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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.56B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.7%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
40
Increased
195
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
51
WCG Wealth Advisors
Nevada
$12.1M -$4.94M -59,523 -29%
UBS Group
52
UBS Group
Switzerland
$11.9M -$3.57M -43,024 -23%
WFP
53
Wrenne Financial Planning
Kentucky
$11.8M +$930K +11,211 +9%
TIAA Trust, National Association
54
TIAA Trust, National Association
North Carolina
$11.2M +$621K +7,488 +6%
RCA
55
Resonant Capital Advisors
Wisconsin
$10.8M +$665K +8,013 +7%
HighTower Advisors
56
HighTower Advisors
Illinois
$10.6M +$132K +1,596 +1%
ORG
57
Optimist Retirement Group
Washington
$10.4M +$769K +9,274 +8%
TSWM
58
Triangle Securities Wealth Management
North Carolina
$10.3M +$60.2K +726 +0.6%
TCM
59
Tradewinds Capital Management
Washington
$10.1M +$9.96M +120,042 +10,348%
CWP
60
Concord Wealth Partners
Virginia
$9.76M -$764K -9,203 -7%
RG
61
Retirement Group
California
$9.67M +$55.3K +666 +0.6%
CIA
62
Compass Ion Advisors
Pennsylvania
$9.54M -$464K -5,593 -5%
SEIA
63
Signature Estate & Investment Advisors
California
$9.34M +$982K +11,834 +12%
CAMV
64
Concord Asset Management (Virginia)
Virginia
$9.23M -$708K -8,537 -7%
FPAS
65
Focus Partners Advisor Solutions
Missouri
$9.05M +$7.74M +93,321 +593%
PCM
66
Perritt Capital Management
Illinois
$8.9M +$162K +1,950 +2%
PIA
67
Perennial Investment Advisors
California
$8.58M +$1.02M +12,241 +13%
BW
68
BIP Wealth
Georgia
$8.28M +$207K +2,496 +3%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$8.16M +$734K +8,848 +10%
NEWAS
70
N.E.W. Advisory Services
Wisconsin
$8.05M +$19K +229 +0.2%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$7.97M +$360K +4,336 +5%
Charles Schwab
72
Charles Schwab
California
$7.91M -$271K -3,262 -3%
MG
73
Mather Group
Illinois
$7.58M -$18.3K -220 -0.2%
GWM
74
Geneos Wealth Management
Colorado
$7.54M +$381K +4,591 +5%
NWM
75
Northwest Wealth Management
Iowa
$7.39M +$88.7K +1,069 +1%
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