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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
CIM
501
Contravisory Investment Management
Massachusetts
$6.26K -$5.4K -68 -46%
SS
502
Sunbelt Securities
Texas
$6.11K
HBW
503
Hazlett, Burt & Watson
West Virginia
$6K +$79 +1 +1%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$5.87K -$82.6K -1,040 -93%
TWP
505
Triad Wealth Partners
Kansas
$5.79K +$5.88K +74 New
FFA
506
Frazier Financial Advisors
Ohio
$5.41K
SA
507
Scarborough Advisors
Maryland
$5.33K
CPG
508
Cornerstone Planning Group
New Jersey
$5.02K -$1.83K -23 -27%
GWSA
509
Global Wealth Strategies & Associates
Colorado
$5.01K
GWP
510
Gen-Wealth Partners
Michigan
$4.44K +$556 +7 +14%
PFM
511
Phillips Financial Management
Indiana
$4.38K
AA
512
Ancora Advisors
Ohio
$4.23K
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$4.07K -$159K -2,000 -97%
Simplex Trading
514
Simplex Trading
Illinois
$4K +$4.76K +60 New
CAS
515
Coppell Advisory Solutions
Texas
$3.99K +$4.05K +51 New
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92K
TVWM
517
Tower View Wealth Management
Wisconsin
$3.76K
IGWM
518
ICA Group Wealth Management
Colorado
$3.29K
MRCM
519
M&R Capital Management
New Jersey
$2.77K
AIP
520
Ameritas Investment Partners
Nebraska
$2.74K
SFC
521
Strategic Financial Concepts
Texas
$2.71K +$18.6M +234,468 +9,091%
AIC
522
Archer Investment Corporation
Indiana
$2.51K
VCM
523
Versant Capital Management
Arizona
$2.51K
WIA
524
Wetzel Investment Advisors
Indiana
$2.07K
NS
525
NBC Securities
Alabama
$2K

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.