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State Street SPDR S&P 600 Small Cap Value ETF

453 hedge funds and large institutions have $3.84B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $2.5B → $3.84B (+$1.34B)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

2% less funds holding

Funds holding: 461453 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

2.89% less ownership

Funds ownership: 65.73%62.84% (-2.9%)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.8%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
180
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$22K -$3.29M -43,781 -99%
JP Morgan Chase
402
JP Morgan Chase
New York
$22K -$20.2K -269 -45%
SCA
403
Stonebridge Capital Advisors
Minnesota
$22K
BCWM
404
Bartlett & Co Wealth Management
Ohio
$19.2K
CAL
405
Capital Analysts LLC
Pennsylvania
$19K -$903 -12 -4%
BC
406
Bartlett & Co
Ohio
$19K
CWM
407
Castle Wealth Management
Florida
$18K
S
408
SignatureFD
Georgia
$18K
TC
409
Truvestments Capital
Florida
$18K
SPIA
410
Steward Partners Investment Advisory
New York
$18K +$677 +9 +3%
OHWP
411
Oak Harbor Wealth Partners
North Carolina
$18K +$20.3K +270 New
AWM
412
Abound Wealth Management
Tennessee
$17.1K +$19.1K +254 New
SMA
413
Sage Mountain Advisors
Georgia
$17K -$1.13K -15 -5%
EWM
414
Endurance Wealth Management
Rhode Island
$16K +$17.9K +238 New
CDIA
415
Capital Directions Investment Advisors
Georgia
$14K -$16K -213 Closed
BCMLT
416
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K
MIM
417
MTM Investment Management
South Carolina
$14K
BWA
418
BDO Wealth Advisors
Florida
$14K +$15.1K +201 New
TWA
419
TCI Wealth Advisors
Arizona
$12K +$13.4K +178 New
LDFR
420
Lehman & Derafelo Financial Resources
Pennsylvania
$9K
BWP
421
Baldwin Wealth Partners
Massachusetts
$8K
KA
422
Kozak & Associates
Colorado
$8K
CA
423
Crewe Advisors
Utah
$6K +$6.84K +91 New
AssetMark Inc
424
AssetMark Inc
California
$6K +$7.14K +95 New
EL
425
EMFO LLC
Florida
$5K

SLYV Hedge Fund Activity: Q3 2022 in Review

453 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2022, worth a combined $3.84B — up 54% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SLYV and 34 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 180 added.

The largest buyer was KWB Wealth, adding an estimated $31.1M. The largest seller was Hamilton Capital, cutting an estimated $71.2M.

  • 453 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2022, down from 461 in Q2 2022.
  • Funds reported $3.84B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2022, up 54% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2022 was KWB Wealth, an estimated $31.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2022.