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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$2.75M +$57.2K +763 +2%
HC
152
Hamilton Capital
Ohio
$2.72M -$614K -8,190 -18%
PWMG
153
Prestige Wealth Management Group
New Jersey
$2.71M +$44.1K +588 +2%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.69M -$52.7K -703 -2%
LJAC
155
L.J. Altfest & Co
New York
$2.67M +$1.41M +18,766 +109%
MFT
156
Moisand Fitzgerald Tamayo
Florida
$2.66M -$1.01M -13,491 -27%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$2.64M +$100K +1,335 +4%
CA
158
Calton & Associates
Florida
$2.63M +$633K +8,438 +31%
SFM
159
Signet Financial Management
New Jersey
$2.6M -$3.68M -49,126 -58%
Brown Advisory
160
Brown Advisory
Maryland
$2.56M +$2.32M +30,980 +876%
GIA
161
Gladstone Institutional Advisory
Florida
$2.53M -$21.2K -283 -0.8%
EE
162
EWG Elevate
California
$2.4M +$126K +1,680 +5%
IWA
163
Inspirion Wealth Advisors
Illinois
$2.37M +$362K +4,829 +18%
DI
164
Diligent Investors
California
$2.33M -$13.3K -178 -0.6%
VWA
165
Visionary Wealth Advisors
Illinois
$2.23M -$725K -9,664 -24%
PSF
166
Pacific Sun Financial
California
$2.21M -$116K -1,550 -5%
AAS
167
Ameritas Advisory Services
Nebraska
$2.2M +$558K +7,443 +34%
CPIG
168
Chicago Partners Investment Group
Illinois
$2.09M +$157K +2,091 +9%
BBW
169
Blue Barn Wealth
Utah
$2.01M -$41.2K -549 -2%
BCM
170
Barden Capital Management
Texas
$2M +$99.8K +1,330 +5%
EFL
171
ERn Financial LLC
Wisconsin
$1.96M -$25.8K -344 -1%
Deutsche Bank
172
Deutsche Bank
Germany
$1.95M
TRCT
173
Tower Research Capital (TRC)
New York
$1.95M +$1.56M +20,858 +389%
PIFP
174
Partners in Financial Planning
Virginia
$1.94M +$145K +1,936 +8%
B
175
Bailard
California
$1.94M +$207K +2,763 +12%

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.