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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
176
Focus Partners Advisor Solutions
Missouri
$1.58M +$1.59M +18,612 New
GP
177
Girard Partners
Pennsylvania
$1.48M -$39.5K -462 -3%
IWM
178
IHT Wealth Management
Illinois
$1.47M -$8.09M -94,734 -84%
MWPCG
179
Measured Wealth Private Client Group
New Hampshire
$1.46M -$1.11M -13,014 -43%
LCM
180
Liberty Capital Management
Michigan
$1.45M
WA
181
Wambolt & Associates
Colorado
$1.41M -$20.4K -239 -1%
CAN
182
Cetera Advisor Networks
California
$1.36M +$674K +7,894 +97%
IWA
183
Inspirion Wealth Advisors
Illinois
$1.35M -$59.4K -695 -4%
APC
184
Asset Planning Corporation
Tennessee
$1.33M -$51.5K -603 -4%
AI
185
Atria Investments
North Carolina
$1.33M +$30.7K +360 +2%
LC
186
LTG Capital
Massachusetts
$1.32M +$1.34M +15,634 New
E
187
ETFidea
New York
$1.29M +$1.3M +15,187 New
Creative Planning
188
Creative Planning
Kansas
$1.28M -$128K -1,502 -9%
MS
189
Madden Securities
Texas
$1.25M +$353K +4,130 +39%
AAS
190
Ameritas Advisory Services
Nebraska
$1.25M +$1.26M +14,725 New
HLOC
191
H.L. Ormond & Company
North Carolina
$1.23M +$1.29M +15,071 New
AB
192
Atlas Brown
Kentucky
$1.23M +$4.27K +50 +0.3%
CAMV
193
Concord Asset Management (Virginia)
Virginia
$1.23M +$1.24M +14,533 New
GA
194
GFS Advisors
Texas
$1.22M -$55.1K -645 -4%
KAS
195
Kestra Advisory Services
Texas
$1.2M +$74.9K +877 +7%
CA
196
CGN Advisors
Kansas
$1.2M +$414K +4,850 +52%
SWM
197
SeaCrest Wealth Management
New York
$1.18M -$19.8K -232 -2%
APA
198
American Portfolios Advisors
New York
$1.18M +$114K +1,330 +11%
LL
199
LPWM LLC
Minnesota
$1.09M +$342K +4,006 +45%
FAN
200
Financial Advisors Network
California
$1.04M -$1.37K -16 -0.1%

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.