We are live on ! Find out more
SLYV icon

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
OC
551
Oppenheimer & Co
New York
-$306K -3,689 Closed
AAS
552
Avantax Advisory Services
Texas
-$247K -2,973 Closed
PWM
553
Paulson Wealth Management
Illinois
-$233K -2,804 Closed
HIC
554
Hartline Investment Corp
Illinois
-$224K -2,701 Closed
MCA
555
MSH Capital Advisors
Arizona
-$218K -2,626 Closed
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
-$208K -2,508 Closed
EF
557
Empowered Funds
Pennsylvania
-$206K -2,477 Closed
HWM
558
HB Wealth Management
Georgia
-$200K -2,412 Closed
IPW
559
Impact Partnership Wealth
Georgia
-$45.1K -543 Closed
FIM
560
Fernwood Investment Management
Massachusetts
-$29K -350 Closed
NIC
561
Northwest Investment Counselors
Oregon
-$28.8K -348 Closed
MAM
562
MMA Asset Management
Pennsylvania
-$21.4K -258 Closed
First Manhattan
563
First Manhattan
New York
-$15.6K -188 Closed
FFWM
564
Future Financial Wealth Management
Ohio
-$14.1K -170 Closed
FCA
565
FinTrust Capital Advisors
South Carolina
-$13.7K -165 Closed
RDIA
566
RE Dickinson Investment Advisors
Iowa
-$6K -69 Closed
JWA
567
JFS Wealth Advisors
Pennsylvania
-$2.58K -31 Closed
TWP
568
TFO Wealth Partners
Ohio
-$913 -11 Closed
RLIM
569
Red Lighthouse Investment Management
New York
-$526 -6 Closed
AWA
570
Alaska Wealth Advisors
Alaska
-$166 -2 Closed

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.