
Montz Harcus Wealth Management
Louisiana
$247K +$249K +2,921 New
PSIWM
339
Paradigm Strategies in Wealth Management
Minnesota
$241K +$1.45K +17 +0.6%
LGWM
340
Litman Gregory Wealth Management
California
$238K
HCM
341
Hengehold Capital Management
Ohio
$235K
Fidelity Investments
342
Fidelity Investments
Massachusetts
$235K +$12.6K +148 +6%
ARC
343
Advisor Resource Council
Texas
$233K +$235K +2,749 New
Koshinski Asset Management
344
Koshinski Asset Management
Illinois
$227K +$59.2K +693 +35%
VT
345
Vise Technologies
New York
$226K +$228K +2,671 New
MCP
346
Mirador Capital Partners
California
$223K +$225K +2,632 New
GTAM
347
Global Trust Asset Management
Florida
$221K -$139K -1,628 -38%
SWP
348
Stratos Wealth Partners
Ohio
$221K
OPS
349
Orion Portfolio Solutions
Nebraska
$221K +$223K +2,610 New
KM
350
Kalos Management
Georgia
$219K +$13.7K +160 +7%

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.