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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 %
GA
451
GoalVest Advisory
New York
$84.3K +$84.3K +1,016 New
CT
452
Cambridge Trust
Massachusetts
$83K – – –
HDIM
453
Hanson & Doremus Investment Management
Vermont
$70K +$581 +7 +0.8%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$66K +$42.3K +510 +178%
Bessemer Group
455
Bessemer Group
New Jersey
$59K +$59K +713 New
HFS
456
HBC Financial Services
Washington
$56K – – –
IA
457
IFP Advisors
Florida
$55.8K -$317K -3,819 -85%
SPIA
458
Steward Partners Investment Advisory
New York
$51.9K -$2.82K -34 -5%
LWANC
459
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.6K – – –
SMA
460
Sage Mountain Advisors
Georgia
$49.9K +$1.08K +13 +2%
IPW
461
Impact Partnership Wealth
Georgia
$45.1K – – –
CPA
462
Cardiff Park Advisors
California
$44.8K – – –
CHA
463
Carmichael Hill & Associates
Maryland
$42.3K – – –
MGW
464
MB Generational Wealth
Washington
$38.2K +$38.2K +10,445 New
SIS
465
Sound Income Strategies
Florida
$38.1K +$38.1K +459 New
AWM
466
Aspire Wealth Management
Massachusetts
$35.8K -$71.4K -860 -67%
GTAM
467
Global Trust Asset Management
Florida
$35.6K – – –
CWC
468
Carolinas Wealth Consulting
North Carolina
$31.3K +$166 +2 +0.5%
RCM
469
Richardson Capital Management
Wisconsin
$31K – – –
FFA
470
Founders Financial Alliance
North Carolina
$30.5K – – –
FIM
471
Fernwood Investment Management
Massachusetts
$29K +$29K +350 New
NIC
472
Northwest Investment Counselors
Oregon
$28.8K +$28.8K +348 New
PGAM
473
Princeton Global Asset Management
New Jersey
$28.6K +$83 +1 +0.3%
OHWP
474
Oak Harbor Wealth Partners
North Carolina
$22.4K – – –
S
475
SignatureFD
Georgia
$22K -$1.16K -14 -5%
17 18
19
20 21