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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

548 hedge funds and large institutions have $2.59B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
7.93%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
62
Increased
195
Reduced
197
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$24.4M
2
TCM
2
Tradewinds Capital Management
Washington
$16.8M
3
NL
3
NWAM LLC
Washington
$12.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$25.2M
5
MWM
5
Merriman Wealth Management
Washington
$10.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.4M
2
BWG
2
Balanced Wealth Group
Ohio
$9.29M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
RDWM
4
Red Door Wealth Management
Tennessee
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$23.3M +$1.76M +20,319 +8%
KA
27
Klingman & Associates
New York
$22.3M +$14.8K +170 +0.1%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$22.2M -$236K -2,724 -1%
EWA
29
ERTS Wealth Advisors
Michigan
$22.1M -$27.8K -320 -0.1%
CF
30
Convergence Financial
Missouri
$19M +$1.71M +19,696 +10%
KW
31
KWB Wealth
California
$18.8M +$3.72M +47,518 +25%
CNBT
32
Canandaigua National Bank & Trust
New York
$17.6M +$122K +1,406 +0.7%
FNT
33
First National Trust
Pennsylvania
$16.9M +$1.05M +12,127 +7%
TCM
34
Tradewinds Capital Management
Washington
$16.8M +$16.6M +191,776 +15,006%
PPH
35
Pure Portfolios Holdings
Oregon
$15.9M +$15.9M +183,012 New
FWP
36
FAS Wealth Partners
Kansas
$15.6M -$54.1K -623 -0.3%
GIA
37
GHP Investment Advisors
Colorado
$14.7M +$258K +2,966 +2%
LFS
38
Lutz Financial Services
Nebraska
$14.5M -$153K -1,760 -1%
WFP
39
Wrenne Financial Planning
Kentucky
$14.3M +$1.24M +14,264 +9%
KFI
40
Key Financial Inc
Pennsylvania
$14M +$408K +4,701 +3%
FSG
41
Financial Strategies Group
Michigan
$13.9M +$98.7K +1,142 +0.7%
SFG
42
Sage Financial Group
Pennsylvania
$13.7M -$41K -472 -0.3%
MSRI
43
Michael S. Ryan Inc
New York
$13.5M +$200K +2,306 +2%
UBS Group
44
UBS Group
Switzerland
$13M +$1.61M +18,586 +14%
Truist Financial
45
Truist Financial
North Carolina
$13M -$761K -8,764 -6%
CPP
46
Capasso Planning Partners
South Carolina
$12.9M +$304K +3,498 +2%
NL
47
NWAM LLC
Washington
$12.7M +$12.7M +146,474 New
WWA
48
WCG Wealth Advisors
Nevada
$12.7M -$762K -8,773 -6%
ADL
49
Asset Dedication LLC
California
$12.4M -$307K -3,532 -2%
APP
50
Avantax Planning Partners
Iowa
$12.1M -$2.94M -33,831 -20%
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