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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
HHRDM
151
H&H Retirement Design & Management
Nevada
$2.39M +$2.46M +28,846 New
PIFP
152
Partners in Financial Planning
Virginia
$2.34M -$67.7K -793 -3%
RDWM
153
Red Door Wealth Management
Tennessee
$2.24M +$409K +4,784 +22%
CWM
154
Connecticut Wealth Management
Connecticut
$2.23M -$26.5K -310 -1%
5L
155
55I LLC
Massachusetts
$2.19M +$207K +2,420 +10%
EE
156
EWG Elevate
California
$2.17M +$214K +2,509 +11%
EA
157
Eclectic Associates
California
$2.14M +$237K +2,775 +12%
GWM
158
Geneos Wealth Management
Colorado
$2.1M +$591K +6,918 +39%
CA
159
Calton & Associates
Florida
$2.08M +$116K +1,357 +6%
V
160
Veritable
Delaware
$2.03M
BCM
161
Barden Capital Management
Texas
$2M +$2.01M +23,590 New
UCFA
162
United Capital Financial Advisors
Texas
$1.96M -$44.7K -523 -2%
AFAS
163
Acorn Financial Advisory Services
Virginia
$1.94M -$19.9K -233 -1%
BEI
164
Benjamin Edwards Inc
Missouri
$1.93M +$192K +2,251 +11%
CPIG
165
Chicago Partners Investment Group
Illinois
$1.93M +$119K +1,388 +6%
BBW
166
Blue Barn Wealth
Utah
$1.91M +$227K +2,654 +13%
GVAG
167
Great Valley Advisor Group
Delaware
$1.87M -$11.3K -132 -0.6%
PCIA
168
Prime Capital Investment Advisors
Kansas
$1.84M +$118K +1,385 +7%
FWM
169
Foresight Wealth Management
Utah
$1.8M +$8.46K +99 +0.5%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$1.79M -$12K -140 -0.7%
RIM
171
Redwood Investment Management
Arizona
$1.79M -$35.7M -418,180 -95%
SG
172
StoneX Group
New York
$1.79M +$654K +7,662 +57%
AIS
173
American Investment Services
Massachusetts
$1.7M
LJAC
174
L.J. Altfest & Co
New York
$1.69M +$369K +4,317 +28%
MSWMA
175
Market Street Wealth Management Advisors
Indiana
$1.65M -$137K -1,600 -8%

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.