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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Perritt Capital Management
Illinois
$7.57M +$515K +6,024 +7%
BC
77
Burney Company
Virginia
$7.45M -$209K -2,447 -3%
NEWAS
78
N.E.W. Advisory Services
Wisconsin
$7.34M -$1.12M -13,128 -13%
SEIA
79
Signature Estate & Investment Advisors
California
$7.09M +$225K +2,637 +3%
SFM
80
Signet Financial Management
New Jersey
$7.04M -$106K -1,245 -1%
SFG
81
StrategIQ Financial Group
Indiana
$6.84M +$13.7K +160 +0.2%
Betterment LLC
82
Betterment LLC
New York
$6.71M -$3.03M -35,501 -31%
SL
83
Salomon & Ludwin
Virginia
$6.68M -$145K -1,699 -2%
MG
84
Mather Group
Illinois
$6.48M -$275K -3,218 -4%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$6.41M +$6.16M +72,144 +2,071%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$6.23M -$1.74M -20,313 -22%
RCA
87
Resonant Capital Advisors
Wisconsin
$6.19M +$891K +10,426 +17%
VWA
88
Visionary Wealth Advisors
Illinois
$6.13M +$3.89M +45,568 +170%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$6.11M -$672K -7,864 -10%
PA
90
Probity Advisors
Texas
$6.08M -$24.3K -285 -0.4%
RWM
91
Ritholtz Wealth Management
New York
$5.93M -$228K -2,668 -4%
APP
92
Avantax Planning Partners
Iowa
$5.9M +$2.32M +27,157 +64%
CWA
93
Clarus Wealth Advisors
Arizona
$5.68M +$1.62M +18,922 +40%
WFPG
94
Waller Financial Planning Group
Ohio
$5.47M -$97.5K -1,142 -2%
NL
95
NWAM LLC
Washington
$5.44M -$5.3K -62 -0.1%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$5.38M +$405K +4,738 +8%
CWM
97
CarsonAllaria Wealth Management
Illinois
$5.33M +$5.37M +62,900 New
RJA
98
Raymond James & Associates
Florida
$5.19M +$1.5M +17,524 +40%
CCMG
99
Clark Capital Management Group
Pennsylvania
$5.18M +$289K +3,383 +6%
CFO
100
Collective Family Office
Pennsylvania
$5.01M -$140K -1,642 -3%

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.