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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

460 hedge funds and large institutions have $2.5B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 147 reducing their positions, and 43 closing their positions.

Holders
460
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.64%
New
58
Increased
191
Reduced
147
Closed
43
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$59.8M
2
Cerity Partners
2
Cerity Partners
New York
$30.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.2M
4
CPO
4
Cerity Partners OCIO
New York
$26.8M
5
TC
5
Trilogy Capital
California
$18.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$142M
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$6.78M
3
TWM
3
Tradition Wealth Management
Minnesota
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$69.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$23.1M 319,276 +6,566 +2%
CIM
27
Confluence Investment Management
Missouri
$22.5M 311,112 -6,155 -2%
SPF
28
Steven Patrick Farmer
$22.5M 311,112 +311,112 New
RIM
29
Redwood Investment Management
Arizona
$22.3M 307,489 +28,651 +10%
Citadel Advisors
30
Citadel Advisors
Florida
$22.2M 306,322 +306,322 New
Osaic Holdings
31
Osaic Holdings
Arizona
$21.6M 298,137 +55,785 +23%
IWM
32
IHT Wealth Management
Illinois
$21.5M 296,275 +3,766 +1%
KF
33
Krilogy Financial
Missouri
$20.3M 279,883 +3,154 +1%
EWA
34
ERTS Wealth Advisors
Michigan
$18.9M 261,002 +9,575 +4%
BAG
35
Briggs Advisory Group
Rhode Island
$18.7M 258,705 -15,870 -6%
TC
36
Trilogy Capital
California
$18.3M 252,188 +252,188 New
KA
37
Klingman & Associates
New York
$18.2M 251,827 +1,355 +0.5%
TC
38
TownSquare Capital
Utah
$18M 248,891 +11,545 +5%
APP
39
Avantax Planning Partners
Iowa
$17.4M 240,567 +120,662 +101%
FWP
40
FAS Wealth Partners
Kansas
$16.4M 226,646 -32,621 -13%
Wells Fargo
41
Wells Fargo
California
$15.6M 215,060 +22,351 +12%
FAG
42
Financial Advisory Group
Texas
$15.3M 210,643 -594 -0.3%
RA
43
Rodgers & Associates
Pennsylvania
$14.6M 201,567 +11,992 +6%
AWM
44
Avior Wealth Management
Nebraska
$14.4M 198,522 +17,584 +10%
CF
45
Convergence Financial
Missouri
$13.9M 192,567 +11,386 +6%
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$13.8M 190,498 +779 +0.4%
ADL
47
Asset Dedication LLC
California
$13.7M 188,478 -6,825 -3%
KW
48
KWB Wealth
California
$13.3M 184,296 +6,244 +4%
WWA
49
WCG Wealth Advisors
Nevada
$13.2M 182,014 +182,014 New
LFS
50
Lutz Financial Services
Nebraska
$13.2M 181,791 +2,989 +2%
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