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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.48%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
1
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
2
LPL Financial
California
$128M
3
Wells Fargo
3
Wells Fargo
California
$29M
4
FFN
4
Focus Financial Network
Minnesota
$9.46M
5
RIM
5
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$490K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.63M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$22M +$901K +11,829 +4%
TC
27
Trilogy Capital
California
$20.2M +$153K +2,014 +0.8%
Truist Financial
28
Truist Financial
North Carolina
$19.9M +$7M +91,893 +54%
KA
29
Klingman & Associates
New York
$19.6M -$285K -3,736 -1%
NHT
30
New Hampshire Trust
New Hampshire
$18.9M -$661K -8,675 -3%
Mariner
31
Mariner
Kansas
$18.6M -$2.22M -29,130 -11%
AWM
32
Avior Wealth Management
Nebraska
$18.4M +$805K +10,574 +5%
BAG
33
Briggs Advisory Group
Rhode Island
$18.4M -$164K -2,154 -0.9%
RA
34
Rodgers & Associates
Pennsylvania
$17.4M +$332K +4,364 +2%
BOPW
35
Brandywine Oak Private Wealth
Pennsylvania
$17.3M +$1.09M +14,361 +7%
RIM
36
Redwood Investment Management
Arizona
$17.2M +$7.63M +100,215 +80%
UBS Group
37
UBS Group
Switzerland
$16.7M -$671K -8,809 -4%
EWA
38
ERTS Wealth Advisors
Michigan
$16M -$5.09M -66,866 -24%
FWP
39
FAS Wealth Partners
Kansas
$15.8M -$2.19M -28,791 -12%
FAG
40
Financial Advisory Group
Texas
$15.8M -$402K -5,271 -2%
WWA
41
WCG Wealth Advisors
Nevada
$15.6M +$824K +10,822 +6%
HPA
42
High Probability Advisors
New York
$15.3M +$1.6M +21,056 +12%
PAG
43
Private Advisor Group
New Jersey
$15.2M +$1.33M +17,416 +10%
PIA
44
Perennial Investment Advisors
California
$14.8M +$14.8M +194,909 New
BWM
45
BerganKDV Wealth Management
Minnesota
$13.6M -$127K -1,663 -0.9%
CF
46
Convergence Financial
Missouri
$13.4M -$1.92M -25,162 -13%
LFS
47
Lutz Financial Services
Nebraska
$13.2M -$217K -2,853 -2%
ADL
48
Asset Dedication LLC
California
$13.1M -$207K -2,718 -2%
TF
49
TIAA FSB
Florida
$12.9M +$3.38M +44,407 +35%
FSWA
50
Financial Synergies Wealth Advisors
Texas
$12.1M +$134K +1,761 +1%
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