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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

548 hedge funds and large institutions have $2.59B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
7.93%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
62
Increased
195
Reduced
197
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$24.4M
2
TCM
Tradewinds Capital Management
Washington
$16.8M
3
NL
NWAM LLC
Washington
$12.7M
4
Goldman Sachs
Goldman Sachs
New York
$25.2M
5
MWM
Merriman Wealth Management
Washington
$10.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$58.4M
2
BWG
Balanced Wealth Group
Ohio
$9.29M
3
CIA
Compass Ion Advisors
Pennsylvania
$0
4
RDWM
Red Door Wealth Management
Tennessee
$0
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Arete Wealth Advisors
Illinois
$2.4M +$1.47M +17,056 +160%
RJA
152
Raymond James & Associates
Florida
$2.4M +$352K +4,054 +17%
BEI
153
Benjamin Edwards Inc
Missouri
$2.39M +$2.39M +27,548 New
KAS
154
Kestra Advisory Services
Texas
$2.34M +$63.9K +736 +3%
FSWA
155
Financial Synergies Wealth Advisors
Texas
$2.33M -$306K -3,526 -12%
MCM
156
MAI Capital Management
Ohio
$2.27M -$138K -1,584 -6%
IWM
157
IHT Wealth Management
Illinois
$2.25M +$458K +5,297 +26%
SQA
158
Simon Quick Advisors
New Jersey
$2.23M -$234K -2,694 -9%
HC
159
Hamilton Capital
Ohio
$2.22M +$453K +5,308 +26%
EFL
160
ERn Financial LLC
Wisconsin
$2.22M -$2.95K -34 -0.1%
PSF
161
Pacific Sun Financial
California
$2.21M -$75.1K -865 -3%
MA
162
Mutual Advisors
Nebraska
$2.17M -$1.8K -21 -0.1%
PIFP
163
Partners in Financial Planning
Virginia
$2.16M +$6.43K +74 +0.3%
CWA
164
CM Wealth Advisors
Ohio
$2.09M – – –
FIM
165
Freedom Investment Management
Connecticut
$2.07M -$191K -2,199 -8%
MWP
166
Meredith Wealth Planning
Illinois
$2.07M +$20.1K +232 +1%
LJAC
167
L.J. Altfest & Co
New York
$2.05M +$23.4K +270 +1%
CA
168
Calton & Associates
Florida
$2.04M -$1.21M -13,937 -37%
FTS
169
Fifth Third Securities
Ohio
$2M -$58K -668 -3%
SFM
170
Signet Financial Management
New Jersey
$1.99M -$90.1K -1,038 -4%
IWA
171
Inspirion Wealth Advisors
Illinois
$1.9M -$111K -1,279 -6%
DI
172
Diligent Investors
California
$1.87M +$8.94K +103 +0.5%
EIA
173
Eldridge Investment Advisors
New Hampshire
$1.85M +$7.03K +81 +0.4%
SWA
174
Stratos Wealth Advisors
Ohio
$1.85M -$15.8K -182 -0.8%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$1.81M -$44.7K -515 -2%
5 6
7
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