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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

457 hedge funds and large institutions have $2.74B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+21
Holders Change %
+4.82%
% of All Funds
7.23%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.65%
New
65
Increased
181
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
+$41.5M
2
LPL Financial
LPL Financial
California
+$27.4M
3
IWM
IHT Wealth Management
Illinois
+$22.9M
4
RIM
Redwood Investment Management
Arizona
+$21.5M
5
FCI
Financial Counselors Inc
Kansas
+$14.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$65.1M
2
DJFS
Dean Jacobson Financial Services
Texas
-$25.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.6M
4
NP
NorthRock Partners
Minnesota
-$11.8M
5
Morgan Stanley
Morgan Stanley
New York
-$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHWM
326
Montz Harcus Wealth Management
Louisiana
$304K +$60.8K +730 +25%
CA
327
Cetera Advisors
Colorado
$303K -$75.2K -904 -20%
AC
328
Avant Capital
Louisiana
$292K -$12.5K -150 -4%
WH
329
Willner & Heller
California
$292K +$2.54K +30 +0.9%
WWM
330
WT Wealth Management
Arizona
$291K -$5.93K -71 -2%
AO
331
Advisor OS
Illinois
$290K +$290K +3,478 New
CFCI
332
Comprehensive Financial Consultants Institutional
Indiana
$288K +$93.5K +1,200 +48%
BMCM
333
Burns Matteson Capital Management
New York
$278K – – –
Fidelity Investments
334
Fidelity Investments
Massachusetts
$278K +$46K +552 +20%
VAS
335
Vestmark Advisory Solutions
Massachusetts
$277K -$2.28M -27,393 -89%
RGC
336
Roberts, Glore & Co
Illinois
$273K +$12.1K +145 +5%
AC
337
Addison Capital
Pennsylvania
$272K – – –
NFP
338
Narus Financial Partners
Utah
$271K +$271K +3,250 New
HSBC Holdings
339
HSBC Holdings
United Kingdom
$270K – – –
VFA
340
Valeo Financial Advisors
Indiana
$269K – – –
WP
341
WealthPLAN Partners
Nebraska
$264K +$6.64K +85 +3%
WWM
342
Wagner Wealth Management
South Carolina
$264K +$118K +1,407 +80%
WIM
343
WealthPlan Investment Management
Nebraska
$264K +$264K +3,380 New
MIP
344
Marietta Investment Partners
Wisconsin
$262K -$65.7K -790 -20%
AAS
345
Avantax Advisory Services
Texas
$262K +$262K +3,144 New
PPW
346
Parcion Private Wealth
Washington
$257K +$257K +3,088 New
SWA
347
Sax Wealth Advisors
New Jersey
$252K – – –
CWM
348
Capital Wealth Management
Rhode Island
$251K -$107K -1,286 -30%
Vontobel Holding
349
Vontobel Holding
Switzerland
$250K +$250K +3,000 New
PWA
350
Physician Wealth Advisors
Utah
$247K -$41.2K -508 -14%
12 13
14
15 16