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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$57.1M
2
RIM
2
Redwood Investment Management
Arizona
$35.8M
3
PWM
3
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
MFG
5
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
2
KWB Wealth
California
$16.7M
3
Creative Planning
3
Creative Planning
Kansas
$42.2M
4
FNT
4
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Reston Wealth Management
Virginia
$12.1M +$416K +5,388 +4%
SFG
52
Sage Financial Group
Pennsylvania
$11.8M +$257K +3,332 +2%
MSRI
53
Michael S. Ryan Inc
New York
$11.7M +$11.7M +150,574 New
FSG
54
Financial Strategies Group
Michigan
$11.6M +$2.13M +27,547 +22%
MBFW
55
Morton Brown Family Wealth
Pennsylvania
$11.4M +$1.99M +25,775 +21%
Betterment LLC
56
Betterment LLC
New York
$11.4M -$848K -10,992 -7%
RIM
57
Rockbridge Investment Management
New York
$11.3M +$644K +8,340 +6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$10.7M -$31.3M -406,058 -75%
KFI
59
Key Financial Inc
Pennsylvania
$10M +$1.19M +15,354 +13%
CPP
60
Capasso Planning Partners
South Carolina
$9.87M +$611K +7,910 +7%
HighTower Advisors
61
HighTower Advisors
Illinois
$9.83M +$85.7K +1,111 +0.9%
FFN
62
Focus Financial Network
Minnesota
$9.76M +$176K +2,276 +2%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$9.32M -$187K -2,427 -2%
CWP
64
Concord Wealth Partners
Virginia
$9.3M +$2.87M +37,206 +45%
RCA
65
Resonant Capital Advisors
Wisconsin
$8.94M +$1.04M +13,484 +13%
RG
66
Retirement Group
California
$8.79M +$68.8K +891 +0.8%
RDWM
67
Red Door Wealth Management
Tennessee
$8.62M +$176K +2,284 +2%
TSWM
68
Triangle Securities Wealth Management
North Carolina
$8.29M -$50.9K -659 -0.6%
Corient Private Wealth
69
Corient Private Wealth
Florida
$8.06M -$259K -3,360 -3%
BW
70
BIP Wealth
Georgia
$7.97M +$1.1M +14,284 +16%
PCM
71
Perritt Capital Management
Illinois
$7.85M +$199K +2,572 +3%
CAMV
72
Concord Asset Management (Virginia)
Virginia
$7.83M +$1.33M +17,199 +20%
PAG
73
Private Advisor Group
New Jersey
$7.76M -$7.69M -99,422 -50%
MG
74
Mather Group
Illinois
$7.63M +$72.6K +940 +1%
NEWAS
75
N.E.W. Advisory Services
Wisconsin
$7.47M +$144K +1,869 +2%
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