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State Street SPDR S&P 600 Small Cap Value ETF

533 hedge funds and large institutions have $2.34B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

0.18% more ownership

Funds ownership: 64.55%64.73% (+0.18%)

0% more funds holding

Funds holding: 533533 (0)

8% less capital invested

Capital invested by funds: $2.56B → $2.34B (-$217M)

11% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 213

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
533
Holders Change
Holders Change %
0%
% of All Funds
7.7%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
45
Increased
190
Reduced
213
Closed
37
Calls
$78K
Puts
Net Calls
+$78K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
176
Diligent Investors
California
$1.68M -$41.5K -523 -2%
SWA
177
Stratos Wealth Advisors
Ohio
$1.68M -$1.49M -18,725 -47%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$1.67M -$106K -1,335 -6%
EIA
179
Eldridge Investment Advisors
New Hampshire
$1.67M -$86.3K -1,087 -5%
HC
180
Hamilton Capital
Ohio
$1.62M +$140K +1,766 +9%
IWM
181
IHT Wealth Management
Illinois
$1.62M +$161K +2,027 +11%
IP
182
Ignite Planners
California
$1.59M +$175K +2,198 +12%
SM
183
Sensible Money
Arizona
$1.59M -$55.8K -702 -3%
OCG
184
Opus Capital Group
Ohio
$1.56M +$953 +12 +0.1%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$1.49M +$552K +6,956 +58%
MFT
186
Moisand Fitzgerald Tamayo
Florida
$1.45M -$63.2K -796 -4%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$1.42M +$772K +9,715 +115%
LFA
188
Laraway Financial Advisors
Minnesota
$1.41M -$7.86K -99 -0.5%
EFN
189
Equita Financial Network
Pennsylvania
$1.41M -$7.31K -92 -0.5%
E
190
ETFidea
New York
$1.4M +$10.6K +133 +0.8%
CW
191
CreativeOne Wealth
Kansas
$1.38M -$5.48K -69 -0.4%
EA
192
Eclectic Associates
California
$1.35M +$20.6K +260 +2%
OPWM
193
Oakwell Private Wealth Management
Texas
$1.35M -$3.26K -41 -0.2%
Deutsche Bank
194
Deutsche Bank
Germany
$1.34M -$382K -4,807 -22%
CWM
195
Connecticut Wealth Management
Connecticut
$1.34M
CA
196
CoreCap Advisors
Michigan
$1.32M -$48.4K -610 -3%
VA
197
Valmark Advisers
Ohio
$1.31M -$94.9K -1,195 -7%
TWM
198
Trueblood Wealth Management
Ohio
$1.28M +$16K +201 +1%
LC
199
LTG Capital
Massachusetts
$1.26M +$64.6K +814 +5%
CMP
200
Courage Miller Partners
Virginia
$1.26M +$2.46K +31 +0.2%

SLYV Hedge Fund Activity: Q2 2024 in Review

533 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2024, worth a combined $2.34B — down 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SLYV positions and 37 closed out — a net gain of 8 holders — while 190 added to existing stakes and 213 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26.3M. The largest seller was Redwood Investment Management, cutting an estimated $37.2M.

  • 533 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $2.34B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2024 and 37 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $26.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2024 was Redwood Investment Management, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2024.