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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
FCG
376
Fielder Capital Group
Tennessee
$276K -$50.9K -641 -15%
MFG
377
Merit Financial Group
Georgia
$275K -$63K -793 -18%
PP
378
Pacifica Partners
Canada
$263K
ACIM
379
Azimuth Capital Investment Management
Michigan
$262K
BMCM
380
Burns Matteson Capital Management
New York
$260K -$1.83K -23 -0.7%
NAM
381
NorthCrest Asset Manangement
Minnesota
$255K +$6.99K +88 +3%
NFP
382
Narus Financial Partners
Utah
$255K
BWM
383
BCGM Wealth Management
Indiana
$254K -$6.04K -76 -2%
VFA
384
Valeo Financial Advisors
Indiana
$254K -$115K -1,454 -31%
PCA
385
Prosperity Capital Advisors
Ohio
$252K -$65K -818 -20%
BFG
386
Berger Financial Group
Minnesota
$250K
GSIAS
387
Garden State Investment Advisory Services
New Jersey
$249K +$253K +3,180 New
BPA
388
Beacon Pointe Advisors
California
$247K
CA
389
Centerpoint Advisors
Massachusetts
$247K -$35.6K -448 -12%
CA
390
Clearstead Advisors
Ohio
$242K +$245K +3,090 New
MW
391
Maia Wealth
Colorado
$238K +$228K +2,872 New
ACM
392
Allred Capital Management
Texas
$237K
RGC
393
Roberts, Glore & Co
Illinois
$235K +$15.8K +199 +7%
JWCA
394
J.W. Cole Advisors
Florida
$232K -$147K -1,856 -38%
6F
395
626 Financial
Michigan
$232K
Focus Partners Wealth
396
Focus Partners Wealth
Massachusetts
$230K +$12.8K +161 +6%
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$226K -$102K -1,284 -31%
CWM
398
Cornerstone Wealth Management
Missouri
$221K -$28.1K -354 -11%
Lido Advisors
399
Lido Advisors
California
$221K -$14.2K -179 -6%
FA
400
Faithward Advisors
Pennsylvania
$219K -$21.4K -270 -9%

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.