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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$4.57M -$369K -4,647 -7%
RWM
102
Ritholtz Wealth Management
New York
$4.57M +$397 +5 +0%
MBI
103
May Barnhard Investments
Maryland
$4.5M -$94.4K -1,189 -2%
WP
104
WealthShield Partners
North Carolina
$4.47M +$12.1K +152 +0.3%
TC
105
TownSquare Capital
Utah
$4.38M -$27.4M -345,171 -86%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.25M -$3.02K -38 -0.1%
IFA
107
Interactive Financial Advisors
Illinois
$4.2M +$43K +541 +1%
KF
108
Krilogy Financial
Missouri
$4.17M -$132K -1,664 -3%
MWM
109
Modera Wealth Management
New Jersey
$4.11M +$1.91K +24 +0%
ODIJL
110
One Day In July LLC
Vermont
$4.03M +$2.32M +29,160 +131%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$4.02M +$134K +1,690 +3%
CWA
112
Clarus Wealth Advisors
Arizona
$3.95M -$42.3K -533 -1%
AFS
113
Annapolis Financial Services
Maryland
$3.73M +$2.06K +26 +0.1%
Two Sigma Investments
114
Two Sigma Investments
New York
$3.69M -$31.8K -400 -0.8%
ACA
115
Aptus Capital Advisors
Alabama
$3.67M -$1.3M -16,342 -26%
FGG
116
Financial Guidance Group
Florida
$3.67M -$1.3M -16,342 -26%
TWP
117
Total Wealth Planning
Ohio
$3.66M -$113K -1,422 -3%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$3.56M -$189K -2,375 -5%
AAP
119
Arax Advisory Partners
Colorado
$3.51M +$138K +1,736 +4%
NECFA
120
New England Capital Financial Advisors
Connecticut
$3.5M +$63.5K +799 +2%
LFG
121
Larson Financial Group
Missouri
$3.5M -$95.9K -1,207 -3%
SC
122
Savant Capital
Illinois
$3.48M +$272K +3,421 +8%
PWMG
123
Prestige Wealth Management Group
New Jersey
$3.4M -$123K -1,544 -3%
TC
124
TAGStone Capital
North Carolina
$3.35M -$38.7K -487 -1%
MAM
125
Marotta Asset Management
Virginia
$3.18M +$105K +1,328 +3%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.