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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$2.49M +$2.17M +28,150 +678%
IFA
152
Interactive Financial Advisors
Illinois
$2.48M +$2.48M +32,174 New
IA
153
IFP Advisors
Florida
$2.47M -$117K -1,515 -5%
B
154
Bailard
California
$2.31M +$182K +2,362 +9%
BBW
155
Blue Barn Wealth
Utah
$2.3M +$161K +2,089 +8%
IWA
156
Inspirion Wealth Advisors
Illinois
$2.28M +$20.1K +261 +0.9%
PSF
157
Pacific Sun Financial
California
$2.27M +$2.27M +29,821 New
DI
158
Diligent Investors
California
$2.23M -$169K -2,190 -7%
IAP
159
Indie Asset Partners
Indiana
$2.18M +$536K +6,950 +33%
M&T Bank
160
M&T Bank
New York
$2.05M -$85.8K -1,112 -4%
MPM
161
Meritage Portfolio Management
Kansas
$2.05M +$332K +4,299 +19%
AWS
162
Atria Wealth Solutions
New York
$2.03M +$132K +1,709 +7%
CAN
163
Cetera Advisor Networks
California
$2.01M +$22.9K +297 +1%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.98M +$71.7K +929 +4%
CWA
165
CM Wealth Advisors
Ohio
$1.96M – – –
EFL
166
ERn Financial LLC
Wisconsin
$1.92M +$31.6K +410 +2%
FIM
167
Freedom Investment Management
Connecticut
$1.91M +$6.25K +81 +0.3%
LWM
168
Laidlaw Wealth Management
New York
$1.91M -$47.2K -611 -2%
MFT
169
Moisand Fitzgerald Tamayo
Florida
$1.89M -$324K -4,191 -15%
GVAG
170
Great Valley Advisor Group
Delaware
$1.89M -$57.7K -747 -3%
BFA
171
BMS Financial Advisors
South Dakota
$1.88M +$1.88M +24,415 New
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$1.83M +$1.2M +15,568 +191%
Deutsche Bank
173
Deutsche Bank
Germany
$1.81M -$214K -2,775 -11%
PWG
174
Portside Wealth Group
Utah
$1.77M +$1.77M +22,973 New
SM
175
Sensible Money
Arizona
$1.77M -$9.42K -122 -0.5%
5 6
7
8 9