We are live on ! Find out more
SLYV icon

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
PHAM
101
Palisades Hudson Asset Management
Florida
$4.92M -$33.5K -392 -0.7%
MWM
102
Modera Wealth Management
New Jersey
$4.81M -$31.5K -369 -0.6%
CFA
103
Cahill Financial Advisors
Minnesota
$4.8M +$27.6K +323 +0.6%
TRCT
104
Tower Research Capital (TRC)
New York
$4.75M +$4.79M +56,119 New
KNFPWM
105
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.62M +$4.65M +54,494 New
KWM
106
Kingsview Wealth Management
Oregon
$4.38M +$168K +1,967 +4%
AFS
107
Annapolis Financial Services
Maryland
$4.28M +$4.44K +52 +0.1%
WWM
108
Windsor Wealth Management
Indiana
$4.22M -$1.92M -22,424 -32%
PSUF
109
People's United Financial
Connecticut
$4.13M -$1.21M -14,120 -22%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$4.08M -$3.08K -36 -0.1%
MMA
111
Miracle Mile Advisors
California
$4.07M -$6.24K -73 -0.2%
Citadel Advisors
112
Citadel Advisors
Florida
$4.04M +$4.07M +47,671 New
JFA
113
JNBA Financial Advisors
Minnesota
$4.03M -$20.2K -236 -0.5%
SC
114
Savant Capital
Illinois
$3.98M -$83.8K -981 -2%
MGIA
115
Moneta Group Investment Advisors
Missouri
$3.94M +$105K +1,230 +3%
MPW
116
Melone Private Wealth
Michigan
$3.8M +$3.83M +44,893 New
SWA
117
Stratos Wealth Advisors
Ohio
$3.78M +$841K +9,844 +28%
BSW
118
Buckingham Strategic Wealth
Missouri
$3.75M +$14.2K +166 +0.4%
ASN
119
Advisory Services Network
Georgia
$3.75M +$2.61M +30,605 +224%
PWM
120
Provident Wealth Management
Tennessee
$3.72M +$452K +5,286 +14%
GIA
121
Gladstone Institutional Advisory
Florida
$3.6M +$394K +4,608 +12%
FFA
122
Fragasso Financial Advisors
Pennsylvania
$3.57M +$253K +2,963 +8%
MAM
123
Marotta Asset Management
Virginia
$3.46M +$47.5K +556 +1%
VWA
124
V Wealth Advisors
Kansas
$3.36M -$854 -10 -0%
TWP
125
Total Wealth Planning
Ohio
$3.2M +$481K +5,629 +12%

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.