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State Street SPDR S&P 600 Small Cap Value ETF

453 hedge funds and large institutions have $3.84B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $2.5B → $3.84B (+$1.34B)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

2% less funds holding

Funds holding: 461453 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

2.89% less ownership

Funds ownership: 65.73%62.84% (-2.9%)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.8%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
180
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
426
GPS Wealth Strategies Group
Colorado
$5K
RDIA
427
RE Dickinson Investment Advisors
Iowa
$5K
CWC
428
Carolinas Wealth Consulting
North Carolina
$5K +$75 +1 +1%
SAM
429
Strategic Asset Management
Minnesota
$4K -$4.81K -64 -19%
First Manhattan
430
First Manhattan
New York
$4K -$978 -13 -16%
AA
431
Ancora Advisors
Ohio
$4K
ACA
432
Aptus Capital Advisors
Alabama
$4K
FF
433
FourThought Financial
Florida
$4K
GI
434
Gradient Investments
Minnesota
$4K
PFM
435
Phillips Financial Management
Indiana
$4K +$4.21K +56 New
NFSG
436
Newbridge Financial Services Group
Florida
$3K -$9.18K -122 -71%
AIP
437
Ameritas Investment Partners
Nebraska
$3K
RDFA
438
Ritter Daniher Financial Advisory
Ohio
$3K
SIS
439
Sound Income Strategies
Florida
$3K
TFS
440
TrustCore Financial Services
Tennessee
$3K
BlackRock
441
BlackRock
New York
$3K +$451 +6 +15%
OFG
442
Oxford Financial Group
Indiana
$2K
VCM
443
Versant Capital Management
Arizona
$2K
HR
444
Howe & Rusling
New York
$2K +$75 +1 +5%
TWP
445
TFO Wealth Partners
Ohio
$1K -$301 -4 -19%
CCM
446
Covington Capital Management
California
$1K
FCMT
447
Founders Capital Management (Texas)
Texas
$1K
FRA
448
Front Row Advisors
California
$1K
MCA
449
Maryland Capital Advisors
Maryland
$1K
TVWM
450
Tower View Wealth Management
Wisconsin
$1K

SLYV Hedge Fund Activity: Q3 2022 in Review

453 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2022, worth a combined $3.84B — up 54% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SLYV and 34 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 180 added.

The largest buyer was KWB Wealth, adding an estimated $31.1M. The largest seller was Hamilton Capital, cutting an estimated $71.2M.

  • 453 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2022, down from 461 in Q2 2022.
  • Funds reported $3.84B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2022, up 54% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2022 was KWB Wealth, an estimated $31.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2022.