SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
PrairieView Partners
Minnesota
$93K -$757 -10 -0.8%
TCM
402
Tradewinds Capital Management
Washington
$88.4K – – –
WWM
403
Wagner Wealth Management
South Carolina
$80K +$152 +2 +0.2%
FFL
404
Financial Freedom LLC
Ohio
$79.1K +$305 +4 +0.4%
CIA
405
Cape Investment Advisory
Georgia
$75.5K +$75.5K +991 New
AF
406
Advisornet Financial
Minnesota
$66.1K +$5.56K +73 +9%
LSA
407
Lansing Street Advisors
Pennsylvania
$64K +$305 +4 +0.5%
GTAM
408
Global Trust Asset Management
Florida
$63.3K -$5.79K -76 -8%
CIA
409
Cascade Investment Advisors
Oregon
$60.9K +$60.9K +800 New
SPIA
410
Steward Partners Investment Advisory
New York
$59.4K +$13.1K +172 +28%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$58.7K -$18.1K -237 -24%
HS
412
Horan Securities
United States
$57.6K +$38.6K +507 +204%
HDIM
413
Hanson & Doremus Investment Management
Vermont
$55K +$227 +3 +0.4%
HFS
414
HBC Financial Services
Washington
$54K – – –
KM
415
Kalos Management
Georgia
$51.3K -$2.13K -28 -4%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.9K – – –
CPA
417
Cardiff Park Advisors
California
$41.1K – – –
CHA
418
Carmichael Hill & Associates
Maryland
$38.9K – – –
BAM
419
Belpointe Asset Management
Nevada
$37.3K +$3.12K +41 +9%
Commonwealth Equity Services
420
Commonwealth Equity Services
Massachusetts
$34.7K +$571 +7,499 +2%
BWL
421
Bogart Wealth LLC
Virginia
$30.6K -$192K -2,523 -86%
CWC
422
Carolinas Wealth Consulting
North Carolina
$28.1K +$76 +1 +0.3%
PGAM
423
Princeton Global Asset Management
New Jersey
$28K +$76 +1 +0.3%
NIC
424
Northwest Investment Counselors
Oregon
$25.9K +$152 +2 +0.6%
SCA
425
Stonebridge Capital Advisors
Minnesota
$25.5K – – –
15 16
17
18 19