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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

452 hedge funds and large institutions have $3.84B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.82%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
179
Reduced
165
Closed
38
Calls
$1.41M
Puts
–
Net Calls
+$1.41M
Net Calls Change
+$1.02M

Top Buyers

1
KW
1
KWB Wealth
California
$40.1M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$20.1M
3
FFG
3
Ford Financial Group
California
$13.6M
4
Ameriprise
4
Ameriprise
Minnesota
$48.8M
5
Wells Fargo
5
Wells Fargo
California
$21.2M

Top Sellers

1
HC
1
Hamilton Capital
Ohio
$3.01M
2
Bank of America
2
Bank of America
North Carolina
$109M
3
Citadel Advisors
3
Citadel Advisors
Florida
$256K
4
IWM
4
IHT Wealth Management
Illinois
$814K
5
RIM
5
Redwood Investment Management
Arizona
$9.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$21.3M +$1.23M +18,325 +6%
Wells Fargo
27
Wells Fargo
California
$21.2M +$6.79M +101,124 +47%
CIA
28
Compass Ion Advisors
Pennsylvania
$20.1M +$20.1M +299,691 New
CIM
29
Confluence Investment Management
Missouri
$19.5M -$1.35M -20,083 -6%
KF
30
Krilogy Financial
Missouri
$19.4M +$629K +9,371 +3%
FWP
31
FAS Wealth Partners
Kansas
$19.4M +$4.15M +61,834 +27%
Morgan Stanley
32
Morgan Stanley
New York
$18.5M -$5.46M -81,310 -23%
EWA
33
ERTS Wealth Advisors
Michigan
$18.2M +$708K +10,543 +4%
TC
34
TownSquare Capital
Utah
$18.2M +$1.52M +22,660 +9%
TC
35
Trilogy Capital
California
$18M +$1.06M +15,837 +6%
KA
36
Klingman & Associates
New York
$17.3M +$352K +5,240 +2%
BAG
37
Briggs Advisory Group
Rhode Island
$16.7M -$631K -9,391 -4%
HighTower Advisors
38
HighTower Advisors
Illinois
$16.6M +$4.56M +67,964 +38%
UBS Group
39
UBS Group
Switzerland
$16M -$5.48M -81,660 -26%
APP
40
Avantax Planning Partners
Iowa
$15.6M -$587K -8,749 -4%
AWM
41
Avior Wealth Management
Nebraska
$15M +$1.67M +24,857 +13%
RA
42
Rodgers & Associates
Pennsylvania
$14.7M +$1.2M +17,830 +9%
FAG
43
Financial Advisory Group
Texas
$14.3M +$127K +1,892 +0.9%
FFG
44
Ford Financial Group
California
$13.6M +$13.6M +202,523 New
BOPW
45
Brandywine Oak Private Wealth
Pennsylvania
$13.4M +$615K +9,161 +5%
CF
46
Convergence Financial
Missouri
$12.8M -$134K -1,992 -1%
WWA
47
WCG Wealth Advisors
Nevada
$12.8M -$393K -5,436 -3%
HPA
48
High Probability Advisors
New York
$12.1M +$676K +10,073 +6%
LFS
49
Lutz Financial Services
Nebraska
$11.9M -$273K -4,068 -2%
ADL
50
Asset Dedication LLC
California
$11.9M -$783K -11,666 -6%
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