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 %
S
451
SignatureFD
Georgia
$24K – – –
BCWM
452
Bartlett & Co Wealth Management
Ohio
$22.1K – – –
BC
453
Bartlett & Co
Ohio
$22K – – –
LC
454
Lindbrook Capital
California
$21.2K – – –
OHWP
455
Oak Harbor Wealth Partners
North Carolina
$20.8K – – –
AWM
456
Abound Wealth Management
Tennessee
$19.9K +$77 +1 +0.4%
SS
457
Sunbelt Securities
Texas
$17.7K +$77 +1 +0.4%
CAL
458
Capital Analysts LLC
Pennsylvania
$17K -$86.7K -1,097 -84%
MIM
459
MTM Investment Management
South Carolina
$16.2K – – –
BCMLT
460
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.7K – – –
RI
461
Ridgewood Investments
New Jersey
$10K – – –
TFA
462
Transamerica Financial Advisors
Florida
$10K – – –
BWP
463
Baldwin Wealth Partners
Massachusetts
$9.65K – – –
CTWM
464
Cherry Tree Wealth Management
Minnesota
$8.88K +$8.88K +115 New
KA
465
Kozak & Associates
Colorado
$8.57K – – –
WIM
466
Westside Investment Management
California
$7.41K – – –
CA
467
Crewe Advisors
Utah
$7.03K – – –
IGWM
468
ICA Group Wealth Management
Colorado
$6.79K +$6.79K +88 New
GI
469
Gradient Investments
Minnesota
$6.56K +$1.62K +21 +33%
GT
470
Glenmede Trust
Pennsylvania
$6.48K – – –
WWP
471
WR Wealth Planners
Missouri
$6.45K +$6.45K +84 New
EL
472
EMFO LLC
Florida
$6.37K +$77 +1 +1%
First Manhattan
473
First Manhattan
New York
$5.09K – – –
RDIA
474
RE Dickinson Investment Advisors
Iowa
$5K – – –
OP
475
ORG Partners
Indiana
$4.75K +$4.75K +61 New
17 18
19
20 21