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State Street SPDR S&P 600 Small Cap Value ETF

453 hedge funds and large institutions have $3.84B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $2.5B → $3.84B (+$1.34B)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

2% less funds holding

Funds holding: 461453 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

2.89% less ownership

Funds ownership: 65.73%62.84% (-2.9%)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.8%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
180
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Valeo Financial Advisors
Indiana
$217K
NAM
352
NorthCrest Asset Manangement
Minnesota
$216K -$24.9K -331 -9%
AO
353
Advisor OS
Illinois
$215K -$20.6K -274 -8%
HSBC Holdings
354
HSBC Holdings
United Kingdom
$207K -$9.85K -131 -4%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$205K +$14.7K +195 +7%
SWA
356
Sax Wealth Advisors
New Jersey
$203K
CAG
357
Csenge Advisory Group
Florida
$201K +$6.92K +92 +3%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$199K -$36.9K -491 -14%
BA
359
Ballast Advisors
Minnesota
$199K -$226 -3 -0.1%
BWL
360
Bogart Wealth LLC
Virginia
$196K +$220K +2,924 New
WCG
361
Wall Capital Group
Arizona
$185K +$201K +2,679 New
SOS
362
Silver Oak Securities
Tennessee
$185K +$192K +2,552 New
WT
363
Whittier Trust
California
$176K +$40.2K +535 +26%
EWM
364
Evermay Wealth Management
Virginia
$169K
RIA
365
Realta Investment Advisors
Delaware
$160K +$179K +2,380 New
CFFP
366
Center for Financial Planning
Michigan
$156K +$7.67K +102 +5%
SSB
367
Sandy Spring Bank
Maryland
$149K +$827 +11 +0.5%
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
$144K +$14.9K +198 +10%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$142K
AWM
370
Aspire Wealth Management
Massachusetts
$141K
Jones Financial Companies
371
Jones Financial Companies
Missouri
$135K +$69.7K +927 +86%
CFD
372
Creative Financial Designs
Indiana
$130K -$1.88K -25 -1%
HI
373
Harbour Investments
Wisconsin
$119K
HNB
374
Huntington National Bank
Ohio
$115K
CIAS
375
Capital Investment Advisory Services
North Carolina
$114K -$3.91K -52 -3%

SLYV Hedge Fund Activity: Q3 2022 in Review

453 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2022, worth a combined $3.84B — up 54% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SLYV and 34 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 180 added.

The largest buyer was KWB Wealth, adding an estimated $31.1M. The largest seller was Hamilton Capital, cutting an estimated $71.2M.

  • 453 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2022, down from 461 in Q2 2022.
  • Funds reported $3.84B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2022, up 54% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2022 was KWB Wealth, an estimated $31.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2022.