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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
476
Park Avenue Securities
New York
– -$504K -6,791 Closed
MFWP
477
Mosaic Family Wealth Partners
Missouri
– -$425K -5,731 Closed
Renaissance Technologies
478
Renaissance Technologies
New York
– -$356K -4,800 Closed
Bank of New York Mellon
479
Bank of New York Mellon
New York
– -$310K -4,181 Closed
WCG
480
Wall Capital Group
Arizona
– -$275K -3,480 Closed
AC
481
Addison Capital
Pennsylvania
– -$242K -3,259 Closed
BWM
482
BCGM Wealth Management
Indiana
– -$241K -3,240 Closed
CWM
483
Capital Wealth Management
Rhode Island
– -$220K -2,967 Closed
WIM
484
WealthPlan Investment Management
Nebraska
– -$247K -2,942 Closed
EWA
485
EP Wealth Advisors
California
– -$193K -2,597 Closed
BTI
486
Blue Trust Inc
Georgia
– -$71K -1,060 Closed
TA
487
Tectonic Advisors
Texas
– -$74.2K -1,000 Closed
FA
488
Fiduciary Alliance
South Carolina
– -$70.2K -946 Closed
MS
489
Madden Securities
Texas
– -$43K -580 Closed
Qube Research & Technologies (QRT)
490
Qube Research & Technologies (QRT)
United Kingdom
– -$37.1K -500 Closed
TC
491
Truvestments Capital
Florida
– -$20K -269 Closed
GFWA
492
Grey Fox Wealth Advisors
Delaware
– -$19.9K -268 Closed
AWM
493
Accurate Wealth Management
Florida
– -$20.2K -260 Closed
EWA
494
EverSource Wealth Advisors
Alabama
– -$14.1K -190 Closed
NFSG
495
Newbridge Financial Services Group
Florida
– -$3.71K -50 Closed
HR
496
Howe & Rusling
New York
– -$1.68K -23 Closed
IGWM
497
ICA Group Wealth Management
Colorado
– -$965 -13 Closed
PIMG
498
Patriot Investment Management Group
Tennessee
– -$736 -9 Closed
Citigroup
499
Citigroup
New York
– -$148 -2 Closed
MPCL
500
My Personal CFO LLC
Washington
– -$99.2K -1 Closed
16 17 18 19
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