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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.56B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.7%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
40
Increased
195
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
426
Spire Wealth Management
Virginia
$205K -$8.21K -99 -4%
HWM
427
HB Wealth Management
Georgia
$200K -$4.98K -60 -2%
HNB
428
Huntington National Bank
Ohio
$190K -$233K – –
SSB
429
Sandy Spring Bank
Maryland
$180K +$747 +9 +0.4%
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$175K – – –
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$170K +$170K +2,081 New
Qube Research & Technologies (QRT)
432
Qube Research & Technologies (QRT)
United Kingdom
$170K +$49.2K +593 +41%
BWL
433
Bogart Wealth LLC
Virginia
$166K – – –
CFD
434
Creative Financial Designs
Indiana
$149K -$23.6K -285 -14%
FGAM
435
Financial Gravity Asset Management
Texas
$149K +$70.9K +853 +91%
RIA
436
Realta Investment Advisors
Delaware
$140K +$140K +1,692 New
CIAS
437
Capital Investment Advisory Services
North Carolina
$132K – – –
EWA
438
EP Wealth Advisors
California
$130K -$31.9K -385 -20%
T
439
Tidemark
California
$123K -$91.8K -1,106 -43%
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$123K +$123K +1,480 New
HI
441
Harbour Investments
Wisconsin
$117K -$1.91K -23 -2%
NA
442
NewEdge Advisors
Louisiana
$116K +$83 +1 +0.1%
UB
443
UMB Bank
Missouri
$110K – – –
PO
444
Private Ocean
California
$106K -$5.97K -72 -5%
AF
445
Advisornet Financial
Minnesota
$99.6K -$31.4K -378 -24%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$92.5K -$62.6K -754 -40%
CFGS
447
Concourse Financial Group Securities
Alabama
$89.2K -$16.5K -199 -16%
PP
448
PrairieView Partners
Minnesota
$88K – – –
FFL
449
Financial Freedom LLC
Ohio
$86.2K – – –
IHWM
450
Iron Horse Wealth Management
Iowa
$86K – – –
16 17
18
19 20