We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
IDA
351
Intelligence Driven Advisers
California
$326K +$7.15K +90 +2%
SSW
352
Stone Summit Wealth
Florida
$326K -$54.1K -681 -14%
JP Morgan Chase
353
JP Morgan Chase
New York
$323K -$282K -3,552 -46%
AF
354
Allworth Financial
California
$321K -$1.27K -16 -0.4%
TFA
355
Tobias Financial Advisors
Florida
$313K -$4.53K -57 -1%
CTC
356
Central Trust Company
Missouri
$310K -$51.9K -653 -14%
ATC
357
Argent Trust Co
Tennessee
$310K
PIAS
358
PCA Investment Advisory Services
Ohio
$309K
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$308K -$46.6K -587 -13%
CA
360
Cornerstone Advisory
Maryland
$305K -$39.9K -502 -11%
IA
361
IFG Advisory
Georgia
$305K +$310K +3,898 New
WFA
362
Wellspring Financial Advisors
Ohio
$305K +$12.3K +155 +4%
WAG
363
Wallace Advisory Group
California
$299K -$167K -2,100 -35%
LW
364
Lauer Wealth
Indiana
$298K -$1.68M -21,142 -85%
SL
365
SWMG LLC
Texas
$297K +$14.7K +185 +5%
VCA
366
Verdence Capital Advisors
Maryland
$295K +$300K +3,773 New
MCWS
367
McKinley Carter Wealth Services
West Virginia
$290K -$79.6K -1,002 -21%
DWM
368
Drive Wealth Management
Utah
$285K -$5.64K -71 -2%
JIC
369
Johnson Investment Counsel
Ohio
$285K +$477 +6 +0.2%
MIP
370
Marietta Investment Partners
Wisconsin
$284K -$8.18K -103 -3%
CCG
371
Coastwise Capital Group
California
$284K -$84.7K -1,066 -23%
FIBT
372
First International Bank & Trust
North Dakota
$278K
WH
373
Willner & Heller
California
$278K +$1.91K +24 +0.7%
LWMNY
374
Landmark Wealth Management (New York)
New York
$278K -$24.1K -303 -8%
ACM
375
Armbruster Capital Management
New York
$278K

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.