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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
BA
501
Bristlecone Advisors
Washington
$21.6K +$20.8K +249 New
CAL
502
Capital Analysts LLC
Pennsylvania
$19K
MIM
503
MTM Investment Management
South Carolina
$16.7K
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.5K +$84 +1 +0.5%
TCM
505
TD Capital Management
Tennessee
$15.8K +$84 +1 +0.6%
DFA
506
DHJJ Financial Advisors
Illinois
$15.5K
FFWM
507
Future Financial Wealth Management
Ohio
$14.8K +$14.2K +170 New
CJ
508
Caitlin John
Michigan
$13.1K
RI
509
Ridgewood Investments
New Jersey
$11.3K
BWP
510
Baldwin Wealth Partners
Massachusetts
$10.9K
CA
511
Crewe Advisors
Utah
$10.4K -$3.68K -44 -27%
DCM
512
Davis Capital Management
Florida
$10.4K
WIM
513
Westside Investment Management
California
$10.2K
CTWM
514
Cherry Tree Wealth Management
Minnesota
$9.98K
KA
515
Kozak & Associates
Colorado
$9.96K +$84 +1 +0.9%
SAM
516
Smartleaf Asset Management
Massachusetts
$9.09K
Russell Investments Group
517
Russell Investments Group
United Kingdom
$7.81K
TCM
518
TruNorth Capital Management
Michigan
$7.21K
HBW
519
Hazlett, Burt & Watson
West Virginia
$7K +$84 +1 +1%
SS
520
Sunbelt Securities
Texas
$6.77K
GWSA
521
Global Wealth Strategies & Associates
Colorado
$6.77K +$1.17K +14 +22%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$6.51K
FFA
523
Frazier Financial Advisors
Ohio
$6.02K
CPG
524
Cornerstone Planning Group
New Jersey
$5.47K
GWP
525
Gen-Wealth Partners
Michigan
$5.39K +$419 +5 +9%

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.