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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$898M
2
Ameriprise
2
Ameriprise
Minnesota
$73.4M
3
PWM
3
PRW Wealth Management
Massachusetts
$17.2M
4
LPL Financial
4
LPL Financial
California
$113M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$44.1M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$36M
4
NP
4
NorthRock Partners
Minnesota
$33.2M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
351
LBMC Investment Advisors
Tennessee
$273K +$1.19K +16 +0.4%
RWM
352
Rockwood Wealth Management
Pennsylvania
$272K -$7.42K -100 -3%
AC
353
Apella Capital
Connecticut
$270K +$270K +3,642 New
FIBT
354
First International Bank & Trust
North Dakota
$270K -$2.45K -33 -0.9%
TW
355
Towerpoint Wealth
California
$266K +$266K +3,580 New
BFA
356
Beaumont Financial Advisors
Massachusetts
$265K -$56.8K -765 -18%
BPA
357
Beacon Pointe Advisors
California
$263K – – –
WH
358
Willner & Heller
California
$262K +$3.27K +44 +1%
AWAU
359
Alliance Wealth Advisors (Utah)
Utah
$262K +$262K +3,527 New
FW
360
FirstPurpose Wealth
Utah
$258K +$258K +3,469 New
SWP
361
Stratos Wealth Partners
Ohio
$257K +$12.1K +163 +5%
MIP
362
Marietta Investment Partners
Wisconsin
$256K +$30K +404 +13%
PP
363
Pacifica Partners
Canada
$253K – – –
6F
364
626 Financial
Michigan
$249K +$249K +3,351 New
BMCM
365
Burns Matteson Capital Management
New York
$248K – – –
WIM
366
WealthPlan Investment Management
Nebraska
$247K -$178K -2,116 -42%
WP
367
WealthPLAN Partners
Nebraska
$246K +$246K +2,942 New
PWA
368
Physician Wealth Advisors
Utah
$246K +$160 +2 +0.1%
CA
369
Continuum Advisory
Idaho
$245K -$1.48K -20 -0.6%
VFA
370
Valeo Financial Advisors
Indiana
$242K +$2.52K +34 +1%
AC
371
Addison Capital
Pennsylvania
$242K – – –
NFP
372
Narus Financial Partners
Utah
$241K – – –
BWM
373
BCGM Wealth Management
Indiana
$241K +$241K +3,240 New
CAG
374
Csenge Advisory Group
Florida
$238K +$16.6K +224 +7%
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$237K +$9.64K +130 +4%
13 14
15
16 17