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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$2.19M -$101K -1,267 -5%
CFM
152
Capricorn Fund Managers
United Kingdom
$2.18M
MCM
153
MAI Capital Management
Ohio
$2.17M +$1.91M +24,061 +650%
Jane Street
154
Jane Street
New York
$2.15M +$2.18M +27,473 New
JFA
155
JNBA Financial Advisors
Minnesota
$2.13M -$887K -11,165 -29%
AWS
156
Atria Wealth Solutions
New York
$2.12M +$338K +4,260 +19%
PSF
157
Pacific Sun Financial
California
$2.06M -$62.7K -790 -3%
KAS
158
Kestra Advisory Services
Texas
$2.05M +$199K +2,510 +11%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$2.05M +$194K +2,440 +10%
FIM
160
Freedom Investment Management
Connecticut
$2.04M +$16.6K +209 +0.8%
EFL
161
ERn Financial LLC
Wisconsin
$2M +$46.9K +590 +2%
MBFW
162
Morton Brown Family Wealth
Pennsylvania
$1.96M -$1.17M -14,680 -39%
PIFP
163
Partners in Financial Planning
Virginia
$1.94M +$107K +1,347 +6%
MPM
164
Meritage Portfolio Management
Kansas
$1.93M -$8.58K -108 -0.4%
SA
165
Sanctuary Advisors
Indiana
$1.91M +$1.93M +24,335 New
GVAG
166
Great Valley Advisor Group
Delaware
$1.89M +$4.29K +54 +0.2%
CWA
167
CM Wealth Advisors
Ohio
$1.89M
FFA
168
Farther Finance Advisors
California
$1.89M +$12.6K +159 +0.7%
SFM
169
Signet Financial Management
New Jersey
$1.87M -$252K -3,174 -12%
CWM
170
Congress Wealth Management
Massachusetts
$1.86M -$1.58M -19,871 -46%
FTS
171
Fifth Third Securities
Ohio
$1.85M +$1.88M +23,661 New
MWP
172
Meredith Wealth Planning
Illinois
$1.85M +$16.4K +206 +0.9%
RJA
173
Raymond James & Associates
Florida
$1.84M -$22.2K -280 -1%
LJAC
174
L.J. Altfest & Co
New York
$1.83M -$28.3K -356 -1%
IWA
175
Inspirion Wealth Advisors
Illinois
$1.81M -$7.94K -100 -0.4%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.