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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

478 hedge funds and large institutions have $3.46B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 151 reducing their positions, and 27 closing their positions.

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
7.71%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.73%
New
64
Increased
191
Reduced
151
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$898M
2
Ameriprise
2
Ameriprise
Minnesota
$73.4M
3
NHT
3
New Hampshire Trust
New Hampshire
$19M
4
PWM
4
PRW Wealth Management
Massachusetts
$17.2M
5
LPL Financial
5
LPL Financial
California
$113M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$44.1M
2
Bank of America
2
Bank of America
North Carolina
$111M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$36M
4
NP
4
NorthRock Partners
Minnesota
$33.2M
5
Wells Fargo
5
Wells Fargo
California
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
WWA
51
WCG Wealth Advisors
Nevada
$14.4M 194,560 +17,982 +10%
BWM
52
BerganKDV Wealth Management
Minnesota
$13.4M 180,333 +10,910 +6%
HPA
53
High Probability Advisors
New York
$13.4M 180,323 +786 +0.4%
LFS
54
Lutz Financial Services
Nebraska
$13.1M 175,831 -1,892 -1%
ADL
55
Asset Dedication LLC
California
$13M 175,126 -1,686 -1%
Citadel Advisors
56
Citadel Advisors
Florida
$12.7M 171,630 +167,812 +4,395%
Truist Financial
57
Truist Financial
North Carolina
$12.6M 169,140 -3,624 -2%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$11.6M 156,476 -132 -0.1%
RWM
59
Reston Wealth Management
Virginia
$10.9M 147,292 +52,233 +55%
GIA
60
GHP Investment Advisors
Colorado
$10.8M 145,293 +3,674 +3%
SFG
61
Sage Financial Group
Pennsylvania
$10.8M 145,057 +2,552 +2%
OCG
62
Opus Capital Group
Ohio
$10.4M 139,769 +10,868 +8%
RIM
63
Rockbridge Investment Management
New York
$9.91M 133,522 -948 -0.7%
SWM
64
Seaside Wealth Management
California
$9.39M 126,484 +4,356 +4%
TAIM
65
TD Ameritrade Investment Management
Nebraska
$9.37M 126,233 -5,347 -4%
RIM
66
Redwood Investment Management
Arizona
$9.35M 125,861 -18,286 -13%
TF
67
TIAA FSB
Florida
$9.31M 125,450 +13,657 +12%
FSG
68
Financial Strategies Group
Michigan
$9.06M 122,041 +1,758 +1%
CPP
69
Capasso Planning Partners
South Carolina
$8.56M 115,363 +6,143 +6%
ML
70
McAdam LLC
Pennsylvania
$8.38M 98,904 -149 -0.2%
RG
71
Retirement Group
California
$8.22M 110,773 +22,554 +26%
TSWM
72
Triangle Securities Wealth Management
North Carolina
$8.15M 109,769 -1,723 -2%
MBFW
73
Morton Brown Family Wealth
Pennsylvania
$8.02M 108,084 -4,364 -4%
RDWM
74
Red Door Wealth Management
Tennessee
$7.91M 106,627 +3,811 +4%
GVAG
75
Great Valley Advisor Group
Delaware
$7.89M 106,368 +21,025 +25%
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