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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
176
Acorn Financial Advisory Services
Virginia
$1.77M – – –
CPIG
177
Chicago Partners Investment Group
Illinois
$1.76M +$171K +2,116 +11%
CWM
178
Connecticut Wealth Management
Connecticut
$1.74M -$119K -1,545 -6%
PIFP
179
Partners in Financial Planning
Virginia
$1.73M -$284K -3,675 -14%
NL
180
Navalign LLC
California
$1.72M +$36.1K +468 +2%
OCG
181
Opus Capital Group
Ohio
$1.67M -$2.28M -29,589 -58%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$1.64M +$93.1K +1,206 +6%
SCP
183
Stevens Capital Partners
Nebraska
$1.59M +$230K +2,980 +17%
OPWM
184
Oakwell Private Wealth Management
Texas
$1.56M +$49.6K +643 +3%
BCM
185
Barden Capital Management
Texas
$1.53M -$551K -7,136 -26%
SBH
186
Segall Bryant & Hamill
Illinois
$1.5M -$3.78K -49 -0.3%
EA
187
Eclectic Associates
California
$1.48M -$188K -2,436 -11%
MWP
188
Meredith Wealth Planning
Illinois
$1.47M -$329K -4,263 -18%
BAM
189
Belpointe Asset Management
Nevada
$1.44M +$1.4M +18,102 +3,694%
DI
190
DFPG Investments
Utah
$1.42M +$109K +1,345 +8%
VA
191
Valmark Advisers
Ohio
$1.4M +$192K +2,489 +16%
LFA
192
Laraway Financial Advisors
Minnesota
$1.39M -$18.5K -240 -1%
AC
193
Anson Capital
Georgia
$1.35M +$727K +9,421 +117%
US Bancorp
194
US Bancorp
Minnesota
$1.33M -$611K -7,918 -32%
LCM
195
Liberty Capital Management
Michigan
$1.32M – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$94.6K +1,225 +8%
WA
197
Wambolt & Associates
Colorado
$1.27M +$10.6K +137 +0.8%
LJAC
198
L.J. Altfest & Co
New York
$1.26M -$5.4K -70 -0.4%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$1.26M +$24.4K +316 +2%
LPAM
200
Lodestar Private Asset Management
California
$1.22M -$48.9K -633 -4%
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