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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K

Top Buyers

1
SGDR
1
SPX Gestao de Recursos
Brazil
$12.3M
2
IWM
2
IHT Wealth Management
Illinois
$12.8M
3
RIM
3
Redwood Investment Management
Arizona
$13.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.51M
5
AssetMark Inc
5
AssetMark Inc
California
$4.99M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$7.46M
2
TCM
2
Tradewinds Capital Management
Washington
$109K
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
AWM
4
Avior Wealth Management
Nebraska
$18M
5
GIM
5
Goelzer Investment Management
Indiana
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$11.6M -$1.48K -17 -0%
ADL
52
Asset Dedication LLC
California
$11.3M -$1.11M -12,758 -9%
Goldman Sachs
53
Goldman Sachs
New York
$11.1M -$14.2M -163,310 -56%
Mariner
54
Mariner
Kansas
$10.9M -$1.19M -13,619 -10%
TSWM
55
Triangle Securities Wealth Management
North Carolina
$10.8M -$52.2K -598 -0.5%
MWM
56
Merriman Wealth Management
Washington
$10.1M -$113K -1,298 -1%
PCM
57
Perritt Capital Management
Illinois
$10M +$346K +3,962 +4%
CWP
58
Concord Wealth Partners
Virginia
$10M -$826K -9,462 -8%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$9.95M +$1.25M +14,293 +14%
RIM
60
Rockbridge Investment Management
New York
$9.84M -$523K -5,996 -5%
CAMV
61
Concord Asset Management (Virginia)
Virginia
$9.83M -$882K -10,112 -8%
BWG
62
Balanced Wealth Group
Ohio
$9.73M +$217K +2,472 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$9.59M +$769K +8,815 +9%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$9.54M +$292K +3,349 +3%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$9.51M +$6.22M +71,238 +189%
BW
66
BIP Wealth
Georgia
$9.49M +$608K +6,964 +7%
NEWAS
67
N.E.W. Advisory Services
Wisconsin
$9.07M -$259K -2,968 -3%
CWM
68
CarsonAllaria Wealth Management
Illinois
$9.07M +$263K +3,016 +3%
MWM
69
Modera Wealth Management
New Jersey
$8.94M +$4.16M +47,639 +87%
MG
70
Mather Group
Illinois
$8.2M -$209K -2,394 -2%
PAG
71
Private Advisor Group
New Jersey
$8M +$235K +2,698 +3%
ODIJL
72
One Day In July LLC
Vermont
$7.84M +$1.32M +15,080 +20%
GWM
73
Geneos Wealth Management
Colorado
$7.75M +$94K +1,077 +1%
DE
74
Diversified Enterprises
Delaware
$7.72M +$220K +2,526 +3%
MIS
75
Morningstar Investment Services
Illinois
$7.46M -$44.8M -513,057 -86%
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