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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
476
Redwood Wealth Management Group
New Jersey
$20.5K +$20.8K +262 New
GG
477
Gleason Group
Kentucky
$19.6K +$19.9K +250 New
CA
478
Continuum Advisory
Idaho
$19.5K +$318 +4 +2%
CAL
479
Capital Analysts LLC
Pennsylvania
$17K
MIM
480
MTM Investment Management
South Carolina
$15.3K -$1.19K -15 -7%
BCMLT
481
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.9K
TCM
482
TD Capital Management
Tennessee
$14.2K +$79 +1 +0.6%
DFA
483
DHJJ Financial Advisors
Illinois
$13.9K
CA
484
Crewe Advisors
Utah
$12.8K -$397 -5 -3%
IAIM
485
International Assets Investment Management
Florida
$11.9K +$12.1K +152 New
PMFA
486
Plante Moran Financial Advisors
Michigan
$11.8K +$12K +151 New
GI
487
Gradient Investments
Minnesota
$11.6K -$79 -1 -0.7%
CJ
488
Caitlin John
Michigan
$11.1K
Bessemer Group
489
Bessemer Group
New Jersey
$11K -$45.8K -577 -81%
RI
490
Ridgewood Investments
New Jersey
$10.2K +$10.3K +130 New
BWP
491
Baldwin Wealth Partners
Massachusetts
$9.79K
DCM
492
Davis Capital Management
Florida
$9.3K
WIM
493
Westside Investment Management
California
$9.24K
CTWM
494
Cherry Tree Wealth Management
Minnesota
$9.01K -$1.11K -14 -11%
KA
495
Kozak & Associates
Colorado
$8.72K +$79 +1 +0.9%
SAM
496
Smartleaf Asset Management
Massachusetts
$8.16K
PIA
497
Powell Investment Advisors
Florida
$7.19K +$7.31K +92 New
Russell Investments Group
498
Russell Investments Group
United Kingdom
$7.05K +$7.15K +90 New
EL
499
EMFO LLC
Florida
$6.62K +$79 +1 +1%
TCM
500
TruNorth Capital Management
Michigan
$6.5K -$159 -2 -2%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.