SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
426
GSB Wealth Management
Connecticut
$77.9K -$189K -2,450 -71%
BWL
427
Bogart Wealth LLC
Virginia
$77.3K +$46.3K +600 +150%
HS
428
Horan Securities
United States
$73K +$14.6K +189 +25%
AF
429
Advisornet Financial
Minnesota
$67.8K +$926 +12 +1%
WWM
430
Wagner Wealth Management
South Carolina
$65.5K -$15.7K -203 -19%
LSA
431
Lansing Street Advisors
Pennsylvania
$65.2K +$386 +5 +0.6%
OSAM
432
O'Shaughnessy Asset Management
Connecticut
$59.4K – – –
HFS
433
HBC Financial Services
Washington
$57K – – –
GTAM
434
Global Trust Asset Management
Florida
$56.4K -$7.72K -100 -12%
HDIM
435
Hanson & Doremus Investment Management
Vermont
$56K +$307 +4 +0.6%
CPG
436
Cornerstone Planning Group
New Jersey
$53.6K +$53.6K +695 New
FA
437
Fiduciary Alliance
South Carolina
$53.1K +$53.1K +688 New
SPIA
438
Steward Partners Investment Advisory
New York
$50.4K -$9.73K -126 -16%
LWANC
439
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.7K +$1.16K +15 +2%
SMA
440
Sage Mountain Advisors
Georgia
$45.4K +$25.5K +330 +128%
CPA
441
Cardiff Park Advisors
California
$41.7K – – –
CHA
442
Carmichael Hill & Associates
Maryland
$39.4K – – –
KM
443
Kalos Management
Georgia
$36K -$16K -207 -31%
Citadel Advisors
444
Citadel Advisors
Florida
$34.5K -$1.4M -18,102 -98%
SF
445
Safeguard Financial
Wisconsin
$34K +$34K +445 New
CWC
446
Carolinas Wealth Consulting
North Carolina
$28.6K +$155 +2 +0.5%
PGAM
447
Princeton Global Asset Management
New Jersey
$28.5K +$154 +2 +0.5%
FFA
448
Founders Financial Alliance
North Carolina
$28.3K +$28.3K +367 New
NIC
449
Northwest Investment Counselors
Oregon
$26.4K +$154 +2 +0.6%
SCA
450
Stonebridge Capital Advisors
Minnesota
$25.9K – – –
16 17
18
19 20