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State Street SPDR S&P 600 Small Cap Value ETF

479 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 191 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,041% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $119K

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 152

22% more funds holding in top 10

Funds holding in top 10: 3745 (+8)

6% more funds holding

Funds holding: 453479 (+26)

2.1% more ownership

Funds ownership: 62.84%64.95% (+2.1%)

10% less capital invested

Capital invested by funds: $3.84B → $3.46B (-$387M)

Holders
479
Holders Change
+26
Holders Change %
+5.74%
% of All Funds
7.7%
Holding in Top 10
45
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.62%
% of All Funds
0.72%
New
64
Increased
191
Reduced
152
Closed
27
Calls
$1.36M
Puts
$119K
Net Calls
+$1.24M
Net Calls Change
-$171K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
176
Freedom Investment Management
Connecticut
$1.93M -$64.4K -859 -3%
NL
177
Navalign LLC
California
$1.92M +$33.3K +444 +2%
LWM
178
Laidlaw Wealth Management
New York
$1.9M -$228K -3,040 -11%
LNC
179
Lincoln National Corp
Pennsylvania
$1.83M +$588K +7,835 +47%
CWA
180
CM Wealth Advisors
Ohio
$1.79M
CWM
181
Connecticut Wealth Management
Connecticut
$1.78M
PFA
182
Pinnacle Family Advisors
Missouri
$1.78M -$102K -1,354 -5%
IAP
183
Indie Asset Partners
Indiana
$1.76M -$229K -3,050 -11%
CAN
184
Cetera Advisor Networks
California
$1.75M +$365K +4,861 +26%
SM
185
Sensible Money
Arizona
$1.75M +$1.76M +23,527 New
MWP
186
Meredith Wealth Planning
Illinois
$1.73M +$1.75M +23,352 New
AWS
187
Atria Wealth Solutions
New York
$1.73M +$125K +1,661 +8%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$1.73M +$730K +9,733 +72%
EA
189
Eclectic Associates
California
$1.64M +$7.88K +105 +0.5%
AFAS
190
Acorn Financial Advisory Services
Virginia
$1.64M -$60K -800 -3%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$1.63M -$98.1K -1,308 -6%
FHA
192
Flagship Harbor Advisors
Massachusetts
$1.6M +$966K +12,878 +149%
OPWM
193
Oakwell Private Wealth Management
Texas
$1.6M +$305K +4,071 +23%
HHRDM
194
H&H Retirement Design & Management
Nevada
$1.58M +$18.5K +247 +1%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$1.58M +$873K +11,636 +121%
PCIA
196
Prime Capital Investment Advisors
Kansas
$1.54M +$4.2K +56 +0.3%
SWM
197
Spire Wealth Management
Virginia
$1.51M +$1.51M +20,071 +5,991%
AIS
198
American Investment Services
Massachusetts
$1.49M
KAS
199
Kestra Advisory Services
Texas
$1.48M +$480K +6,401 +47%
SCP
200
Stevens Capital Partners
Nebraska
$1.47M +$1.49M +19,806 New

SLYV Hedge Fund Activity: Q4 2022 in Review

479 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2022, worth a combined $3.46B — down 10% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SLYV positions and 27 closed out — a net gain of 37 holders — while 191 added to existing stakes and 152 trimmed.

The largest buyer was Ameriprise, adding an estimated $19.6M. The largest seller was Stifel Financial, cutting an estimated $19.8M.

  • 479 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2022, up from 453 in Q3 2022.
  • Funds reported $3.46B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 64 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2022 and 27 closed out, a net change of +37 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2022 was Ameriprise, an estimated $19.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2022 was Stifel Financial, an estimated $19.8M sold.

Based on aggregated 13F filings for Q4 2022.