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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
151
Hamilton Capital
Ohio
$2.25M -$544K -7,137 -19%
IWA
152
Inspirion Wealth Advisors
Illinois
$2.23M -$201K -2,636 -8%
HSA
153
HBK Sorce Advisory
Pennsylvania
$2.22M -$2.68M -35,152 -55%
MFT
154
Moisand Fitzgerald Tamayo
Florida
$2.19M -$538K -7,062 -20%
LNC
155
Lincoln National Corp
Pennsylvania
$2.13M +$255K +3,352 +14%
BBW
156
Blue Barn Wealth
Utah
$2.11M +$48.2K +633 +2%
M&T Bank
157
M&T Bank
New York
$2.11M +$2.11M +27,680 New
B
158
Bailard
California
$2.1M +$111K +1,453 +6%
BCM
159
Barden Capital Management
Texas
$2.06M +$5.41K +71 +0.3%
LW
160
Lauer Wealth
Indiana
$2.01M +$2.01M +26,889 New
Deutsche Bank
161
Deutsche Bank
Germany
$2M – – –
Jane Street
162
Jane Street
New York
$2M +$2M +26,262 New
PIFP
163
Partners in Financial Planning
Virginia
$1.99M -$4.34K -57 -0.2%
CAN
164
Cetera Advisor Networks
California
$1.97M +$172K +2,254 +10%
LWM
165
Laidlaw Wealth Management
New York
$1.93M -$20.9K -274 -1%
GVAG
166
Great Valley Advisor Group
Delaware
$1.92M -$6.19M -81,199 -76%
US Bancorp
167
US Bancorp
Minnesota
$1.91M -$1.66M -21,750 -46%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$1.88M +$109K +1,425 +6%
FIM
169
Freedom Investment Management
Connecticut
$1.88M -$98.8K -1,297 -5%
AAS
170
Ameritas Advisory Services
Nebraska
$1.88M -$359K -4,756 -16%
AWS
171
Atria Wealth Solutions
New York
$1.87M +$94.2K +1,237 +5%
EFL
172
ERn Financial LLC
Wisconsin
$1.86M -$153K -2,005 -8%
CWM
173
Connecticut Wealth Management
Connecticut
$1.83M – – –
MWP
174
Meredith Wealth Planning
Illinois
$1.78M +$838 +11 +0%
SM
175
Sensible Money
Arizona
$1.76M -$35K -460 -2%
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