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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
4
Charles Schwab
California
$8.16M
5
AA
5
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
MIS
4
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
GHP Investment Advisors
Colorado
$11M +$311K +4,469 +3%
RIM
52
Rockbridge Investment Management
New York
$10.8M +$262K +3,626 +2%
RWM
53
Reston Wealth Management
Virginia
$10.6M -$738K -10,192 -6%
MSRI
54
Michael S. Ryan Inc
New York
$10.4M +$158K +2,329 +2%
TIAA Trust, National Association
55
TIAA Trust, National Association
North Carolina
$10.4M +$10.4M +143,086 New
CWP
56
Concord Wealth Partners
Virginia
$9.85M +$1.13M +15,642 +13%
CPP
57
Capasso Planning Partners
South Carolina
$9.72M +$466K +6,437 +5%
KFI
58
Key Financial Inc
Pennsylvania
$9.66M +$292K +4,039 +3%
FFN
59
Focus Financial Network
Minnesota
$9.38M +$224K +3,090 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$8.81M -$401K -5,556 -4%
RCA
61
Resonant Capital Advisors
Wisconsin
$8.64M +$250K +3,461 +3%
CIA
62
Compass Ion Advisors
Pennsylvania
$8.63M -$13.9M -192,404 -62%
RG
63
Retirement Group
California
$8.47M +$234K +3,227 +3%
MG
64
Mather Group
Illinois
$8.42M +$1.27M +17,493 +18%
CAMV
65
Concord Asset Management (Virginia)
Virginia
$8.41M +$1.07M +14,787 +15%
Charles Schwab
66
Charles Schwab
California
$8.16M +$8.16M +112,758 New
Betterment LLC
67
Betterment LLC
New York
$8.15M -$2.5M -34,553 -23%
RDWM
68
Red Door Wealth Management
Tennessee
$8.04M -$48.5K -670 -0.6%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$7.84M +$68.4K +945 +0.9%
Corient Private Wealth
70
Corient Private Wealth
Florida
$7.71M +$156K +2,156 +2%
PCM
71
Perritt Capital Management
Illinois
$7.4M +$47.5K +657 +0.6%
NEWAS
72
N.E.W. Advisory Services
Wisconsin
$7.17M +$163K +2,248 +2%
CCMG
73
Clark Capital Management Group
Pennsylvania
$7.1M +$137K +1,890 +2%
SEIA
74
Signature Estate & Investment Advisors
California
$7.08M +$179K +2,467 +3%
BW
75
BIP Wealth
Georgia
$6.89M -$580K -8,013 -8%
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