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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
351
Summit Financial
New Jersey
$286K +$2.7K +35 +1%
MCM
352
MAI Capital Management
Ohio
$286K -$76.2K -987 -21%
EWM
353
Empirical Wealth Management
Washington
$285K +$77 +1 +0%
LNC
354
Lincoln National Corp
Pennsylvania
$284K -$1.88M -24,346 -87%
ACM
355
Armbruster Capital Management
New York
$281K – – –
RWM
356
Rockwood Wealth Management
Pennsylvania
$281K -$77 -1 -0%
BPA
357
Beacon Pointe Advisors
California
$279K +$9.26K +120 +3%
MIP
358
Marietta Investment Partners
Wisconsin
$277K +$3.17K +41 +1%
BA
359
Ballast Advisors
Minnesota
$275K -$22K -285 -7%
GWP
360
Gateway Wealth Partners
Wisconsin
$274K +$386 +5 +0.1%
SL
361
SWMG LLC
Texas
$274K -$14.8K -192 -5%
AWAU
362
Alliance Wealth Advisors (Utah)
Utah
$269K -$9.65K -125 -3%
AC
363
Apella Capital
Connecticut
$269K +$269K +3,488 New
AC
364
Avant Capital
Louisiana
$269K -$33.7K -437 -11%
BFA
365
Beaumont Financial Advisors
Massachusetts
$263K -$12.4K -160 -4%
PP
366
Pacifica Partners
Canada
$261K – – –
6F
367
626 Financial
Michigan
$261K – – –
FIBT
368
First International Bank & Trust
North Dakota
$259K – – –
BMCM
369
Burns Matteson Capital Management
New York
$258K – – –
LWMNY
370
Landmark Wealth Management (New York)
New York
$257K +$257K +3,330 New
PA
371
PSI Advisors
Florida
$256K -$61.8K -800 -19%
BWM
372
BCGM Wealth Management
Indiana
$252K +$252K +3,269 New
NFP
373
Narus Financial Partners
Utah
$251K – – –
VFA
374
Valeo Financial Advisors
Indiana
$250K +$1.31K +17 +0.5%
CA
375
Continuum Advisory
Idaho
$250K -$2.7K -35 -1%
13 14
15
16 17