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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
401
Bay Colony Advisors
Massachusetts
$204K -$2.7K -35 -1%
CC
402
Courier Capital
New York
$202K +$202K +2,623 New
EWM
403
Evermay Wealth Management
Virginia
$194K – – –
PTC
404
Private Trust Company
Ohio
$178K -$192K -2,490 -52%
AWM
405
Aspire Wealth Management
Massachusetts
$174K +$12.6K +163 +8%
SSB
406
Sandy Spring Bank
Maryland
$174K +$926 +12 +0.5%
RIA
407
Realta Investment Advisors
Delaware
$171K -$53.9K -698 -24%
CFFP
408
Center for Financial Planning
Michigan
$171K – – –
CFD
409
Creative Financial Designs
Indiana
$167K +$309 +4 +0.2%
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$163K -$137K -1,781 -46%
NA
411
NewEdge Advisors
Louisiana
$160K +$6.48K +84 +4%
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$154K -$1.31K -17 -0.8%
CFGS
413
Concourse Financial Group Securities
Alabama
$134K +$2.7K +35 +2%
HI
414
Harbour Investments
Wisconsin
$129K +$10.1K +131 +9%
BWM
415
Baystate Wealth Management
Massachusetts
$115K +$695 +9 +0.6%
CIAS
416
Capital Investment Advisory Services
North Carolina
$114K -$618 -8 -0.5%
PO
417
Private Ocean
California
$109K +$695 +9 +0.6%
UB
418
UMB Bank
Missouri
$97.9K – – –
HNB
419
Huntington National Bank
Ohio
$95.9K -$106K – –
PP
420
PrairieView Partners
Minnesota
$94K -$539 -7 -0.6%
FGAM
421
Financial Gravity Asset Management
Texas
$89.9K +$1.17K +1 +1%
TCM
422
Tradewinds Capital Management
Washington
$89.5K – – –
IHWM
423
Iron Horse Wealth Management
Iowa
$84.4K -$60.9K -789 -42%
FFL
424
Financial Freedom LLC
Ohio
$80.2K – – –
CIA
425
Cape Investment Advisory
Georgia
$78.1K +$1.62K +21 +2%
15 16
17
18 19