SLYV icon

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 %
CWA
326
Consilio Wealth Advisors
Washington
$338K -$226K -3,237 -40%
IAN
327
Integrated Advisors Network
Texas
$336K -$1.01K -14 -0.3%
MWM
328
Meridian Wealth Management
Kentucky
$335K -$45.5K -629 -12%
SAM
329
Silvercrest Asset Management
New York
$333K – – –
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$332K -$37.1K -512 -10%
MHWM
331
Montz Harcus Wealth Management
Louisiana
$324K -$91.8K -1,268 -22%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$320K +$34.5K +477 +12%
CA
333
Cornerstone Advisory
Maryland
$319K +$2.17K +30 +0.7%
PCIA
334
Prime Capital Investment Advisors
Kansas
$318K -$12.4K -171 -4%
Renaissance Technologies
335
Renaissance Technologies
New York
$318K -$173K -2,400 -35%
B
336
Bridgeworth
Alabama
$318K +$1.81K +25 +0.6%
AWM
337
Accel Wealth Management
Iowa
$304K – – –
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$303K +$159K +2,193 +110%
HH
339
Hilltop Holdings
Texas
$299K +$7.45K +103 +3%
IDA
340
Intelligence Driven Advisers
California
$296K +$21.9K +313 +8%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$296K +$76.1K +1,051 +35%
PTC
342
Private Trust Company
Ohio
$295K +$128K +1,772 +77%
IA
343
IFG Advisory
Georgia
$294K +$294K +4,066 New
RGC
344
Roberts, Glore & Co
Illinois
$288K -$8.76K -121 -3%
ATC
345
Argent Trust Co
Tennessee
$286K – – –
PIAS
346
PCA Investment Advisory Services
Ohio
$286K – – –
CA
347
Centerpoint Advisors
Massachusetts
$277K -$11.1K -154 -4%
SF
348
Summit Financial
New Jersey
$269K – – –
JPMPWA
349
J.P. Morgan Private Wealth Advisors
California
$267K -$2.17K -30 -0.8%
EWM
350
Empirical Wealth Management
Washington
$267K +$72 +1 +0%
12 13
14
15 16