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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
151
Great Valley Advisor Group
Delaware
$2.45M +$339K +4,055 +17%
AWA
152
Arete Wealth Advisors
Illinois
$2.4M +$1.43M +17,056 +160%
RJA
153
Raymond James & Associates
Florida
$2.4M +$339K +4,054 +17%
BEI
154
Benjamin Edwards Inc
Missouri
$2.39M +$2.31M +27,548 New
KAS
155
Kestra Advisory Services
Texas
$2.34M +$61.6K +736 +3%
FSWA
156
Financial Synergies Wealth Advisors
Texas
$2.33M -$295K -3,526 -12%
MCM
157
MAI Capital Management
Ohio
$2.27M -$133K -1,584 -6%
IWM
158
IHT Wealth Management
Illinois
$2.25M +$443K +5,297 +26%
SQA
159
Simon Quick Advisors
New Jersey
$2.23M -$226K -2,694 -9%
HC
160
Hamilton Capital
Ohio
$2.22M +$444K +5,308 +26%
EFL
161
ERn Financial LLC
Wisconsin
$2.22M -$2.85K -34 -0.1%
PSF
162
Pacific Sun Financial
California
$2.21M -$72.4K -865 -3%
MA
163
Mutual Advisors
Nebraska
$2.17M -$1.76K -21 -0.1%
PIFP
164
Partners in Financial Planning
Virginia
$2.16M +$6.19K +74 +0.3%
CWA
165
CM Wealth Advisors
Ohio
$2.09M
FIM
166
Freedom Investment Management
Connecticut
$2.07M -$184K -2,199 -8%
MWP
167
Meredith Wealth Planning
Illinois
$2.07M +$19.4K +232 +1%
LJAC
168
L.J. Altfest & Co
New York
$2.05M +$22.6K +270 +1%
CA
169
Calton & Associates
Florida
$2.04M -$1.17M -13,937 -37%
FTS
170
Fifth Third Securities
Ohio
$2M -$55.9K -668 -3%
SFM
171
Signet Financial Management
New Jersey
$1.99M -$86.9K -1,038 -4%
IWA
172
Inspirion Wealth Advisors
Illinois
$1.9M -$107K -1,279 -6%
DI
173
Diligent Investors
California
$1.87M +$8.62K +103 +0.5%
EIA
174
Eldridge Investment Advisors
New Hampshire
$1.85M +$6.78K +81 +0.4%
SWA
175
Stratos Wealth Advisors
Ohio
$1.85M -$15.2K -182 -0.8%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.