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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
176
Acorn Financial Advisory Services
Virginia
$1.74M +$60.9K +800 +4%
CWA
177
CM Wealth Advisors
Ohio
$1.74M – – –
MPM
178
Meritage Portfolio Management
Kansas
$1.69M +$374K +4,906 +28%
NL
179
Navalign LLC
California
$1.66M -$309K -4,051 -16%
EA
180
Eclectic Associates
California
$1.64M -$45.1K -592 -3%
IAP
181
Indie Asset Partners
Indiana
$1.62M -$187K -2,450 -10%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$1.53M -$35.4M -464,767 -96%
OPWM
183
Oakwell Private Wealth Management
Texas
$1.49M -$147K -1,931 -9%
AIS
184
American Investment Services
Massachusetts
$1.49M – – –
SBH
185
Segall Bryant & Hamill
Illinois
$1.48M -$23.8K -312 -2%
CPIG
186
Chicago Partners Investment Group
Illinois
$1.48M -$358K -4,778 -19%
VWA
187
Visionary Wealth Advisors
Illinois
$1.44M -$843K -11,070 -37%
Citadel Advisors
188
Citadel Advisors
Florida
$1.41M -$11.7M -153,081 -89%
LFA
189
Laraway Financial Advisors
Minnesota
$1.39M -$53.9K -707 -4%
SCP
190
Stevens Capital Partners
Nebraska
$1.34M -$165K -2,166 -11%
TMWM
191
Taylor & Morgan Wealth Management
Michigan
$1.3M -$15.2K -199 -1%
LCM
192
Liberty Capital Management
Michigan
$1.3M – – –
UCFA
193
United Capital Financial Advisors
Texas
$1.3M -$152K -2,001 -11%
LPAM
194
Lodestar Private Asset Management
California
$1.26M -$231K -3,033 -16%
APC
195
Asset Planning Corporation
Tennessee
$1.25M +$113K +1,480 +10%
LJAC
196
L.J. Altfest & Co
New York
$1.25M -$1.5M -19,625 -54%
WA
197
Wambolt & Associates
Colorado
$1.24M -$4.41K -58 -0.4%
DI
198
DFPG Investments
Utah
$1.23M +$101K +1,326 +9%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$1.22M -$62.9K -826 -5%
VA
200
Valmark Advisers
Ohio
$1.2M +$138K +1,811 +13%
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