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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$57.1M
2
RIM
2
Redwood Investment Management
Arizona
$35.8M
3
PWM
3
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
MFG
5
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
2
KWB Wealth
California
$16.7M
3
Creative Planning
3
Creative Planning
Kansas
$42.2M
4
FNT
4
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Savant Capital
Illinois
$3.31M -$175K -2,265 -5%
FFA
127
Farther Finance Advisors
California
$3.3M -$371K -4,808 -10%
FAIM
128
Financial Advocates Investment Management
Washington
$3.29M -$860K -11,144 -21%
TIM
129
Tortoise Investment Management
New York
$3.19M +$108K +1,394 +3%
SQA
130
Simon Quick Advisors
New Jersey
$3.19M -$366K -4,745 -10%
SWA
131
Strategies Wealth Advisors
Michigan
$3.16M +$17.8K +230 +0.6%
RJA
132
Raymond James & Associates
Florida
$3.13M -$496K -6,423 -14%
MMA
133
Miracle Mile Advisors
California
$3.02M -$594K -7,700 -16%
AAP
134
Arax Advisory Partners
Colorado
$3.02M +$109K +1,416 +4%
RA
135
Royce & Associates
New York
$3M – – –
TC
136
TAGStone Capital
North Carolina
$3M -$43.5K -564 -1%
NECFA
137
New England Capital Financial Advisors
Connecticut
$2.99M +$126K +1,628 +4%
CF
138
Centaurus Financial
California
$2.95M -$881K -11,413 -23%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$2.82M -$977K -12,653 -26%
CA
140
Calton & Associates
Florida
$2.8M +$8.11K +105 +0.3%
SWA
141
Stratos Wealth Advisors
Ohio
$2.79M +$38.5K +499 +1%
PWMG
142
Prestige Wealth Management Group
New Jersey
$2.78M -$5.87K -76 -0.2%
KWM
143
Kingsview Wealth Management
Oregon
$2.75M +$59.2K +767 +2%
V
144
Veritable
Delaware
$2.6M -$809K -10,480 -24%
SFM
145
Signet Financial Management
New Jersey
$2.56M -$100K -1,296 -4%
EE
146
EWG Elevate
California
$2.55M +$62K +803 +2%
GIA
147
Gladstone Institutional Advisory
Florida
$2.55M +$1.7K +22 +0.1%
LW
148
Lauer Wealth
Indiana
$2.53M +$367K +4,563 +17%
GLA
149
Good Life Advisors
Pennsylvania
$2.5M -$632K -8,194 -20%
MA
150
Mutual Advisors
Nebraska
$2.5M -$421K -5,455 -14%
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