SLYV icon

SPDR S&P 600 Small Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BWG
76
Balanced Wealth Group
Ohio
$7.38M +$6.67M +271,557 +935%
FFN
77
Focus Financial Network
Minnesota
$7.17M -$1.5M -19,590 -17%
ML
78
McAdam LLC
Pennsylvania
$7.14M -$144K -1,737 -2%
CWM
79
CarsonAllaria Wealth Management
Illinois
$7.13M +$747K +9,002 +12%
DWM
80
Dakota Wealth Management
Florida
$7.11M +$7.11M +85,638 New
CFGL
81
Cambridge Financial Group, LLC
Arizona
$6.97M +$8.55K +103 +0.1%
D
82
Diversified
Delaware
$6.84M -$177K -2,130 -3%
RDWM
83
Red Door Wealth Management
Tennessee
$6.83M -$1.93M -23,274 -22%
PA
84
Probity Advisors
Texas
$6.58M +$326K +3,932 +5%
AA
85
ALPS Advisors
Colorado
$6.52M
NL
86
NWAM LLC
Washington
$6.41M +$279K +3,374 +5%
AA
87
Aire Advisors
California
$6.34M -$7.64K -92 -0.1%
FCI
88
Financial Counselors Inc
Kansas
$6.26M -$52.3K -630 -0.8%
SL
89
Salomon & Ludwin
Virginia
$6.22M -$124K -1,489 -2%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$6M +$435K +5,241 +8%
LL
91
LPWM LLC
Minnesota
$5.86M +$55.1K +701 +1%
MML Investors Services
92
MML Investors Services
Massachusetts
$5.78M -$122K -1,467 -2%
KC
93
Kades & Cheifetz
Pennsylvania
$5.34M +$15.7K +189 +0.3%
CFA
94
Cahill Financial Advisors
Minnesota
$5.33M -$2.74K -33 -0.1%
CCMG
95
Clark Capital Management Group
Pennsylvania
$5.31M -$3.85M -46,428 -42%
ACA
96
Aptus Capital Advisors
Alabama
$5.24M +$5.24M +63,160 New
FGG
97
Financial Guidance Group
Florida
$5.24M -$52K -627 -1%
WA
98
Waverly Advisors
Alabama
$5.23M +$4.85M +58,464 +1,288%
MPW
99
Melone Private Wealth
Michigan
$5.16M -$12.1K -146 -0.2%
NHT
100
New Hampshire Trust
New Hampshire
$5.06M -$251K -3,023 -5%