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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$94.3M
2
DJFS
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
Charles Schwab
California
$8.16M
5
AA
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
Redwood Investment Management
Arizona
$18.8M
2
CIA
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
PRW Wealth Management
Massachusetts
$0
4
MIS
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
501
Vickerman Investment Advisors
Washington
– -$205K -2,662 Closed
FWA
502
Freedom Wealth Alliance
Wisconsin
– -$211K -2,659 Closed
WRPWM
503
Werba Rubin Papier Wealth Management
California
– -$205K -2,658 Closed
CC
504
Courier Capital
New York
– -$202K -2,623 Closed
GWM
505
GSB Wealth Management
Connecticut
– -$77.9K -1,009 Closed
HS
506
Horan Securities
United States
– -$73K -945 Closed
WWM
507
Wagner Wealth Management
South Carolina
– -$65.5K -848 Closed
FA
508
Fiduciary Alliance
South Carolina
– -$53.1K -688 Closed
KM
509
Kalos Management
Georgia
– -$36K -467 Closed
SF
510
Safeguard Financial
Wisconsin
– -$34K -445 Closed
LC
511
Lindbrook Capital
California
– -$21.2K -275 Closed
RI
512
Ridgewood Investments
New Jersey
– -$10K -130 Closed
TFA
513
Transamerica Financial Advisors
Florida
– -$10K -120 Closed
CA
514
Crewe Advisors
Utah
– -$7.03K -91 Closed
IGWM
515
ICA Group Wealth Management
Colorado
– -$6.79K -88 Closed
GT
516
Glenmede Trust
Pennsylvania
– -$6.48K -85 Closed
WWP
517
WR Wealth Planners
Missouri
– -$6.45K -84 Closed
OP
518
ORG Partners
Indiana
– -$4.75K -61 Closed
CAS
519
Coppell Advisory Solutions
Texas
– -$3.47K -45 Closed
AIA
520
Armor Investment Advisors
North Carolina
– -$1.54K -20 Closed
TVWM
521
Tower View Wealth Management
Wisconsin
– -$1K -17 Closed
PFBT
522
Parkside Financial Bank & Trust
Missouri
– -$850 -11 Closed
HWA
523
HHM Wealth Advisors
Tennessee
– -$393 -5 Closed
RDFA
524
Ritter Daniher Financial Advisory
Ohio
– -$78 -1 Closed
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