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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$57.1M
2
RIM
Redwood Investment Management
Arizona
$35.8M
3
PWM
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
Bank of America
North Carolina
$135M
5
MFG
Merit Financial Group
Georgia
$5.85M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
KWB Wealth
California
$16.7M
3
Creative Planning
Creative Planning
Kansas
$42.2M
4
FNT
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMWM
201
Taylor & Morgan Wealth Management
Michigan
$1.22M -$103K -1,336 -8%
GP
202
Girard Partners
Pennsylvania
$1.19M +$103K +1,329 +9%
KAS
203
Kestra Advisory Services
Texas
$1.19M +$124K +1,607 +12%
William Blair & Company
204
William Blair & Company
Illinois
$1.19M +$272K +3,526 +30%
LC
205
LTG Capital
Massachusetts
$1.18M -$15.6K -202 -1%
CMP
206
Courage Miller Partners
Virginia
$1.14M +$29.6K +384 +3%
APC
207
Asset Planning Corporation
Tennessee
$1.13M -$142K -1,838 -11%
Two Sigma Investments
208
Two Sigma Investments
New York
$1.12M +$1.12M +14,480 New
UCFA
209
United Capital Financial Advisors
Texas
$1.1M -$217K -2,807 -16%
BC
210
Burney Company
Virginia
$1.1M -$1.35M -17,545 -55%
AIS
211
American Investment Services
Massachusetts
$1.08M -$465K -6,020 -30%
JWCA
212
J.W. Cole Advisors
Florida
$1.08M -$106K -1,371 -9%
IWM
213
IHT Wealth Management
Illinois
$1.03M +$73K +946 +8%
AB
214
Atlas Brown
Kentucky
$1.02M +$309 +4 +0%
PCA
215
Prosperity Capital Advisors
Ohio
$1.02M +$168K +2,174 +20%
WWM
216
Western Wealth Management
Colorado
$1M -$29.7K -385 -3%
VWA
217
Visionary Wealth Advisors
Illinois
$991K -$472K -6,112 -32%
BCM
218
Brookstone Capital Management
Illinois
$963K -$68.7K -899 -7%
CW
219
CreativeOne Wealth
Kansas
$953K +$47.3K +613 +5%
HC
220
Hamilton Capital
Ohio
$933K -$1.35M -17,427 -59%
VWM
221
Valley Wealth Managers
New Jersey
$929K +$5.94K +77 +0.6%
MSWMA
222
Market Street Wealth Management Advisors
Indiana
$915K -$39.4K -510 -4%
SWM
223
SeaCrest Wealth Management
New York
$907K -$11.3K -146 -1%
SWM
224
Seed Wealth Management
Illinois
$906K +$174K +2,260 +24%
AAS
225
Ameritas Advisory Services
Nebraska
$905K -$997K -13,047 -52%
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