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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
401
Paradigm Strategies in Wealth Management
Minnesota
$219K +$1.03K +13 +0.5%
CWMGP
402
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$1.43K +18 +0.7%
CAG
403
Csenge Advisory Group
Florida
$217K +$1.83K +23 +0.8%
AWM
404
Aviso Wealth Management
Washington
$217K -$43.9K -553 -17%
BCA
405
Ballentine Capital Advisors
South Carolina
$216K -$9.77K -123 -4%
DAS
406
Dynamic Advisor Solutions
Arizona
$214K -$7.39K -93 -3%
RWM
407
Reston Wealth Management
Virginia
$213K -$308K -3,874 -59%
CC
408
Courier Capital
New York
$213K
BA
409
Ballast Advisors
Minnesota
$212K -$24.5K -308 -10%
BCA
410
Bay Colony Advisors
Massachusetts
$210K -$1.51K -19 -0.7%
OFS
411
OneAscent Financial Services
Alabama
$210K +$1.35K +17 +0.6%
PA
412
PSI Advisors
Florida
$209K -$3.73K -47 -2%
CFFP
413
Center for Financial Planning
Michigan
$209K
WRPWM
414
Werba Rubin Papier Wealth Management
California
$208K
MCCP
415
Mission Creek Capital Partners
California
$206K -$179K -2,256 -46%
IAA
416
Independent Advisor Alliance
North Carolina
$205K +$208K +2,614 New
WPWM
417
Windward Private Wealth Management
Kansas
$204K -$29.8K -375 -13%
EWM
418
Evermay Wealth Management
Virginia
$201K
SOS
419
Silver Oak Securities
Tennessee
$192K -$8.26K -104 -4%
SWM
420
Spire Wealth Management
Virginia
$192K -$1.51K -19 -0.8%
FDCP
421
Foster Dykema Cabot & Partners
Massachusetts
$185K -$44.7K -563 -19%
HNB
422
Huntington National Bank
Ohio
$179K
SSB
423
Sandy Spring Bank
Maryland
$171K +$1.11K +14 +0.6%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$165K
BWL
425
Bogart Wealth LLC
Virginia
$157K

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.