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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

530 hedge funds and large institutions have $2.55B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 194 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.68%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.39%
New
40
Increased
194
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$21.6M -$498K -6,006 -2%
KA
27
Klingman & Associates
New York
$21.4M -$208K -2,512 -1%
EWA
28
ERTS Wealth Advisors
Michigan
$20M +$452K +5,449 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$19.9M +$5.58M +67,191 +39%
BOPW
30
Brandywine Oak Private Wealth
Pennsylvania
$19.4M +$572K +6,895 +3%
Truist Financial
31
Truist Financial
North Carolina
$18.6M +$30K +361 +0.2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$18.4M -$756K -9,112 -4%
FAG
33
Financial Advisory Group
Texas
$18.2M +$1.11M +13,378 +6%
APP
34
Avantax Planning Partners
Iowa
$18.1M -$905K -10,913 -5%
FEG
35
Financial Enhancement Group
Indiana
$17.9M +$646K +8,316 +4%
KW
36
KWB Wealth
California
$16.3M -$448K -5,397 -3%
FWP
37
FAS Wealth Partners
Kansas
$16.3M +$31.7K +382 +0.2%
CF
38
Convergence Financial
Missouri
$16.2M -$1.05M -12,663 -6%
FNT
39
First National Trust
Pennsylvania
$15.7M -$1.41M -16,938 -8%
MSRI
40
Michael S. Ryan Inc
New York
$14.8M +$1.8M +21,719 +14%
LFS
41
Lutz Financial Services
Nebraska
$14.2M +$148K +1,779 +1%
RIM
42
Rockbridge Investment Management
New York
$13.7M +$842K +10,152 +7%
GIA
43
GHP Investment Advisors
Colorado
$13.6M +$197K +2,372 +1%
SFG
44
Sage Financial Group
Pennsylvania
$13.4M +$341K +4,115 +3%
Corient Private Wealth
45
Corient Private Wealth
Florida
$13M -$1.15M -13,835 -8%
Mariner
46
Mariner
Kansas
$12.6M -$1.76M -21,257 -12%
FSG
47
Financial Strategies Group
Michigan
$12.5M -$193K -2,374 -2%
CPP
48
Capasso Planning Partners
South Carolina
$12.4M +$606K +7,298 +5%
ADL
49
Asset Dedication LLC
California
$12.3M -$712K -8,591 -5%
KFI
50
Key Financial Inc
Pennsylvania
$12.1M +$596K +7,188 +5%
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