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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
4
Charles Schwab
California
$8.16M
5
AA
5
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
MIS
4
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
176
Deutsche Bank
Germany
$1.68M -$23.3K -322 -1%
AFAS
177
Acorn Financial Advisory Services
Virginia
$1.65M +$7.48K +104 +0.5%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$1.64M -$131K -1,816 -7%
NL
179
Navalign LLC
California
$1.64M +$27K +373 +2%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.64M +$1.64M +22,615 New
CWM
181
Connecticut Wealth Management
Connecticut
$1.63M – – –
MWP
182
Meredith Wealth Planning
Illinois
$1.62M +$238K +3,295 +17%
SM
183
Sensible Money
Arizona
$1.61M -$46.2K -638 -3%
PIFP
184
Partners in Financial Planning
Virginia
$1.6M -$20.2K -279 -1%
BFEC
185
Benjamin F. Edwards & Company
Missouri
$1.58M +$39.1K +541 +3%
KAS
186
Kestra Advisory Services
Texas
$1.49M +$369K +5,097 +33%
OCG
187
Opus Capital Group
Ohio
$1.46M -$109K -1,499 -7%
AC
188
Anson Capital
Georgia
$1.45M +$189K +2,612 +15%
SCP
189
Stevens Capital Partners
Nebraska
$1.43M -$64.6K -892 -4%
OPWM
190
Oakwell Private Wealth Management
Texas
$1.41M -$49.4K -683 -3%
SBH
191
Segall Bryant & Hamill
Illinois
$1.4M – – –
Two Sigma Advisers
192
Two Sigma Advisers
New York
$1.36M +$1.06M +14,600 +348%
LJAC
193
L.J. Altfest & Co
New York
$1.35M +$162K +2,235 +14%
BAM
194
Belpointe Asset Management
Nevada
$1.33M -$11.3K -156 -0.8%
LFA
195
Laraway Financial Advisors
Minnesota
$1.31M – – –
HC
196
Hamilton Capital
Ohio
$1.27M +$391K +5,403 +45%
LCM
197
Liberty Capital Management
Michigan
$1.23M – – –
EA
198
Eclectic Associates
California
$1.23M -$157K -2,163 -11%
VA
199
Valmark Advisers
Ohio
$1.23M -$91.4K -1,263 -7%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$2.46K +34 +0.2%
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8
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