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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K

Top Buyers

1
SGDR
1
SPX Gestao de Recursos
Brazil
$12.3M
2
IWM
2
IHT Wealth Management
Illinois
$12.8M
3
RIM
3
Redwood Investment Management
Arizona
$13.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.51M
5
AssetMark Inc
5
AssetMark Inc
California
$4.99M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$7.46M
2
TCM
2
Tradewinds Capital Management
Washington
$109K
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
AWM
4
Avior Wealth Management
Nebraska
$18M
5
GIM
5
Goelzer Investment Management
Indiana
$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$2.7M -$129K -1,481 -5%
GVAG
152
Great Valley Advisor Group
Delaware
$2.65M +$190K +2,178 +8%
EWA
153
EP Wealth Advisors
California
$2.58M +$1.96M +22,428 +314%
DWM
154
Diversify Wealth Management
Utah
$2.56M -$61.5K -724 -2%
HC
155
Hamilton Capital
Ohio
$2.54M +$269K +3,088 +12%
KNFPWM
156
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.47M -$340K -3,900 -12%
FWI
157
Facet Wealth Inc
Maryland
$2.42M -$2.6M -29,750 -52%
KAS
158
Kestra Advisory Services
Texas
$2.4M +$49K +562 +2%
TRCT
159
Tower Research Capital (TRC)
New York
$2.34M +$2.34M +26,765 New
FSWA
160
Financial Synergies Wealth Advisors
Texas
$2.3M -$41.9K -480 -2%
MCM
161
MAI Capital Management
Ohio
$2.29M +$4.8K +55 +0.2%
FFN
162
Focus Financial Network
Minnesota
$2.26M -$215K -2,464 -9%
RWM
163
Rialto Wealth Management
New York
$2.25M +$2.25M +25,771 New
CW
164
CreativeOne Wealth
Kansas
$2.24M +$458K +5,252 +26%
KWA
165
Kingswood Wealth Advisors
California
$2.24M +$2.24M +25,648 New
MA
166
Mutual Advisors
Nebraska
$2.23M -$2.83K -32 -0.1%
PIFP
167
Partners in Financial Planning
Virginia
$2.23M +$57.5K +659 +3%
PSF
168
Pacific Sun Financial
California
$2.17M -$48.9K -560 -2%
IAA
169
Independent Advisor Alliance
North Carolina
$2.16M +$1.92M +22,014 +809%
EFL
170
ERn Financial LLC
Wisconsin
$2.14M -$85.3K -978 -4%
MWP
171
Meredith Wealth Planning
Illinois
$2.13M +$53.6K +614 +3%
LJAC
172
L.J. Altfest & Co
New York
$2.13M +$65.2K +747 +3%
CWA
173
CM Wealth Advisors
Ohio
$2.11M – – –
IWA
174
Inspirion Wealth Advisors
Illinois
$2.08M +$179K +2,054 +9%
BMWS
175
Brady Martz Wealth Solutions
North Dakota
$2.08M +$2.08M +23,951 New
5 6
7
8 9