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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street 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, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
351
Summit Financial
New Jersey
$273K
LIA
352
LBMC Investment Advisors
Tennessee
$273K +$1.2K +16 +0.4%
RWM
353
Rockwood Wealth Management
Pennsylvania
$272K -$7.5K -100 -3%
AC
354
Apella Capital
Connecticut
$270K +$273K +3,642 New
FIBT
355
First International Bank & Trust
North Dakota
$270K -$2.48K -33 -0.9%
TW
356
Towerpoint Wealth
California
$266K +$269K +3,580 New
BFA
357
Beaumont Financial Advisors
Massachusetts
$265K -$57.4K -765 -18%
BPA
358
Beacon Pointe Advisors
California
$263K
WH
359
Willner & Heller
California
$262K +$3.3K +44 +1%
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$262K +$265K +3,527 New
FW
361
FirstPurpose Wealth
Utah
$258K +$260K +3,469 New
SWP
362
Stratos Wealth Partners
Ohio
$257K +$12.2K +163 +5%
MIP
363
Marietta Investment Partners
Wisconsin
$256K +$30.3K +404 +13%
PP
364
Pacifica Partners
Canada
$253K
6F
365
626 Financial
Michigan
$249K +$251K +3,351 New
BMCM
366
Burns Matteson Capital Management
New York
$248K
WIM
367
WealthPlan Investment Management
Nebraska
$247K -$159K -2,116 -42%
WP
368
WealthPLAN Partners
Nebraska
$246K +$221K +2,942 New
PWA
369
Physician Wealth Advisors
Utah
$246K +$150 +2 +0.1%
CA
370
Continuum Advisory
Idaho
$245K -$1.5K -20 -0.6%
VFA
371
Valeo Financial Advisors
Indiana
$242K +$2.55K +34 +1%
AC
372
Addison Capital
Pennsylvania
$242K
NFP
373
Narus Financial Partners
Utah
$241K
BWM
374
BCGM Wealth Management
Indiana
$241K +$243K +3,240 New
CAG
375
Csenge Advisory Group
Florida
$238K +$16.8K +224 +7%

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.