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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

389 hedge funds and large institutions have $2.45B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 167 increasing their positions, 130 reducing their positions, and 27 closing their positions.

Holders
389
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
6.83%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.54%
New
34
Increased
167
Reduced
130
Closed
27
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
-$67K

Top Buyers

1
EWA
1
ERTS Wealth Advisors
Michigan
$47.7M
2
TCM
2
Tradewinds Capital Management
Washington
$26.7M
3
AFA
3
American Financial Advisors
Georgia
$33.3M
4
PWM
4
PRW Wealth Management
Massachusetts
$7.98M
5
RIM
5
Redwood Investment Management
Arizona
$36M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.1M
3
SW
3
Signify Wealth
Missouri
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$24.2M +$1.82M +22,194 +8%
FWP
27
FAS Wealth Partners
Kansas
$21.3M +$363K +4,423 +2%
UBS Group
28
UBS Group
Switzerland
$21.1M -$2.36M -28,774 -10%
EH
29
Equitable Holdings
New York
$20.9M +$1.74M +21,191 +9%
Morgan Stanley
30
Morgan Stanley
New York
$20.3M +$1.23M +14,947 +6%
TC
31
TownSquare Capital
Utah
$19.5M +$1.46M +17,774 +8%
KA
32
Klingman & Associates
New York
$19.4M -$155K -1,895 -0.8%
ADL
33
Asset Dedication LLC
California
$18.9M -$589K -7,196 -3%
FAG
34
Financial Advisory Group
Texas
$17M -$145K -1,774 -0.8%
Wells Fargo
35
Wells Fargo
California
$16M -$4.43M -54,038 -22%
Mariner
36
Mariner
Kansas
$15.8M +$1.04M +12,737 +7%
RA
37
Rodgers & Associates
Pennsylvania
$15.4M +$104K +1,270 +0.7%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$15.4M +$216K +2,630 +1%
KW
39
KWB Wealth
California
$14.8M +$257K +3,135 +2%
LFS
40
Lutz Financial Services
Nebraska
$13.6M -$247K -3,009 -2%
BWM
41
BerganKDV Wealth Management
Minnesota
$13.2M +$350K +4,267 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$13.1M -$8.64M -105,409 -40%
FSWA
43
Financial Synergies Wealth Advisors
Texas
$12.7M -$18.9K -230 -0.1%
AWM
44
Avior Wealth Management
Nebraska
$12.4M +$982K +11,977 +9%
HPA
45
High Probability Advisors
New York
$12.2M -$270K -3,296 -2%
Truist Financial
46
Truist Financial
North Carolina
$12.1M +$1.15M +14,033 +10%
SFG
47
Sage Financial Group
Pennsylvania
$11M +$148K +1,803 +1%
FNT
48
First National Trust
Pennsylvania
$10.9M +$750K +9,153 +7%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$10.7M +$2.72M +54,259 +34%
GIA
50
GHP Investment Advisors
Colorado
$10.6M -$122K -1,483 -1%
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