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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
SC
126
Savant Capital
Illinois
$3.62M -$228K -2,718 -6%
TWP
127
Total Wealth Planning
Ohio
$3.55M -$142K -1,692 -4%
TIM
128
Tortoise Investment Management
New York
$3.38M -$72.1K -861 -2%
BBW
129
Blue Barn Wealth
Utah
$3.38M +$167K +1,991 +5%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$3.27M +$22.7K +271 +0.7%
MGIA
131
Moneta Group Investment Advisors
Missouri
$3.25M -$243K -2,901 -7%
CFM
132
Capricorn Fund Managers
United Kingdom
$3.24M +$796K +9,512 +34%
GLA
133
Good Life Advisors
Pennsylvania
$3.21M +$405K +4,843 +15%
CFO
134
Collective Family Office
Pennsylvania
$3.15M -$2.93K -35 -0.1%
CNTOF
135
Canandaigua National Trust of Florida
New York
$3.12M +$3.01M +35,961 New
PS
136
Principal Securities
Iowa
$3.08M +$235K +2,803 +9%
CPIG
137
Chicago Partners Investment Group
Illinois
$3.07M +$252K +3,015 +9%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3.04M +$1.72M +20,515 +142%
WAOTB
139
Wealth Advisors of Tampa Bay
Florida
$3.04M +$496K +5,920 +20%
TWM
140
Tradition Wealth Management
Minnesota
$3.01M +$26.6K +318 +0.9%
SWA
141
Strategies Wealth Advisors
Michigan
$2.94M -$113K -1,353 -4%
B
142
Bailard
California
$2.9M +$80.6K +963 +3%
SCP
143
Stevens Capital Partners
Nebraska
$2.89M +$138K +1,645 +5%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$2.82M +$1.14M +13,585 +72%
GIA
145
Gladstone Institutional Advisory
Florida
$2.81M -$33.7K -403 -1%
KNFPWM
146
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.8M -$330K -3,943 -11%
IAP
147
Indie Asset Partners
Indiana
$2.77M -$1.67K -20 -0.1%
Pathstone Holdings
148
Pathstone Holdings
New Jersey
$2.77M -$32K -382 -1%
DWM
149
Diversify Wealth Management
Utah
$2.63M +$2.58M +30,798 New
FFN
150
Focus Financial Network
Minnesota
$2.46M -$5.34M -63,746 -69%

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.