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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Northwest Wealth Management
Iowa
$7.41M -$227K -2,710 -3%
CFGA
77
Cambridge Financial Group (Arizona)
Arizona
$7.24M -$70.5K -842 -1%
RIM
78
Redwood Investment Management
Arizona
$7.16M +$4.35M +51,963 +169%
FCI
79
Financial Counselors Inc
Kansas
$6.64M -$60.9K -727 -0.9%
AA
80
Aire Advisors
California
$6.57M +$12.1K +144 +0.2%
MML Investors Services
81
MML Investors Services
Massachusetts
$6.53M -$43K -514 -0.7%
ODIJL
82
One Day In July LLC
Vermont
$6.49M +$1.95M +23,271 +45%
LL
83
LPWM LLC
Minnesota
$6.42M +$144K +1,719 +2%
CCMG
84
Clark Capital Management Group
Pennsylvania
$6.19M +$233K +2,788 +4%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$6.05M +$366K +4,373 +7%
KC
86
Kades & Cheifetz
Pennsylvania
$5.86M +$154K +1,840 +3%
PWM
87
Provident Wealth Management
Tennessee
$5.83M +$446K +5,323 +9%
CAAM
88
Cornerstone Advisors Asset Management
Pennsylvania
$5.72M
MPW
89
Melone Private Wealth
Michigan
$5.69M +$226K +2,696 +4%
PA
90
Probity Advisors
Texas
$5.62M -$201K -2,406 -4%
ML
91
McAdam LLC
Pennsylvania
$5.54M -$1.7M -20,263 -24%
MWM
92
Marietta Wealth Management
Georgia
$5.54M +$146K +1,749 +3%
WFPG
93
Waller Financial Planning Group
Ohio
$5.29M +$144K +1,723 +3%
WP
94
WealthShield Partners
North Carolina
$5.28M +$313K +3,734 +7%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$5.19M +$1.2M +14,372 +32%
TC
96
TownSquare Capital
Utah
$5.16M +$287K +3,431 +6%
RWM
97
Ritholtz Wealth Management
New York
$5.12M +$51.3K +613 +1%
PHAM
98
Palisades Hudson Asset Management
Florida
$5.11M -$78.2K -934 -2%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$5.09M +$612K +7,308 +14%
DWM
100
Dakota Wealth Management
Florida
$5.08M -$1.55M -18,489 -24%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.