SLYV icon

SPDR S&P 600 Small Cap Value ETF

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Shares
Change %
S
426
SignatureFD
Georgia
$23.7K +$1.07K +14 +5%
BC
427
Bartlett & Co
Ohio
$22K
BCWM
428
Bartlett & Co Wealth Management
Ohio
$21.8K
LC
429
Lindbrook Capital
California
$21K +$21K +275 New
OHWP
430
Oak Harbor Wealth Partners
North Carolina
$20.6K
SMA
431
Sage Mountain Advisors
Georgia
$19.7K
AWM
432
Abound Wealth Management
Tennessee
$19.5K +$76 +1 +0.4%
BA
433
Bristlecone Advisors
Washington
$19.4K +$19.4K +255 New
SS
434
Sunbelt Securities
Texas
$17K +$17K +228 New
MIM
435
MTM Investment Management
South Carolina
$16K
BCMLT
436
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.5K
TWA
437
TCI Wealth Advisors
Arizona
$13.6K
TFA
438
Transamerica Financial Advisors
Florida
$10K +$10K +120 New
RI
439
Ridgewood Investments
New Jersey
$9.9K +$9.9K +130 New
BWP
440
Baldwin Wealth Partners
Massachusetts
$9.52K
KA
441
Kozak & Associates
Colorado
$8.39K
WIM
442
Westside Investment Management
California
$7.31K
CA
443
Crewe Advisors
Utah
$6.93K
GT
444
Glenmede Trust
Pennsylvania
$6.48K +$6.48K +85 New
EL
445
EMFO LLC
Florida
$6.25K
First Manhattan
446
First Manhattan
New York
$5.03K
RDIA
447
RE Dickinson Investment Advisors
Iowa
$5K
GI
448
Gradient Investments
Minnesota
$4.88K
SHIM
449
Stone House Investment Management
Pennsylvania
$4.44K +$4.44K +58 New
PFM
450
Phillips Financial Management
Indiana
$4.27K