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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
476
Financial Gravity Companies
Texas
$42.5K +$40.9K +489 New
SIS
477
Sound Income Strategies
Florida
$39.9K
AWM
478
Aspire Wealth Management
Massachusetts
$37.5K
GTAM
479
Global Trust Asset Management
Florida
$37.2K
MWA
480
MFA Wealth Advisors
Pennsylvania
$35.9K
TIAAOA
481
Teachers Insurance & Annuity Association of America
New York
$35.6K +$34.3K +410 New
WWP
482
WR Wealth Planners
Missouri
$34K +$32.8K +392 New
TSMHT
483
Thurston Springer Miller Herd & Titak
Indiana
$33.7K +$32.5K +388 New
T
484
Tidemark
California
$33.5K
CPA
485
Capital Performance Advisors
California
$33.3K +$32.1K +383 New
CWC
486
Carolinas Wealth Consulting
North Carolina
$33.1K +$167 +2 +0.5%
RCM
487
Richardson Capital Management
Wisconsin
$32.5K -$1.51K -18 -5%
FFA
488
Founders Financial Alliance
North Carolina
$31.9K
GWSG
489
GPS Wealth Strategies Group
Colorado
$31.3K +$4.1K +49 +16%
NIC
490
Northwest Investment Counselors
Oregon
$30.5K +$29.5K +352 New
PGAM
491
Princeton Global Asset Management
New Jersey
$30.2K +$84 +1 +0.3%
CIA
492
Cape Investment Advisory
Georgia
$29.3K +$5.27K +63 +23%
GWS
493
Glassman Wealth Services
Virginia
$28K -$93.1K -1,112 -77%
RIA
494
Realta Investment Advisors
Delaware
$27.7K -$107K -1,275 -80%
PMFA
495
Plante Moran Financial Advisors
Michigan
$25.6K +$12.1K +144 +95%
TAM
496
Tucker Asset Management
Colorado
$25.6K
OHWP
497
Oak Harbor Wealth Partners
North Carolina
$23.4K
CA
498
Continuum Advisory
Idaho
$23.1K +$419 +5 +2%
AWM
499
Abound Wealth Management
Tennessee
$23.1K +$167 +2 +0.8%
S
500
SignatureFD
Georgia
$23.1K

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.