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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
4
Charles Schwab
California
$8.16M
5
AA
5
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
MIS
4
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$20.1M +$866K +11,976 +5%
RA
27
Rodgers & Associates
Pennsylvania
$19.7M +$578K +7,993 +3%
RIM
28
Redwood Investment Management
Arizona
$18.8M -$14.7M -202,979 -44%
NHT
29
New Hampshire Trust
New Hampshire
$18.2M +$62.8K +868 +0.3%
KA
30
Klingman & Associates
New York
$18.1M -$504K -6,963 -3%
BOPW
31
Brandywine Oak Private Wealth
Pennsylvania
$17M -$291K -4,015 -2%
BAG
32
Briggs Advisory Group
Rhode Island
$16.9M -$91K -1,257 -0.5%
FNT
33
First National Trust
Pennsylvania
$16.8M -$1.48M -20,446 -8%
Truist Financial
34
Truist Financial
North Carolina
$16.7M +$378K +5,225 +2%
KW
35
KWB Wealth
California
$16.5M -$187K -2,426 -1%
WWA
36
WCG Wealth Advisors
Nevada
$16.5M +$1.38M +18,869 +9%
EWA
37
ERTS Wealth Advisors
Michigan
$16.4M +$233K +3,217 +1%
HPA
38
High Probability Advisors
New York
$16.1M +$416K +5,742 +3%
CF
39
Convergence Financial
Missouri
$15.6M +$2.16M +29,837 +16%
UBS Group
40
UBS Group
Switzerland
$15.4M -$300K -4,142 -2%
Osaic Holdings
41
Osaic Holdings
Arizona
$14.9M +$358K +4,941 +2%
FAG
42
Financial Advisory Group
Texas
$14.8M -$106K -1,465 -0.7%
FWP
43
FAS Wealth Partners
Kansas
$14.6M -$280K -3,867 -2%
Mariner
44
Mariner
Kansas
$13M -$1.1M -15,169 -8%
LFS
45
Lutz Financial Services
Nebraska
$12.3M -$486K -6,717 -4%
ADL
46
Asset Dedication LLC
California
$12M -$349K -4,824 -3%
FSWA
47
Financial Synergies Wealth Advisors
Texas
$11.9M +$149K +2,058 +1%
MBFW
48
Morton Brown Family Wealth
Pennsylvania
$11.9M +$1.2M +16,532 +11%
SFG
49
Sage Financial Group
Pennsylvania
$11.2M +$127K +1,758 +1%
FSG
50
Financial Strategies Group
Michigan
$11.1M +$320K +4,445 +3%
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