SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.56B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 195 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.7%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
40
Increased
195
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$1.96M +$143K +1,725 +8%
WAOTB
177
Wealth Advisors of Tampa Bay
Florida
$1.96M +$229K +2,763 +13%
LW
178
Lauer Wealth
Indiana
$1.96M -$759K -9,619 -28%
PIFP
179
Partners in Financial Planning
Virginia
$1.95M -$32.7K -394 -2%
CWA
180
CM Wealth Advisors
Ohio
$1.94M – – –
MWP
181
Meredith Wealth Planning
Illinois
$1.94M +$11.7K +141 +0.6%
IWA
182
Inspirion Wealth Advisors
Illinois
$1.93M – – –
Betterment LLC
183
Betterment LLC
New York
$1.93M -$6.68M -80,524 -78%
AWS
184
Atria Wealth Solutions
New York
$1.89M -$137K -1,653 -7%
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$1.88M +$32.9K +397 +2%
EIA
186
Eldridge Investment Advisors
New Hampshire
$1.86M -$3.98K -48 -0.2%
ODIJL
187
One Day In July LLC
Vermont
$1.85M +$1.5M +18,028 +421%
DI
188
Diligent Investors
California
$1.82M -$67K -807 -4%
Deutsche Bank
189
Deutsche Bank
Germany
$1.82M -$89K -1,073 -5%
SM
190
Sensible Money
Arizona
$1.74M -$108K -1,297 -6%
OCG
191
Opus Capital Group
Ohio
$1.65M -$21.7K -262 -1%
MFT
192
Moisand Fitzgerald Tamayo
Florida
$1.6M -$104K -1,256 -6%
HC
193
Hamilton Capital
Ohio
$1.57M +$257K +3,092 +19%
IWM
194
IHT Wealth Management
Illinois
$1.55M +$429K +5,167 +38%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$138K +1,658 +10%
IP
196
Ignite Planners
California
$1.51M +$287K +3,503 +24%
LFA
197
Laraway Financial Advisors
Minnesota
$1.5M +$83 +1 +0%
EFN
198
Equita Financial Network
Pennsylvania
$1.5M -$552K -6,652 -27%
VA
199
Valmark Advisers
Ohio
$1.49M +$43.2K +521 +3%
CW
200
CreativeOne Wealth
Kansas
$1.47M -$445K -5,358 -23%
6 7
8
9 10