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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
IHWM
451
Iron Horse Wealth Management
Iowa
$97K +$6.7K +80 +8%
UB
452
UMB Bank
Missouri
$94.8K -$19.9K -238 -18%
PP
453
PrairieView Partners
Minnesota
$92K
FFL
454
Financial Freedom LLC
Ohio
$90.2K
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$90K +$82.4K +985 +1,894%
GWM
456
GSB Wealth Management
Connecticut
$89.4K +$86.1K +1,029 New
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$89.2K
GA
458
GoalVest Advisory
New York
$88.2K
UFAC
459
Urban Financial Advisory Corp
Illinois
$88.1K +$85K +1,015 New
EB
460
Eastern Bank
Massachusetts
$86.8K +$83.7K +1,000 New
CFGS
461
Concourse Financial Group Securities
Alabama
$85.5K
TCOV
462
Trust Company of Vermont
Vermont
$84.7K +$81.7K +976 New
HDIM
463
Hanson & Doremus Investment Management
Vermont
$74K +$335 +4 +0.5%
AF
464
Advisornet Financial
Minnesota
$70.8K -$32.2K -385 -32%
KSWA
465
Kathleen S. Wright Associates
Pennsylvania
$64.5K
HFS
466
HBC Financial Services
Washington
$62K
AssetMark Inc
467
AssetMark Inc
California
$59.9K +$27K +322 +88%
BAM
468
Belpointe Asset Management
Nevada
$53.6K -$1.26K -15 -2%
LWANC
469
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K
SMA
470
Sage Mountain Advisors
Georgia
$51K
SPIA
471
Steward Partners Investment Advisory
New York
$50.3K -$4.1K -49 -8%
CPA
472
Cardiff Park Advisors
California
$46.9K
CHA
473
Carmichael Hill & Associates
Maryland
$44.3K
IA
474
IFP Advisors
Florida
$44.2K +$167 +2 +0.4%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$42.7K

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.