SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$94.3M
2
DJFS
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
Charles Schwab
California
$8.16M
5
AA
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$18.8M
2
CIA
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
MIS
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
351
Lincoln National Corp
Pennsylvania
$267K +$1.16K +16 +0.4%
CHP
352
Cable Hill Partners
Oregon
$266K +$266K +3,675 New
MCM
353
MAI Capital Management
Ohio
$266K -$2.75K -38 -1%
ACM
354
Armbruster Capital Management
New York
$264K – – –
CFCI
355
Comprehensive Financial Consultants Institutional
Indiana
$263K – – –
AWAU
356
Alliance Wealth Advisors (Utah)
Utah
$263K +$10.1K +140 +4%
PA
357
Pinnacle Associates
New York
$262K +$262K +3,626 New
LIA
358
LBMC Investment Advisors
Tennessee
$261K +$1.4K +20 +0.5%
FA
359
Faithward Advisors
Pennsylvania
$260K -$70 -1 -0%
CA
360
Cetera Advisors
Colorado
$259K -$81.9K -1,131 -24%
AC
361
Apella Capital
Connecticut
$255K +$3.04K +42 +1%
ACIM
362
Azimuth Capital Investment Management
Michigan
$253K -$76K -1,050 -23%
SL
363
SWMG LLC
Texas
$252K -$4.34K -60 -2%
LWMNY
364
Landmark Wealth Management (New York)
New York
$251K +$9.85K +136 +4%
BPA
365
Beacon Pointe Advisors
California
$248K -$14.3K -198 -5%
NAM
366
NorthCrest Asset Manangement
Minnesota
$246K +$16.9K +233 +7%
MIP
367
Marietta Investment Partners
Wisconsin
$245K -$14K -193 -5%
6F
368
626 Financial
Michigan
$245K – – –
PA
369
PSI Advisors
Florida
$244K +$3.4K +47 +1%
FIBT
370
First International Bank & Trust
North Dakota
$243K – – –
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$37.4K +517 +18%
BMCM
372
Burns Matteson Capital Management
New York
$242K – – –
PP
373
Pacifica Partners
Canada
$239K – – –
BWM
374
BCGM Wealth Management
Indiana
$238K +$1.23K +17 +0.5%
AC
375
Avant Capital
Louisiana
$237K -$14.5K -200 -6%
13 14
15
16 17