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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

460 hedge funds and large institutions have $2.5B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+3
Holders Change %
+0.66%
% of All Funds
7.78%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
0.64%
New
58
Increased
191
Reduced
147
Closed
43
Calls
$391K
Puts
–
Net Calls
+$391K
Net Calls Change
+$391K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$59.8M
2
Cerity Partners
Cerity Partners
New York
$30.8M
3
Citadel Advisors
Citadel Advisors
Florida
$22.2M
4
CPO
Cerity Partners OCIO
New York
$26.8M
5
TC
Trilogy Capital
California
$18.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$142M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
$6.78M
3
TWM
Tradition Wealth Management
Minnesota
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
Stifel Financial
Stifel Financial
Missouri
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFGK
151
Keystone Financial Group (Kentucky)
Kentucky
$2.42M +$253K +3,491 +12%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$2.4M +$6.88K +95 +0.3%
MWM
153
Marietta Wealth Management
Georgia
$2.4M -$171K -2,368 -7%
PSF
154
Pacific Sun Financial
California
$2.36M -$27.5K -380 -1%
PPW
155
Parcion Private Wealth
Washington
$2.33M +$2.1M +27,982 +906%
SWA
156
Strategies Wealth Advisors
Michigan
$2.29M +$183K +2,525 +9%
DI
157
Diligent Investors
California
$2.25M +$11.7K +162 +0.5%
IWA
158
Inspirion Wealth Advisors
Illinois
$2.22M +$974K +13,445 +78%
EE
159
EWG Elevate
California
$2.22M -$1.01M -14,018 -31%
LWM
160
Laidlaw Wealth Management
New York
$2.07M -$19K -262 -0.9%
NL
161
Navalign LLC
California
$2.03M -$10.4K -143 -0.5%
IAP
162
Indie Asset Partners
Indiana
$2.01M -$171K -2,365 -8%
EFL
163
ERn Financial LLC
Wisconsin
$1.99M -$188K -2,594 -9%
FIM
164
Freedom Investment Management
Connecticut
$1.98M -$199K -2,751 -9%
PFA
165
Pinnacle Family Advisors
Missouri
$1.96M +$1.96M +27,023 New
BCM
166
Barden Capital Management
Texas
$1.94M +$111K +1,533 +6%
GVAG
167
Great Valley Advisor Group
Delaware
$1.94M +$121K +1,673 +7%
BBW
168
Blue Barn Wealth
Utah
$1.92M +$99.4K +1,373 +5%
CA
169
Calton & Associates
Florida
$1.91M +$93.3K +1,288 +5%
PIFP
170
Partners in Financial Planning
Virginia
$1.89M -$284K -3,738 -13%
CPIG
171
Chicago Partners Investment Group
Illinois
$1.89M +$8.72K +111 +0.5%
HHRDM
172
H&H Retirement Design & Management
Nevada
$1.88M -$375K -4,811 -17%
SWA
173
Stratos Wealth Advisors
Ohio
$1.86M +$71.5K +987 +4%
CWM
174
Connecticut Wealth Management
Connecticut
$1.75M – – –
CWA
175
CM Wealth Advisors
Ohio
$1.75M +$1.75M +24,130 New
5 6
7
8 9