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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$57.1M
2
RIM
2
Redwood Investment Management
Arizona
$35.8M
3
PWM
3
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
MFG
5
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
2
KWB Wealth
California
$16.7M
3
Creative Planning
3
Creative Planning
Kansas
$42.2M
4
FNT
4
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$20.5M +$1.87M +24,191 +10%
RA
27
Rodgers & Associates
Pennsylvania
$20.4M +$2.8M +36,260 +16%
KA
28
Klingman & Associates
New York
$19.8M -$41.8K -541 -0.2%
FNT
29
First National Trust
Pennsylvania
$19.5M -$18M -232,871 -48%
NHT
30
New Hampshire Trust
New Hampshire
$19.3M +$224K +2,904 +1%
BOPW
31
Brandywine Oak Private Wealth
Pennsylvania
$18.5M +$922K +11,943 +5%
BAG
32
Briggs Advisory Group
Rhode Island
$18.1M -$492K -6,369 -3%
Truist Financial
33
Truist Financial
North Carolina
$17.4M -$2.74M -35,526 -14%
EWA
34
ERTS Wealth Advisors
Michigan
$17.2M +$1.03M +13,302 +6%
HPA
35
High Probability Advisors
New York
$16.7M +$1.18M +15,334 +8%
UBS Group
36
UBS Group
Switzerland
$16.7M -$216K -2,800 -1%
KW
37
KWB Wealth
California
$16.7M -$29.8M -386,268 -64%
FAG
38
Financial Advisory Group
Texas
$15.9M -$67.1K -869 -0.4%
WWA
39
WCG Wealth Advisors
Nevada
$15.9M +$58K +751 +0.4%
FWP
40
FAS Wealth Partners
Kansas
$15.8M -$204K -2,640 -1%
Osaic Holdings
41
Osaic Holdings
Arizona
$15.5M -$13.1M -169,309 -46%
Mariner
42
Mariner
Kansas
$15M -$3.78M -49,011 -20%
CF
43
Convergence Financial
Missouri
$14.3M +$760K +9,841 +6%
TF
44
TIAA FSB
Florida
$14.2M +$1.05M +13,614 +8%
BWM
45
BerganKDV Wealth Management
Minnesota
$14M +$174K +2,250 +1%
LFS
46
Lutz Financial Services
Nebraska
$13.7M +$335K +4,334 +3%
PWM
47
PRW Wealth Management
Massachusetts
$13.2M +$12.8M +105,099 +3,105%
ADL
48
Asset Dedication LLC
California
$13.1M -$163K -2,117 -1%
FSWA
49
Financial Synergies Wealth Advisors
Texas
$12.6M +$358K +4,642 +3%
GIA
50
GHP Investment Advisors
Colorado
$12.2M +$181K +2,284 +2%
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