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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
326
Argent Trust Co
Tennessee
$301K – – –
PIAS
327
PCA Investment Advisory Services
Ohio
$301K +$301K +3,948 New
IDA
328
Intelligence Driven Advisers
California
$300K -$519 -7 -0.2%
FFG
329
Ford Financial Group
California
$299K -$14.8M -194,866 -98%
VWA
330
V Wealth Advisors
Kansas
$299K +$76.1K +999 +34%
AC
331
Avant Capital
Louisiana
$298K +$1.07K +14 +0.4%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$297K +$7.16K +94 +2%
FW
333
FirstPurpose Wealth
Utah
$294K +$29.3K +385 +11%
ACIM
334
Azimuth Capital Investment Management
Michigan
$293K – – –
BA
335
Ballast Advisors
Minnesota
$293K +$76.2K +1,000 +35%
IWC
336
Integrated Wealth Concepts
Massachusetts
$288K +$288K +3,776 New
CFCI
337
Comprehensive Financial Consultants Institutional
Indiana
$286K +$3.81K +50 +1%
SL
338
SWMG LLC
Texas
$285K -$562K -7,373 -66%
LIA
339
LBMC Investment Advisors
Tennessee
$281K +$1.14K +15 +0.4%
EWM
340
Empirical Wealth Management
Washington
$281K -$17.3K -227 -6%
SF
341
Summit Financial
New Jersey
$280K – – –
PCIA
342
Prime Capital Investment Advisors
Kansas
$279K -$1.3M -17,091 -82%
ACM
343
Armbruster Capital Management
New York
$278K -$18.5K -243 -6%
RWM
344
Rockwood Wealth Management
Pennsylvania
$278K -$1.68K -22 -0.6%
AWAU
345
Alliance Wealth Advisors (Utah)
Utah
$275K +$6.7K +88 +2%
TW
346
Towerpoint Wealth
California
$273K – – –
BFA
347
Beaumont Financial Advisors
Massachusetts
$272K – – –
MIP
348
Marietta Investment Partners
Wisconsin
$270K +$7.47K +98 +3%
GWP
349
Gateway Wealth Partners
Wisconsin
$270K -$16.9K -222 -6%
BPA
350
Beacon Pointe Advisors
California
$266K -$3.73K -49 -1%
12 13
14
15 16