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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$7.77M -$2.65M -35,371 -25%
PCM
77
Perritt Capital Management
Illinois
$7.31M +$168K +2,244 +2%
MG
78
Mather Group
Illinois
$7.29M +$30.2K +403 +0.4%
NWM
79
Northwest Wealth Management
Iowa
$7.05M -$706K -9,409 -9%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$7.03M +$55K +733 +0.8%
RCA
81
Resonant Capital Advisors
Wisconsin
$7M -$1.85M -24,681 -21%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$6.97M -$162K -2,163 -2%
SEIA
83
Signature Estate & Investment Advisors
California
$6.72M +$312K +4,163 +5%
CCMG
84
Clark Capital Management Group
Pennsylvania
$6.64M +$6.71M +89,470 New
Goldman Sachs
85
Goldman Sachs
New York
$6.42M -$149K -1,987 -2%
LWM
86
Ledge Wealth Management
Minnesota
$6.39M +$473K +6,304 +8%
KFI
87
Key Financial Inc
Pennsylvania
$6.34M
DWM
88
Denver Wealth Management
Colorado
$6.33M +$434K +5,781 +7%
NCMW
89
Northern Capital Management (Washington)
Washington
$6.3M -$339K -4,521 -5%
LL
90
LPWM LLC
Minnesota
$6.16M +$232K +3,099 +4%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$6.16M -$109K -1,450 -2%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$5.79M +$81.1K +1,081 +1%
SL
93
Salomon & Ludwin
Virginia
$5.71M -$93.1K -1,241 -2%
NL
94
NWAM LLC
Washington
$5.66M +$263K +3,511 +5%
MML Investors Services
95
MML Investors Services
Massachusetts
$5.55M +$158K +2,101 +3%
CWA
96
Clarus Wealth Advisors
Arizona
$5.35M -$188K -2,504 -4%
PA
97
Probity Advisors
Texas
$5.34M +$47.2K +629 +0.9%
IA
98
IFP Advisors
Florida
$5.28M -$116K -1,545 -4%
FGG
99
Financial Guidance Group
Florida
$5.15M +$67.7K +902 +1%
PSCM
100
Per Stirling Capital Management
Texas
$5.12M +$5.18M +69,030 New

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.