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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
476
Phillips Financial Management
Indiana
$4.32K – – –
AA
477
Ancora Advisors
Ohio
$4.17K – – –
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86K – – –
AIP
479
Ameritas Investment Partners
Nebraska
$3.86K – – –
TAM
480
Tucker Asset Management
Colorado
$3.71K – – –
CAS
481
Coppell Advisory Solutions
Texas
$3.47K +$3.47K +45 New
MRCM
482
M&R Capital Management
New Jersey
$2.71K – – –
VCM
483
Versant Capital Management
Arizona
$2.47K – – –
AIC
484
Archer Investment Corporation
Indiana
$2.47K – – –
FRA
485
Front Row Advisors
California
$2K – – –
FCMT
486
Founders Capital Management (Texas)
Texas
$1.57K – – –
MCA
487
Maryland Capital Advisors
Maryland
$1.54K – – –
AIA
488
Armor Investment Advisors
North Carolina
$1.54K – – –
EWA
489
EverSource Wealth Advisors
Alabama
$1.54K +$1.54K +20 New
TWP
490
TFO Wealth Partners
Ohio
$1.31K +$540 +7 +70%
TVWM
491
Tower View Wealth Management
Wisconsin
$1K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$850 +$850 +11 New
RWPA
493
Richard W. Paul & Associates
Michigan
$540 – – –
GWSG
494
GPS Wealth Strategies Group
Colorado
$474 – – –
GWMIA
495
Global Wealth Management Investment Advisory
Florida
$463 +$463 +6 New
HWA
496
HHM Wealth Advisors
Tennessee
$393 +$393 +5 New
AssetMark Inc
497
AssetMark Inc
California
$309 -$1.16K -15 -79%
RDFA
498
Ritter Daniher Financial Advisory
Ohio
$78 +$78 +1 New
FCAG
499
First Capital Advisors Group
New Jersey
$3 – – –
PSCM
500
Per Stirling Capital Management
Texas
– -$5.27M -69,133 Closed
17 18 19
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