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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street 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, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$237K +$9.75K +130 +4%
HSBC Holdings
377
HSBC Holdings
United Kingdom
$228K
SWA
378
Sax Wealth Advisors
New Jersey
$225K
CWM
379
Capital Wealth Management
Rhode Island
$220K +$223K +2,967 New
FWM
380
Foresight Wealth Management
Utah
$218K -$1.31M -17,418 -86%
VWA
381
V Wealth Advisors
Kansas
$217K +$219K +2,924 New
BWL
382
Bogart Wealth LLC
Virginia
$217K
FDCC
383
Foster Dykema Cabot & Co
Massachusetts
$217K +$219K +2,920 New
VIA
384
Vickerman Investment Advisors
Washington
$216K +$218K +2,908 New
MSAM
385
Moloney Securities Asset Management
Missouri
$215K +$217K +2,891 New
PSIWM
386
Paradigm Strategies in Wealth Management
Minnesota
$213K +$215K +2,873 New
BA
387
Ballast Advisors
Minnesota
$211K -$9.15K -122 -4%
FWA
388
Freedom Wealth Alliance
Wisconsin
$205K +$207K +2,759 New
WT
389
Whittier Trust
California
$195K
EWA
390
EP Wealth Advisors
California
$193K +$195K +2,597 New
RIA
391
Realta Investment Advisors
Delaware
$189K +$12.7K +169 +7%
EWM
392
Evermay Wealth Management
Virginia
$187K
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$175K +$15.6K +208 +10%
SSB
394
Sandy Spring Bank
Maryland
$165K +$675 +9 +0.4%
CFFP
395
Center for Financial Planning
Michigan
$165K -$7.65K -102 -4%
CFD
396
Creative Financial Designs
Indiana
$161K +$17.2K +229 +12%
AWM
397
Aspire Wealth Management
Massachusetts
$156K
GJIA
398
Glass Jacobson Investment Advisors
Maryland
$154K +$156K +2,081 New
HI
399
Harbour Investments
Wisconsin
$137K +$14.9K +199 +12%
IHWM
400
Iron Horse Wealth Management
Iowa
$136K +$97.3K +1,297 +245%

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.