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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
376
IAG Wealth Partners
Wisconsin
$248K -$1K -13 -0.4%
SWP
377
Stratos Wealth Partners
Ohio
$246K -$8.88K -115 -3%
NAM
378
NorthCrest Asset Manangement
Minnesota
$245K +$540 +7 +0.2%
Mercer Global Advisors
379
Mercer Global Advisors
Colorado
$234K -$31.5K -409 -12%
SWA
380
Sax Wealth Advisors
New Jersey
$234K – – –
Jane Street
381
Jane Street
New York
$229K -$1.8M -23,293 -89%
Bank of Montreal
382
Bank of Montreal
Ontario, Canada
$228K +$228K +2,947 New
CAG
383
Csenge Advisory Group
Florida
$227K -$4.94K -64 -2%
FDCC
384
Foster Dykema Cabot & Co
Massachusetts
$225K – – –
AL
385
ACAS LLC
California
$224K +$224K +2,903 New
PSIWM
386
Paradigm Strategies in Wealth Management
Minnesota
$223K +$926 +12 +0.4%
JPMorgan Chase & Co
387
JPMorgan Chase & Co
New York
$222K -$38.5K -499 -15%
TW
388
Towerpoint Wealth
California
$222K -$54.8K -710 -20%
WP
389
WealthPLAN Partners
Nebraska
$220K +$20.2K +262 +10%
TI
390
Trexquant Investment
Connecticut
$220K +$220K +2,844 New
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$219K -$106K -1,369 -33%
Lido Advisors
392
Lido Advisors
California
$217K +$217K +2,816 New
PWA
393
Physician Wealth Advisors
Utah
$217K +$3.66K +47 +2%
HSBC Holdings
394
HSBC Holdings
United Kingdom
$212K -$25.8K -334 -11%
FWA
395
Freedom Wealth Alliance
Wisconsin
$211K -$11.9K -150 -5%
SWM
396
Spire Wealth Management
Virginia
$209K -$926 -12 -0.4%
FFA
397
Fortune Financial Advisors
Kansas
$208K +$208K +2,692 New
DAS
398
Dynamic Advisor Solutions
Arizona
$207K -$11.7K -152 -5%
VIA
399
Vickerman Investment Advisors
Washington
$205K -$15.9K -206 -7%
WRPWM
400
Werba Rubin Papier Wealth Management
California
$205K – – –
14 15
16
17 18