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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
426
Citigroup
New York
$3K +$3.25K +38 New
FCMT
427
Founders Capital Management (Texas)
Texas
$2K
FRA
428
Front Row Advisors
California
$2K
MCA
429
Maryland Capital Advisors
Maryland
$2K +$1.71K +20 New
HR
430
Howe & Rusling
New York
$2K +$1.88K +22 New
CWM
431
Curi Wealth Management
North Carolina
$2K +$2.22K +26 New
BA
432
Bellwether Advisors
Nebraska
$2K +$2.31K +27 New
FGAM
433
Financial Gravity Asset Management
Texas
$1K +$13.3K +156 +1,114%
TWP
434
TFO Wealth Partners
Ohio
$1K -$1.62K -19 -66%
GWMIA
435
Global Wealth Management Investment Advisory
Florida
$1K
FA
436
Fortis Advisors
Pennsylvania
$1K +$85 +1 +6%
TC
437
TAP Consulting
Missouri
$1K +$512 +6 New
GAMA
438
Graticule Asia Macro Advisors
New York
-$4.95M -60,329 Closed
FHC
439
First Heartland Consultants
Missouri
-$2.48M -30,206 Closed
CIC
440
Cornercap Investment Counsel
Georgia
-$2.3M -28,013 Closed
SBH
441
Segall Bryant & Hamill
Illinois
-$2.07M -25,271 Closed
WAP
442
Wealthcare Advisory Partners
Pennsylvania
-$1.04M -12,673 Closed
SC
443
Slow Capital
California
-$921K -11,235 Closed
GRP
444
Global Retirement Partners
California
-$679K -8,284 Closed
BBA
445
Braun-Bostich & Associates
Pennsylvania
-$668K -8,155 Closed
GSC
446
Ground Swell Capital
South Carolina
-$622K -7,593 Closed
WIC
447
Whitegate Investment Counselors
New Hampshire
-$436K -5,319 Closed
TFA
448
Tobias Financial Advisors
Florida
-$432K -5,267 Closed
CCWA
449
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$387K -4,723 Closed
Renaissance Technologies
450
Renaissance Technologies
New York
-$311K -3,800 Closed

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.