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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
CG
351
Colony Group
Massachusetts
$217K +$219K +2,560 New
CC
352
Courier Capital
New York
$216K +$218K +2,547 New
BWM
353
BCS Wealth Management
Tennessee
$216K +$218K +2,555 New
SMA
354
Sage Mountain Advisors
Georgia
$214K +$183K +2,139 +550%
MPCL
355
My Personal CFO LLC
Washington
$214K +$216K +2,528 New
TIA
356
Tiemann Investment Advisors
California
$211K -$85.4K -1,000 -29%
CTFG
357
Capstone Triton Financial Group
Oklahoma
$211K
JCIA
358
Jackson Creek Investment Advisors
Colorado
$206K -$87.9K -1,029 -30%
CFCI
359
Comprehensive Financial Consultants Institutional
Indiana
$206K +$213K +2,496 New
IWP
360
IAG Wealth Partners
Wisconsin
$205K +$33.4K +391 +19%
SCA
361
Sandy Cove Advisors
Massachusetts
$203K +$205K +2,399 New
BPA
362
Beacon Pointe Advisors
California
$202K -$65.6K -768 -24%
AWM
363
Aspire Wealth Management
Massachusetts
$199K +$201K +2,353 New
CFD
364
Creative Financial Designs
Indiana
$188K -$5.89K -69 -3%
CFFP
365
Center for Financial Planning
Michigan
$188K +$189K +2,217 New
IHWM
366
Iron Horse Wealth Management
Iowa
$184K
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$181K -$131K -1,529 -42%
PP
368
Pacifica Partners
Canada
$154K +$152K +1,784 New
WWMSC
369
Wagner Wealth Management (South Carolina)
South Carolina
$148K +$171 +2 +0.1%
MCC
370
Money Concepts Capital
Florida
$141K +$143K +1,670 New
PP
371
PrairieView Partners
Minnesota
$131K -$33.4K -391 -20%
CIAS
372
Capital Investment Advisory Services
North Carolina
$123K +$29K +339 +30%
BWM
373
Baystate Wealth Management
Massachusetts
$119K +$1.02K +12 +0.9%
UB
374
UMB Bank
Missouri
$116K +$117K +1,368 New
CFGS
375
Concourse Financial Group Securities
Alabama
$109K +$24.3K +284 +28%

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.