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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
401
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$242K +$1.26K +15 +0.5%
FFA
402
Fi3 Financial Advisors
Indiana
$242K +$234K +2,790 New
MWPCG
403
Measured Wealth Private Client Group
New Hampshire
$240K -$334K -3,985 -59%
BCA
404
Ballentine Capital Advisors
South Carolina
$238K -$1.26K -15 -0.5%
DAS
405
Dynamic Advisor Solutions
Arizona
$237K +$84 +1 +0%
IAA
406
Independent Advisor Alliance
North Carolina
$236K +$8.96K +107 +4%
BA
407
Ballast Advisors
Minnesota
$236K +$502 +6 +0.2%
SAW
408
Signal Advisors Wealth
Michigan
$235K +$227K +2,711 New
FA
409
Faithward Advisors
Pennsylvania
$235K -$7.28K -87 -3%
BCA
410
Bay Colony Advisors
Massachusetts
$233K +$335 +4 +0.1%
CFFP
411
Center for Financial Planning
Michigan
$232K +$837 +10 +0.4%
PCA
412
Prosperity Capital Advisors
Ohio
$232K -$46.3K -553 -17%
WRPWM
413
Werba Rubin Papier Wealth Management
California
$231K
WPWM
414
Windward Private Wealth Management
Kansas
$226K
AWM
415
Aviso Wealth Management
Washington
$219K -$20.8K -249 -9%
EWM
416
Evermay Wealth Management
Virginia
$218K -$4.02K -48 -2%
CC
417
Courier Capital
New York
$218K -$16.7K -200 -7%
SSW
418
Stone Summit Wealth
Florida
$218K -$139K -1,656 -40%
TA
419
TFB Advisors
Kansas
$216K +$209K +2,493 New
OGF
420
Orin Green Financial
California
$216K +$208K +2,489 New
SWM
421
Spire Wealth Management
Virginia
$215K +$1.93K +23 +0.9%
MCCP
422
Mission Creek Capital Partners
California
$214K -$13.4K -160 -6%
FWM
423
Foguth Wealth Management
Michigan
$214K +$212K +2,529 New
HWM
424
HB Wealth Management
Georgia
$213K +$206K +2,457 New
JSA
425
Jim Saulnier & Associates
Colorado
$213K +$205K +2,451 New

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.