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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K

Top Buyers

1
SGDR
1
SPX Gestao de Recursos
Brazil
$12.3M
2
IWM
2
IHT Wealth Management
Illinois
$12.8M
3
RIM
3
Redwood Investment Management
Arizona
$13.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.51M
5
AssetMark Inc
5
AssetMark Inc
California
$4.99M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$7.46M
2
TCM
2
Tradewinds Capital Management
Washington
$109K
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
AWM
4
Avior Wealth Management
Nebraska
$18M
5
GIM
5
Goelzer Investment Management
Indiana
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Convergence Financial
Missouri
$20.4M +$1.37M +15,726 +7%
KW
27
KWB Wealth
California
$20.2M -$622K -7,167 -3%
PPH
28
Pure Portfolios Holdings
Oregon
$18.9M +$2.89M +33,094 +18%
AWM
29
Avior Wealth Management
Nebraska
$18M -$14.2M -162,300 -44%
CNBT
30
Canandaigua National Bank & Trust
New York
$18M +$271K +3,111 +2%
FNT
31
First National Trust
Pennsylvania
$17.1M +$118K +1,354 +0.7%
FWP
32
FAS Wealth Partners
Kansas
$15.7M +$37.8K +433 +0.2%
WFP
33
Wrenne Financial Planning
Kentucky
$15.4M +$1.04M +11,903 +7%
GIA
34
GHP Investment Advisors
Colorado
$15.1M +$344K +3,948 +2%
KFI
35
Key Financial Inc
Pennsylvania
$14.2M +$161K +1,845 +1%
LFS
36
Lutz Financial Services
Nebraska
$14.1M -$466K -5,337 -3%
MSRI
37
Michael S. Ryan Inc
New York
$14M +$485K +5,563 +4%
RIM
38
Redwood Investment Management
Arizona
$13.8M +$6.58M +75,457 +91%
SFG
39
Sage Financial Group
Pennsylvania
$13.6M -$139K -1,593 -1%
FSG
40
Financial Strategies Group
Michigan
$13.4M -$160K -1,888 -1%
UBS Group
41
UBS Group
Switzerland
$13.3M +$229K +2,620 +2%
NL
42
NWAM LLC
Washington
$13M +$246K +2,825 +2%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$13M +$2.44M +27,981 +23%
WWA
44
WCG Wealth Advisors
Nevada
$12.9M +$105K +1,206 +0.8%
IWM
45
IHT Wealth Management
Illinois
$12.8M +$10.5M +120,783 +465%
SGDR
46
SPX Gestao de Recursos
Brazil
$12.3M +$12.3M +141,500 New
APP
47
Avantax Planning Partners
Iowa
$11.9M -$249K -2,857 -2%
CPP
48
Capasso Planning Partners
South Carolina
$11.9M -$1.12M -12,866 -9%
GK
49
Graney & King
New York
$11.7M +$11.7M +135,768 New
ORG
50
Optimist Retirement Group
Washington
$11.7M +$502K +5,757 +4%
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