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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.58B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 25 closing their positions.

Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.79%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
82
Increased
181
Reduced
208
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$299K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$84.7M
2
NP
2
NorthRock Partners
Minnesota
$56.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.1M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$22.2M
5
FEG
5
Financial Enhancement Group
Indiana
$17.2M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$6.34M
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$156K
3
NHT
3
New Hampshire Trust
New Hampshire
$5.34M
4
LPL Financial
4
LPL Financial
California
$128M
5
Bank of America
5
Bank of America
North Carolina
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$21.7M +$870K +10,444 +4%
EWA
27
ERTS Wealth Advisors
Michigan
$19.6M +$756K +9,077 +4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$19.2M -$6.76M -81,092 -26%
APP
29
Avantax Planning Partners
Iowa
$19M -$5.73M -68,830 -23%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$18.9M -$718K -8,623 -4%
HPA
31
High Probability Advisors
New York
$18.7M +$146K +1,749 +0.8%
Truist Financial
32
Truist Financial
North Carolina
$18.6M -$623K -7,480 -3%
CF
33
Convergence Financial
Missouri
$17.3M -$607K -7,282 -3%
FEG
34
Financial Enhancement Group
Indiana
$17.2M +$17.2M +222,583 New
FAG
35
Financial Advisory Group
Texas
$17.2M +$124K +1,488 +0.7%
FNT
36
First National Trust
Pennsylvania
$17.1M -$2.25M -27,030 -12%
WWA
37
WCG Wealth Advisors
Nevada
$17.1M -$1.69M -20,228 -9%
KW
38
KWB Wealth
California
$16.9M -$982K -11,792 -6%
FWP
39
FAS Wealth Partners
Kansas
$16.3M -$441K -5,288 -3%
UBS Group
40
UBS Group
Switzerland
$15.5M -$2.19M -26,319 -12%
Mariner
41
Mariner
Kansas
$14.4M -$534K -6,415 -4%
Osaic Holdings
42
Osaic Holdings
Arizona
$14.4M -$2.75M -33,020 -16%
Corient Private Wealth
43
Corient Private Wealth
Florida
$14.2M +$5.36M +64,336 +60%
LFS
44
Lutz Financial Services
Nebraska
$14.1M -$71.6K -860 -0.5%
GIA
45
GHP Investment Advisors
Colorado
$13.4M +$293K +3,512 +2%
SFG
46
Sage Financial Group
Pennsylvania
$13.2M +$244K +2,926 +2%
ADL
47
Asset Dedication LLC
California
$13.1M -$673K -8,100 -5%
MSRI
48
Michael S. Ryan Inc
New York
$13.1M +$337K +4,046 +3%
RIM
49
Rockbridge Investment Management
New York
$12.9M +$494K +5,928 +4%
FSG
50
Financial Strategies Group
Michigan
$12.5M +$143K +1,791 +1%
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