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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

530 hedge funds and large institutions have $2.33B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 212 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
–
Holders Change %
0%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
45
Increased
188
Reduced
212
Closed
36
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
-$370K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$43.3M
2
CNBT
2
Canandaigua National Bank & Trust
New York
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.2M
4
Bank of America
4
Bank of America
North Carolina
$203M
5
TRCT
5
Tower Research Capital (TRC)
New York
$6.21M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$2.47M
2
TC
2
TownSquare Capital
Utah
$4.38M
3
FEG
3
Financial Enhancement Group
Indiana
$502K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.9M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$20.1M -$95.2K -1,216 -0.5%
EWA
27
ERTS Wealth Advisors
Michigan
$20M +$1.08M +13,845 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$19.4M +$626K +7,997 +3%
KW
29
KWB Wealth
California
$16M -$359K -4,325 -2%
CNBT
30
Canandaigua National Bank & Trust
New York
$15.8M +$15.8M +201,615 New
CF
31
Convergence Financial
Missouri
$15.6M +$283K +3,620 +2%
FNT
32
First National Trust
Pennsylvania
$14.3M -$478K -6,099 -3%
FWP
33
FAS Wealth Partners
Kansas
$14.1M -$1.27M -16,247 -8%
APP
34
Avantax Planning Partners
Iowa
$13.6M -$3.46M -44,218 -20%
RIM
35
Rockbridge Investment Management
New York
$13.5M +$543K +6,928 +4%
Goldman Sachs
36
Goldman Sachs
New York
$13.5M -$8.84M -112,895 -40%
LFS
37
Lutz Financial Services
Nebraska
$13.2M -$213K -2,724 -2%
GIA
38
GHP Investment Advisors
Colorado
$13M +$214K +2,739 +2%
Mariner
39
Mariner
Kansas
$12.6M +$656K +8,378 +6%
Truist Financial
40
Truist Financial
North Carolina
$12.4M -$5.14M -65,677 -29%
SFG
41
Sage Financial Group
Pennsylvania
$12.4M -$330K -4,213 -3%
FSG
42
Financial Strategies Group
Michigan
$12.3M +$399K +5,168 +3%
KFI
43
Key Financial Inc
Pennsylvania
$12.2M +$838K +10,707 +7%
WWA
44
WCG Wealth Advisors
Nevada
$12.1M +$774K +9,883 +7%
MSRI
45
Michael S. Ryan Inc
New York
$12M -$2M -25,532 -14%
WFP
46
Wrenne Financial Planning
Kentucky
$11.8M +$632K +8,071 +6%
ADL
47
Asset Dedication LLC
California
$11.4M -$205K -2,623 -2%
CPP
48
Capasso Planning Partners
South Carolina
$11.4M -$282K -3,601 -2%
Corient Private Wealth
49
Corient Private Wealth
Florida
$11.1M -$1.11M -14,217 -9%
TIAA Trust, National Association
50
TIAA Trust, National Association
North Carolina
$10.4M -$178K -2,272 -2%
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