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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
351
Moloney Securities Asset Management
Missouri
$266K +$45.6K +598 +21%
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
$263K -$201K -2,637 -43%
6F
353
626 Financial
Michigan
$258K +$2.67K +35 +1%
JPMorgan Chase & Co
354
JPMorgan Chase & Co
New York
$257K -$197K -2,592 -43%
GWM
355
GSB Wealth Management
Connecticut
$257K +$257K +3,459 New
FIBT
356
First International Bank & Trust
North Dakota
$256K -$21K -276 -8%
BMCM
357
Burns Matteson Capital Management
New York
$254K – – –
PP
358
Pacifica Partners
Canada
$252K – – –
SWP
359
Stratos Wealth Partners
Ohio
$252K -$12.3K -161 -5%
PWM
360
PRW Wealth Management
Massachusetts
$252K -$10.1M -135,810 -98%
CA
361
Continuum Advisory
Idaho
$250K -$2.13K -28 -0.8%
NFP
362
Narus Financial Partners
Utah
$248K – – –
IWP
363
IAG Wealth Partners
Wisconsin
$246K -$151K -1,985 -38%
VFA
364
Valeo Financial Advisors
Indiana
$246K -$2.82K -37 -1%
NAM
365
NorthCrest Asset Manangement
Minnesota
$241K +$241K +3,161 New
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$240K -$2.81K -37 -1%
HSBC Holdings
367
HSBC Holdings
United Kingdom
$234K – – –
SWA
368
Sax Wealth Advisors
New Jersey
$231K – – –
BWFA
369
Baltimore-Washington Financial Advisors
Maryland
$230K -$56.1K -737 -20%
CAG
370
Csenge Advisory Group
Florida
$228K -$16.2K -213 -7%
RIA
371
Realta Investment Advisors
Delaware
$222K +$28.1K +369 +14%
FDCC
372
Foster Dykema Cabot & Co
Massachusetts
$222K – – –
PSIWM
373
Paradigm Strategies in Wealth Management
Minnesota
$220K +$610 +8 +0.3%
VIA
374
Vickerman Investment Advisors
Washington
$218K -$3.05K -40 -1%
DAS
375
Dynamic Advisor Solutions
Arizona
$215K -$164K -2,159 -43%
13 14
15
16 17