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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
376
Burns Matteson Capital Management
New York
$288K
PP
377
Pacifica Partners
Canada
$285K -$7.45K -89 -3%
BWM
378
BCGM Wealth Management
Indiana
$283K +$1.34K +16 +0.5%
NFP
379
Narus Financial Partners
Utah
$282K
VFA
380
Valeo Financial Advisors
Indiana
$281K
MCWS
381
McKinley Carter Wealth Services
West Virginia
$280K -$39.6K -473 -13%
NAM
382
NorthCrest Asset Manangement
Minnesota
$277K -$4.77K -57 -2%
BFG
383
Berger Financial Group
Minnesota
$277K
SSWM
384
Sheets Smith Wealth Management
North Carolina
$274K -$176K -2,103 -40%
BPA
385
Beacon Pointe Advisors
California
$273K -$1.17K -14 -0.4%
ACIM
386
Azimuth Capital Investment Management
Michigan
$271K -$18.8K -225 -7%
CA
387
Clearstead Advisors
Ohio
$268K
CA
388
Centerpoint Advisors
Massachusetts
$268K -$5.19K -62 -2%
FIBT
389
First International Bank & Trust
North Dakota
$265K -$42.4K -506 -14%
ACM
390
Allred Capital Management
Texas
$263K
TGAM
391
TBH Global Asset Management
Tennessee
$261K +$252K +3,009 New
GSIAS
392
Garden State Investment Advisory Services
New Jersey
$260K -$15.2K -181 -6%
RGC
393
Roberts, Glore & Co
Illinois
$260K
6F
394
626 Financial
Michigan
$257K
OC
395
Oppenheimer & Co
New York
$256K +$247K +2,947 New
WFA
396
Wellspring Financial Advisors
Ohio
$255K -$79.9K -955 -25%
PIAS
397
PCA Investment Advisory Services
Ohio
$248K -$91.2K -1,090 -28%
Lido Advisors
398
Lido Advisors
California
$244K -$251 -3 -0.1%
PSIWM
399
Paradigm Strategies in Wealth Management
Minnesota
$243K +$921 +11 +0.4%
CAG
400
Csenge Advisory Group
Florida
$243K +$5.11K +61 +2%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.