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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.47%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
LPL Financial
California
$128M
3
Wells Fargo
Wells Fargo
California
$29M
4
FFN
Focus Financial Network
Minnesota
$9.46M
5
RIM
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
Stifel Financial
Missouri
$490K
3
BFEC
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.63M
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$488K -6,403 -29%
LC
202
LTG Capital
Massachusetts
$1.18M -$17.2K -226 -1%
JWCA
203
J.W. Cole Advisors
Florida
$1.17M +$192K +2,525 +20%
CMP
204
Courage Miller Partners
Virginia
$1.1M +$32.8K +431 +3%
GP
205
Girard Partners
Pennsylvania
$1.08M +$160K +2,098 +17%
KAS
206
Kestra Advisory Services
Texas
$1.05M -$467K -6,127 -31%
NFG
207
Northeast Financial Group
Pennsylvania
$1.04M -$748 -9 -0.1%
AF
208
Allworth Financial
California
$1.04M -$290K -3,811 -22%
BCM
209
Brookstone Capital Management
Illinois
$1.02M +$690K +9,144 +210%
WWM
210
Western Wealth Management
Colorado
$1.02M +$11.1K +146 +1%
AB
211
Atlas Brown
Kentucky
$1.01M -$2.67K -35 -0.3%
MSWMA
212
Market Street Wealth Management Advisors
Indiana
$942K – – –
IWM
213
IHT Wealth Management
Illinois
$940K -$9.83K -129 -1%
VWM
214
Valley Wealth Managers
New Jersey
$911K +$38.2K +501 +4%
William Blair & Company
215
William Blair & Company
Illinois
$907K -$262K -3,441 -22%
SWM
216
SeaCrest Wealth Management
New York
$906K -$56.1K -737 -6%
WI
217
WrapManager Inc
California
$906K +$11.9K +156 +1%
FF
218
Financial Futures
New Jersey
$904K -$151K -1,984 -14%
CW
219
CreativeOne Wealth
Kansas
$894K +$26.2K +344 +3%
PCA
220
Prosperity Capital Advisors
Ohio
$838K +$48.6K +638 +6%
QC
221
Quent Capital
New York
$833K -$305 -4 -0%
Two Sigma Advisers
222
Two Sigma Advisers
New York
$830K +$830K +10,900 New
MWPCG
223
Measured Wealth Private Client Group
New Hampshire
$812K -$54.4K -714 -6%
WFA
224
Wellspring Financial Advisors
Ohio
$810K -$39K -512 -5%
DIS
225
Diversified Investment Strategies
Louisiana
$799K +$99.5K +1,306 +14%
7 8
9
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