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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

460 hedge funds and large institutions have $2.5B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.64%
New
58
Increased
191
Reduced
147
Closed
43
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$56.2M
2
Cerity Partners
Cerity Partners
New York
+$30.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$22.2M
4
CPO
Cerity Partners OCIO
New York
+$19.2M
5
TC
Trilogy Capital
California
+$18.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$68.1M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$36.1M
3
TWM
Tradition Wealth Management
Minnesota
-$12.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$5.69M
5
Stifel Financial
Stifel Financial
Missouri
-$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
351
HSBC Holdings
United Kingdom
$232K -$2.46K -34 -1%
VIA
352
Vickerman Investment Advisors
Washington
$220K -$5.94K -82 -3%
SWA
353
Sax Wealth Advisors
New Jersey
$219K – – –
MIP
354
Marietta Investment Partners
Wisconsin
$217K -$10.6K -146 -5%
BA
355
Ballast Advisors
Minnesota
$215K +$1.59K +22 +0.7%
WAP
356
Wealthcare Advisory Partners
Pennsylvania
$215K +$215K +2,975 New
FDCC
357
Foster Dykema Cabot & Co
Massachusetts
$211K – – –
BCM
358
Brookstone Capital Management
Illinois
$210K +$210K +2,882 New
CAG
359
Csenge Advisory Group
Florida
$210K +$210K +2,895 New
Fidelity Investments
360
Fidelity Investments
Massachusetts
$207K -$34K -470 -14%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$207K -$4.33K -60 -2%
PSIWM
362
Paradigm Strategies in Wealth Management
Minnesota
$207K +$653 +9 +0.3%
BCA
363
Bay Colony Advisors
Massachusetts
$205K +$205K +2,607 New
Koshinski Asset Management
364
Koshinski Asset Management
Illinois
$201K +$4.71K +65 +2%
EWM
365
Evermay Wealth Management
Virginia
$182K +$12.3K +170 +7%
TIA
366
Tiemann Investment Advisors
California
$181K – – –
CFFP
367
Center for Financial Planning
Michigan
$161K – – –
SSB
368
Sandy Spring Bank
Maryland
$160K -$15.9K -220 -9%
IHWM
369
Iron Horse Wealth Management
Iowa
$157K -$145 -2 -0.1%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$153K -$5.8K -80 -4%
AWM
371
Aspire Wealth Management
Massachusetts
$152K -$6.02K -83 -4%
WT
372
Whittier Trust
California
$152K +$152K +2,093 New
CFD
373
Creative Financial Designs
Indiana
$142K +$9.12K +126 +7%
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$141K +$141K +1,953 New
UB
375
UMB Bank
Missouri
$135K +$36K +498 +36%
13 14
15
16 17