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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

548 hedge funds and large institutions have $2.59B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
7.93%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
62
Increased
195
Reduced
197
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$24.4M
2
TCM
2
Tradewinds Capital Management
Washington
$16.8M
3
NL
3
NWAM LLC
Washington
$12.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$25.2M
5
MWM
5
Merriman Wealth Management
Washington
$10.1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$58.4M
2
BWG
2
Balanced Wealth Group
Ohio
$9.29M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$0
4
RDWM
4
Red Door Wealth Management
Tennessee
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$12M -$1.9M -21,833 -14%
HighTower Advisors
52
HighTower Advisors
Illinois
$11.6M +$274K +3,154 +2%
ORG
53
Optimist Retirement Group
Washington
$11.2M +$214K +2,465 +2%
TSWM
54
Triangle Securities Wealth Management
North Carolina
$10.8M -$33.2K -382 -0.3%
CWP
55
Concord Wealth Partners
Virginia
$10.8M +$471K +5,424 +5%
CAMV
56
Concord Asset Management (Virginia)
Virginia
$10.7M +$703K +8,095 +7%
TIAA Trust, National Association
57
TIAA Trust, National Association
North Carolina
$10.5M -$1.02M -11,806 -9%
RIM
58
Rockbridge Investment Management
New York
$10.3M -$4.66M -53,673 -31%
MWM
59
Merriman Wealth Management
Washington
$10.1M +$10.1M +116,841 New
Corient Private Wealth
60
Corient Private Wealth
Florida
$9.94M -$2.46M -28,347 -20%
PCM
61
Perritt Capital Management
Illinois
$9.65M +$127K +1,462 +1%
BWG
62
Balanced Wealth Group
Ohio
$9.29M -$17.5M -203,937 -65%
NEWAS
63
N.E.W. Advisory Services
Wisconsin
$9.29M +$230K +2,649 +3%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$9.21M +$925K +10,653 +11%
PIA
65
Perennial Investment Advisors
California
$8.89M -$509K -5,857 -5%
BW
66
BIP Wealth
Georgia
$8.84M +$1.23M +14,212 +16%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$8.78M +$135K +1,560 +2%
CWM
68
CarsonAllaria Wealth Management
Illinois
$8.76M +$866K +9,978 +11%
FPAS
69
Focus Partners Advisor Solutions
Missouri
$8.66M -$537K -6,187 -6%
MG
70
Mather Group
Illinois
$8.37M +$618K +7,114 +8%
PAG
71
Private Advisor Group
New Jersey
$7.73M +$85K +979 +1%
GWM
72
Geneos Wealth Management
Colorado
$7.62M -$455K -5,240 -6%
D
73
Diversified
Delaware
$7.46M +$288K +3,316 +4%
DE
74
Diversified Enterprises
Delaware
$7.46M +$7.46M +85,901 New
Charles Schwab
75
Charles Schwab
California
$7.43M -$459K -5,284 -6%
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3
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