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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
S
401
Surevest
California
$21K +$20.9K +245 New
GWS
402
Glassman Wealth Services
Virginia
$21K +$21K +246 New
FFWM
403
Future Financial Wealth Management
Ohio
$20K +$19.6K +230 New
CTC
404
Central Trust Company
Missouri
$19K +$18K +211 +1,918%
RI
405
Rinkey Investments
California
$17K +$17.8K +208 New
TCWA
406
Ten Capital Wealth Advisors
Washington
$14K -$61.8K -723 -81%
BFC
407
Bedel Financial Consulting
Indiana
$13K
BWP
408
Baldwin Wealth Partners
Massachusetts
$11K
KA
409
Kozak & Associates
Colorado
$9K
GIA
410
Goodwin Investment Advisory
Georgia
$8K
EL
411
EMFO LLC
Florida
$7K
PPWM
412
PFG Private Wealth Management
Florida
$7K
GWSG
413
GPS Wealth Strategies Group
Colorado
$6K
RDIA
414
RE Dickinson Investment Advisors
Iowa
$6K +$5.89K +69 New
AIP
415
Ameritas Investment Partners
Nebraska
$5K
AA
416
Ancora Advisors
Ohio
$5K
GI
417
Gradient Investments
Minnesota
$5K
BlackRock
418
BlackRock
New York
$5K +$2.73K +32 +145%
HNWA
419
Henrickson Nauta Wealth Advisors
Michigan
$5K +$5.55K +65 New
VCM
420
Versant Capital Management
Arizona
$4K -$3.5K -41 -46%
CWC
421
Carolinas Wealth Consulting
North Carolina
$4K
RDFA
422
Ritter Daniher Financial Advisory
Ohio
$4K
TFS
423
TrustCore Financial Services
Tennessee
$4K
CCM
424
Covington Capital Management
California
$3K
SIS
425
Sound Income Strategies
Florida
$3K

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.