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State Street SPDR S&P 600 Small Cap Value ETF

453 hedge funds and large institutions have $3.84B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $2.5B → $3.84B (+$1.34B)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

2% less funds holding

Funds holding: 461453 (-8)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

2.89% less ownership

Funds ownership: 65.73%62.84% (-2.9%)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
453
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.8%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
34
Increased
180
Reduced
165
Closed
38
Calls
$1.41M
Puts
Net Calls
+$1.41M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
151
M&T Bank
New York
$2.24M -$411K -5,458 -14%
MIAN
152
Mariner Independent Advisor Network
Kansas
$2.13M +$2.38M +31,652 New
DI
153
Diligent Investors
California
$2.12M +$41.1K +547 +2%
PSF
154
Pacific Sun Financial
California
$2.1M -$104K -1,380 -4%
EE
155
EWG Elevate
California
$2.06M +$6.69K +89 +0.3%
LWM
156
Laidlaw Wealth Management
New York
$1.92M +$4.66K +62 +0.2%
PIFP
157
Partners in Financial Planning
Virginia
$1.9M -$58.6K -779 -3%
BBW
158
Blue Barn Wealth
Utah
$1.86M +$89K +1,183 +4%
IWA
159
Inspirion Wealth Advisors
Illinois
$1.82M -$268K -3,563 -12%
CA
160
Calton & Associates
Florida
$1.81M +$47K +625 +2%
FIM
161
Freedom Investment Management
Connecticut
$1.8M -$35.1K -467 -2%
IAP
162
Indie Asset Partners
Indiana
$1.8M -$76K -1,010 -4%
EFL
163
ERn Financial LLC
Wisconsin
$1.8M -$50.8K -675 -2%
Deutsche Bank
164
Deutsche Bank
Germany
$1.76M +$963K +12,804 +95%
WWM
165
Western Wealth Management
Colorado
$1.74M +$156K +2,069 +9%
BCM
166
Barden Capital Management
Texas
$1.72M -$92.2K -1,226 -5%
CPIG
167
Chicago Partners Investment Group
Illinois
$1.71M -$128K -1,696 -7%
NL
168
Navalign LLC
California
$1.71M -$189K -2,517 -9%
PFA
169
Pinnacle Family Advisors
Missouri
$1.7M -$127K -1,682 -6%
BEI
170
Benjamin Edwards Inc
Missouri
$1.62M +$201K +2,669 +12%
CWM
171
Connecticut Wealth Management
Connecticut
$1.61M -$10.5K -140 -0.6%
B
172
Bailard
California
$1.57M +$236K +3,139 +16%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$1.56M -$10.9K -145 -0.6%
AFAS
174
Acorn Financial Advisory Services
Virginia
$1.54M
AAS
175
Ameritas Advisory Services
Nebraska
$1.49M +$92.1K +1,225 +6%

SLYV Hedge Fund Activity: Q3 2022 in Review

453 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2022, worth a combined $3.84B — up 54% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SLYV and 34 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 180 added.

The largest buyer was KWB Wealth, adding an estimated $31.1M. The largest seller was Hamilton Capital, cutting an estimated $71.2M.

  • 453 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2022, down from 461 in Q2 2022.
  • Funds reported $3.84B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2022, up 54% quarter-over-quarter.
  • 34 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2022 and 38 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2022 was KWB Wealth, an estimated $31.1M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2022 was Hamilton Capital, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2022.