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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$898M
2
Ameriprise
2
Ameriprise
Minnesota
$73.4M
3
PWM
3
PRW Wealth Management
Massachusetts
$17.2M
4
LPL Financial
4
LPL Financial
California
$113M
5
Citadel Advisors
5
Citadel Advisors
Florida
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$44.1M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$36M
4
NP
4
NorthRock Partners
Minnesota
$33.2M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
376
HSBC Holdings
United Kingdom
$228K – – –
SWA
377
Sax Wealth Advisors
New Jersey
$225K – – –
CWM
378
Capital Wealth Management
Rhode Island
$220K +$220K +2,967 New
FWM
379
Foresight Wealth Management
Utah
$218K -$1.29M -17,418 -86%
VWA
380
V Wealth Advisors
Kansas
$217K +$217K +2,924 New
BWL
381
Bogart Wealth LLC
Virginia
$217K – – –
FDCC
382
Foster Dykema Cabot & Co
Massachusetts
$217K +$217K +2,920 New
VIA
383
Vickerman Investment Advisors
Washington
$216K +$216K +2,908 New
MSAM
384
Moloney Securities Asset Management
Missouri
$215K +$215K +2,891 New
PSIWM
385
Paradigm Strategies in Wealth Management
Minnesota
$213K +$213K +2,873 New
BA
386
Ballast Advisors
Minnesota
$211K -$9.06K -122 -4%
FWA
387
Freedom Wealth Alliance
Wisconsin
$205K +$205K +2,759 New
WT
388
Whittier Trust
California
$195K – – –
EWA
389
EP Wealth Advisors
California
$193K +$193K +2,597 New
RIA
390
Realta Investment Advisors
Delaware
$189K +$12.5K +169 +7%
EWM
391
Evermay Wealth Management
Virginia
$187K – – –
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$175K +$15.4K +208 +10%
SSB
393
Sandy Spring Bank
Maryland
$165K +$668 +9 +0.4%
CFFP
394
Center for Financial Planning
Michigan
$165K -$7.57K -102 -4%
CFD
395
Creative Financial Designs
Indiana
$161K +$17K +229 +12%
AWM
396
Aspire Wealth Management
Massachusetts
$156K – – –
GJIA
397
Glass Jacobson Investment Advisors
Maryland
$154K +$154K +2,081 New
HI
398
Harbour Investments
Wisconsin
$137K +$14.8K +199 +12%
IHWM
399
Iron Horse Wealth Management
Iowa
$136K +$96.6K +1,297 +245%
CIAS
400
Capital Investment Advisory Services
North Carolina
$126K -$223 -3 -0.2%
14 15
16
17 18