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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$27.8M
2
DJFS
Dean Jacobson Financial Services
Texas
+$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$12.5M
4
Charles Schwab
Charles Schwab
California
+$8.16M
5
AA
ALPS Advisors
Colorado
+$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
-$14.7M
2
CIA
Compass Ion Advisors
Pennsylvania
-$13.9M
3
PWM
PRW Wealth Management
Massachusetts
-$13.2M
4
MIS
Morningstar Investment Services
Illinois
-$7.08M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
376
Narus Financial Partners
Utah
$235K – – –
VFA
377
Valeo Financial Advisors
Indiana
$234K -$1.23K -17 -0.5%
BFA
378
Beaumont Financial Advisors
Massachusetts
$228K -$19.3K -266 -8%
BA
379
Ballast Advisors
Minnesota
$223K -$34.7K -479 -13%
SWA
380
Sax Wealth Advisors
New Jersey
$219K – – –
BCI
381
Brinker Capital Investments
Pennsylvania
$214K +$214K +2,960 New
OPS
382
Orion Portfolio Solutions
Nebraska
$214K +$214K +2,960 New
JPMorgan Chase & Co
383
JPMorgan Chase & Co
New York
$213K +$5.07K +70 +2%
FDCC
384
Foster Dykema Cabot & Co
Massachusetts
$211K – – –
CAG
385
Csenge Advisory Group
Florida
$211K -$1.66K -23 -0.8%
CA
386
Continuum Advisory
Idaho
$210K -$24.4K -337 -10%
PSIWM
387
Paradigm Strategies in Wealth Management
Minnesota
$210K +$796 +11 +0.4%
Lido Advisors
388
Lido Advisors
California
$210K +$5.79K +80 +3%
AL
389
ACAS LLC
California
$205K -$5.28K -73 -3%
BCA
390
Bay Colony Advisors
Massachusetts
$203K +$11.4K +158 +6%
WP
391
WealthPLAN Partners
Nebraska
$203K -$3.84K -53 -2%
FFA
392
Fortune Financial Advisors
Kansas
$203K +$7.67K +106 +4%
TW
393
Towerpoint Wealth
California
$202K -$5.43K -75 -3%
SWM
394
Spire Wealth Management
Virginia
$189K -$6.88K -95 -4%
SOS
395
Silver Oak Securities
Tennessee
$185K -$169K -2,341 -48%
EWM
396
Evermay Wealth Management
Virginia
$182K – – –
RIA
397
Realta Investment Advisors
Delaware
$171K – – –
SSB
398
Sandy Spring Bank
Maryland
$164K +$868 +12 +0.5%
AWM
399
Aspire Wealth Management
Massachusetts
$163K – – –
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$163K -$1.23M -16,995 -88%
14 15
16
17 18