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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
BAM
451
Belpointe Asset Management
Nevada
$49K +$50.2K +632 New
LWANC
452
Laurel Wealth Advisors (North Carolina)
North Carolina
$47.8K
SMA
453
Sage Mountain Advisors
Georgia
$46K -$1.03K -13 -2%
CPA
454
Cardiff Park Advisors
California
$42.3K
FGAM
455
Financial Gravity Asset Management
Texas
$42.1K -$99.2K -1,249 -70%
CHA
456
Carmichael Hill & Associates
Maryland
$39.9K
IA
457
IFP Advisors
Florida
$39.7K -$13.1K -165 -25%
BCWM
458
Bartlett & Co Wealth Management
Ohio
$38.5K -$24.1K -304 -38%
SIS
459
Sound Income Strategies
Florida
$35.9K
AWM
460
Aspire Wealth Management
Massachusetts
$33.8K
GTAM
461
Global Trust Asset Management
Florida
$33.6K
MWA
462
MFA Wealth Advisors
Pennsylvania
$32.4K +$32.9K +414 New
RCM
463
Richardson Capital Management
Wisconsin
$30.7K +$1.43K +18 +5%
T
464
Tidemark
California
$30.1K -$87.1K -1,097 -74%
CWC
465
Carolinas Wealth Consulting
North Carolina
$29.7K +$238 +3 +0.8%
AssetMark Inc
466
AssetMark Inc
California
$28.8K +$27.6K +348 +1,740%
FFA
467
Founders Financial Alliance
North Carolina
$28.7K
PGAM
468
Princeton Global Asset Management
New Jersey
$27.2K +$159 +2 +0.6%
GWSG
469
GPS Wealth Strategies Group
Colorado
$24.4K +$24.3K +306 +5,100%
LIA
470
Lynx Investment Advisory
District of Columbia
$23.9K +$24.2K +305 New
TAM
471
Tucker Asset Management
Colorado
$23.1K +$11.3K +142 +93%
CIA
472
Cape Investment Advisory
Georgia
$21.5K +$10.2K +129 +88%
OHWP
473
Oak Harbor Wealth Partners
North Carolina
$21.1K
S
474
SignatureFD
Georgia
$20.8K
AWM
475
Abound Wealth Management
Tennessee
$20.7K +$159 +2 +0.8%

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.