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State Street SPDR S&P 600 Small Cap Value ETF

550 hedge funds and large institutions have $2.59B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 198 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $347K | Put options by funds: $69K

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

11% more capital invested

Capital invested by funds: $2.34B → $2.59B (+$251M)

3% more funds holding

Funds holding: 533550 (+17)

0.79% more ownership

Funds ownership: 64.73%65.53% (+0.79%)

1% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 198

Holders
550
Holders Change
+17
Holders Change %
+3.19%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
61
Increased
197
Reduced
198
Closed
37
Calls
$347K
Puts
$69K
Net Calls
+$278K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$1.81M -$43.1K -515 -2%
SA
177
Sanctuary Advisors
Indiana
$1.81M -$415K -4,954 -20%
SM
178
Sensible Money
Arizona
$1.8M +$37.1K +443 +2%
PFA
179
Pinnacle Family Advisors
Missouri
$1.78M +$1.71M +20,454 New
CW
180
CreativeOne Wealth
Kansas
$1.78M +$234K +2,795 +16%
FFA
181
Farther Finance Advisors
California
$1.74M -$356K -4,256 -17%
OCG
182
Opus Capital Group
Ohio
$1.72M -$7.53K -90 -0.5%
JFA
183
JNBA Financial Advisors
Minnesota
$1.69M -$647K -7,735 -28%
Citadel Advisors
184
Citadel Advisors
Florida
$1.64M -$4.74M -56,658 -75%
PP
185
Prudential plc
United Kingdom
$1.64M +$1.03M +12,350 +190%
TWM
186
Trueblood Wealth Management
Ohio
$1.6M +$177K +2,116 +13%
IP
187
Ignite Planners
California
$1.59M -$189K -2,257 -11%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$1.57M
CA
189
CoreCap Advisors
Michigan
$1.56M +$96.3K +1,150 +7%
LFA
190
Laraway Financial Advisors
Minnesota
$1.55M -$4.18K -50 -0.3%
E
191
ETFidea
New York
$1.55M -$1.09K -13 -0.1%
EA
192
Eclectic Associates
California
$1.5M +$837 +10 +0.1%
CWM
193
Connecticut Wealth Management
Connecticut
$1.48M
MFT
194
Moisand Fitzgerald Tamayo
Florida
$1.47M -$132K -1,572 -8%
OPWM
195
Oakwell Private Wealth Management
Texas
$1.45M -$48.1K -575 -3%
LC
196
LTG Capital
Massachusetts
$1.43M +$31.8K +380 +2%
CMP
197
Courage Miller Partners
Virginia
$1.41M +$13.1K +157 +1%
UF
198
Univest Financial
Pennsylvania
$1.38M +$1.33M +15,916 New
VA
199
Valmark Advisers
Ohio
$1.36M -$95.4K -1,140 -7%
LPAM
200
Lodestar Private Asset Management
California
$1.34M +$921 +11 +0.1%

SLYV Hedge Fund Activity: Q3 2024 in Review

550 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q3 2024, worth a combined $2.59B — up 11% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SLYV positions and 37 closed out — a net gain of 24 holders — while 197 added to existing stakes and 198 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $23.3M. The largest seller was Ameriprise, cutting an estimated $50.6M.

  • 550 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q3 2024, up from 533 in Q2 2024.
  • Funds reported $2.59B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q3 2024 was Ameriprise, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2024.