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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
126
Total Wealth Planning
Ohio
$3.65M -$152K -1,834 -4%
NECFA
127
New England Capital Financial Advisors
Connecticut
$3.65M +$332K +4,003 +10%
CWM
128
Congress Wealth Management
Massachusetts
$3.62M -$193K -2,328 -5%
TC
129
TAGStone Capital
North Carolina
$3.59M +$145K +1,753 +4%
MGIA
130
Moneta Group Investment Advisors
Missouri
$3.58M -$543K -6,546 -13%
AAP
131
Arax Advisory Partners
Colorado
$3.58M -$4.56K -55 -0.1%
AAS
132
Ameritas Advisory Services
Nebraska
$3.52M +$810K +9,881 +30%
KNFPWM
133
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.5M -$887K -10,694 -20%
SC
134
Savant Capital
Illinois
$3.4M -$59.2K -714 -2%
TIM
135
Tortoise Investment Management
New York
$3.34M +$257K +3,098 +8%
RA
136
RFG Advisory
Alabama
$3.33M +$315K +3,791 +10%
SWA
137
Stratos Wealth Advisors
Ohio
$3.33M +$132K +1,587 +4%
MAM
138
Marotta Asset Management
Virginia
$3.3M +$4.48K +54 +0.1%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$3.22M -$7.22K -87 -0.2%
JFA
140
JNBA Financial Advisors
Minnesota
$3.18M -$275K -3,310 -8%
MBFW
141
Morton Brown Family Wealth
Pennsylvania
$3.14M -$7.01M -84,471 -69%
SWA
142
Strategies Wealth Advisors
Michigan
$3.12M -$110K -1,325 -3%
CA
143
Calton & Associates
Florida
$3.1M +$33.6K +405 +1%
CFO
144
Collective Family Office
Pennsylvania
$3.01M – – –
GIA
145
Gladstone Institutional Advisory
Florida
$2.94M -$47.3K -570 -2%
BBW
146
Blue Barn Wealth
Utah
$2.93M +$53.9K +650 +2%
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$2.81M – – –
TWM
148
Tradition Wealth Management
Minnesota
$2.79M +$2.79M +33,616 New
IAP
149
Indie Asset Partners
Indiana
$2.76M +$169K +2,031 +7%
GLA
150
Good Life Advisors
Pennsylvania
$2.65M +$13.8K +166 +0.5%
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