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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
TH
426
Team Hewins
California
$212K +$204K +2,438 New
PA
427
PSI Advisors
Florida
$211K -$20.3K -242 -9%
AAS
428
Avantax Advisory Services
Texas
$209K +$202K +2,412 New
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$201K +2,402 New
AWM
430
Accel Wealth Management
Iowa
$208K +$200K +2,395 New
DC
431
Destiny Capital
Colorado
$206K +$200K +2,393 New
FG
432
Foster Group
Iowa
$206K +$198K +2,371 New
Koshinski Asset Management
433
Koshinski Asset Management
Illinois
$205K +$198K +2,360 New
KSB
434
Kennebec Savings Bank
Maine
$205K +$197K +2,357 New
TIA
435
Tiemann Investment Advisors
California
$205K +$197K +2,356 New
SWA
436
Sax Wealth Advisors
New Jersey
$202K +$195K +2,328 New
HNB
437
Huntington National Bank
Ohio
$198K
RWM
438
Reston Wealth Management
Virginia
$194K -$41.2K -492 -18%
SSB
439
Sandy Spring Bank
Maryland
$190K +$1K +12 +0.6%
CFD
440
Creative Financial Designs
Indiana
$175K +$20K +239 +13%
BWL
441
Bogart Wealth LLC
Virginia
$174K
Fifth Third Bancorp
442
Fifth Third Bancorp
Ohio
$169K -$13.6K -163 -8%
ATS
443
Ashton Thomas Securities
New York
$164K +$1K +12 +0.6%
CIBC Private Wealth Group
444
CIBC Private Wealth Group
Georgia
$161K +$8.54K +102 +6%
HI
445
Harbour Investments
Wisconsin
$143K +$17.2K +206 +14%
CIAS
446
Capital Investment Advisory Services
North Carolina
$131K
WSFS
447
Wilmington Savings Fund Society
Delaware
$125K +$120K +1,435 New
NA
448
NewEdge Advisors
Louisiana
$113K -$3.1K -37 -3%
MAM
449
Morse Asset Management
Connecticut
$104K +$100K +1,195 New
FDCP
450
Foster Dykema Cabot & Partners
Massachusetts
$103K -$97.5K -1,165 -49%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.