We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
426
Ashton Thomas Securities
New York
$146K +$149K +1,877 New
CFD
427
Creative Financial Designs
Indiana
$139K -$1.59K -20 -1%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$136K -$26K -328 -16%
RIA
429
Realta Investment Advisors
Delaware
$125K -$7.7K -97 -6%
EWA
430
EP Wealth Advisors
California
$124K +$477 +6 +0.4%
CIAS
431
Capital Investment Advisory Services
North Carolina
$118K -$6.35K -80 -5%
HI
432
Harbour Investments
Wisconsin
$113K +$2.62K +33 +2%
GWS
433
Glassman Wealth Services
Virginia
$112K +$114K +1,435 New
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$111K +$113K +1,420 New
NA
435
NewEdge Advisors
Louisiana
$105K -$5.16K -65 -5%
UB
436
UMB Bank
Missouri
$104K
PO
437
Private Ocean
California
$101K +$715 +9 +0.7%
TCM
438
Tradewinds Capital Management
Washington
$100K -$9.52M -119,924 -99%
AF
439
Advisornet Financial
Minnesota
$94K -$79 -1 -0.1%
ATPW
440
Ashton Thomas Private Wealth
Arizona
$91.8K +$93.2K +1,173 New
PP
441
PrairieView Partners
Minnesota
$83K
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$82.2K -$35.7K -449 -30%
FFL
443
Financial Freedom LLC
Ohio
$81.4K
IHWM
444
Iron Horse Wealth Management
Iowa
$81.2K
GA
445
GoalVest Advisory
New York
$79.6K
CFGS
446
Concourse Financial Group Securities
Alabama
$77.1K -$7.15K -90 -8%
HDIM
447
Hanson & Doremus Investment Management
Vermont
$66K +$159 +2 +0.2%
HFS
448
HBC Financial Services
Washington
$62K
KSWA
449
Kathleen S. Wright Associates
Pennsylvania
$58.1K +$59K +743 New
SPIA
450
Steward Partners Investment Advisory
New York
$49.2K +$159 +2 +0.3%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.