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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.56B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.7%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
40
Increased
195
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$375K -$10.3K -124 -3%
VWA
352
Visionary Wealth Advisors
Illinois
$373K -$98.5K -1,187 -21%
BSB
353
Bangor Savings Bank
Maine
$372K – – –
VFA
354
Valeo Financial Advisors
Indiana
$372K +$116K +1,470 +46%
CA
355
Cornerstone Advisory
Maryland
$365K – – –
SF
356
Summit Financial
New Jersey
$354K +$9.13K +110 +3%
HIP
357
HUB Investment Partners
Texas
$349K +$349K +4,206 New
WAP
358
Wealthcare Advisory Partners
Pennsylvania
$346K -$259K -3,124 -43%
FCG
359
Fielder Capital Group
Tennessee
$345K – – –
MFG
360
Merit Financial Group
Georgia
$343K -$254K -3,185 -43%
IDA
361
Intelligence Driven Advisers
California
$338K -$8.3K -100 -2%
TFA
362
Tobias Financial Advisors
Florida
$336K -$13.8K -166 -4%
PCA
363
Prosperity Capital Advisors
Ohio
$335K -$166 -2 -0%
ATC
364
Argent Trust Co
Tennessee
$328K – – –
AWAU
365
Alliance Wealth Advisors (Utah)
Utah
$328K +$13.6K +164 +4%
PIAS
366
PCA Investment Advisory Services
Ohio
$328K -$83 -1 -0%
IWC
367
Integrated Wealth Concepts
Massachusetts
$327K -$17.5K -211 -5%
BBA
368
Braun-Bostich & Associates
Pennsylvania
$324K -$103K -1,247 -24%
BTWM
369
Baker Tilly Wealth Management
Wisconsin
$322K -$237K -2,855 -42%
LWMNY
370
Landmark Wealth Management (New York)
New York
$320K -$581 -7 -0.2%
AF
371
Allworth Financial
California
$318K -$36.8K -443 -10%
WFA
372
Wellspring Financial Advisors
Ohio
$310K -$335K -4,037 -52%
MIP
373
Marietta Investment Partners
Wisconsin
$310K +$4.98K +60 +2%
DWM
374
Drive Wealth Management
Utah
$308K -$67.3K -811 -18%
MCM
375
MAI Capital Management
Ohio
$307K +$830 +10 +0.3%
13 14
15
16 17