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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

480 hedge funds and large institutions have $2.27B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 188 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
-17
Holders Change %
-3.42%
% of All Funds
7.65%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
32
Increased
188
Reduced
183
Closed
43
Calls
$441K
Puts
$7K
Net Calls
+$434K
Net Calls Change
-$284K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$94.3M
2
DJFS
2
Dean Jacobson Financial Services
Texas
$20.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.5M
4
Charles Schwab
4
Charles Schwab
California
$8.16M
5
AA
5
ALPS Advisors
Colorado
$5.55M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$18.8M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$8.63M
3
PWM
3
PRW Wealth Management
Massachusetts
$0
4
MIS
4
Morningstar Investment Services
Illinois
$36.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
201
CreativeOne Wealth
Kansas
$1.2M +$310K +4,281 +35%
WA
202
Wambolt & Associates
Colorado
$1.15M -$18.8K -264 -2%
CMP
203
Courage Miller Partners
Virginia
$1.15M +$85.4K +1,180 +8%
FPAS
204
Focus Partners Advisor Solutions
Missouri
$1.14M -$39.7K -549 -3%
LPAM
205
Lodestar Private Asset Management
California
$1.13M -$20.5K -283 -2%
TMWM
206
Taylor & Morgan Wealth Management
Michigan
$1.12M -$19K -262 -2%
GP
207
Girard Partners
Pennsylvania
$1.11M -$7.31K -101 -0.7%
LC
208
LTG Capital
Massachusetts
$1.1M +$72 +1 +0%
IWM
209
IHT Wealth Management
Illinois
$1.07M +$109K +1,512 +11%
APC
210
Asset Planning Corporation
Tennessee
$1.06M +$4.13K +57 +0.4%
US Bancorp
211
US Bancorp
Minnesota
$1.05M -$197K -2,725 -16%
Citadel Advisors
212
Citadel Advisors
Florida
$1.04M +$1M +13,857 +3,100%
AIS
213
American Investment Services
Massachusetts
$1.02M – – –
PCA
214
Prosperity Capital Advisors
Ohio
$1.01M +$57.9K +800 +6%
UCFA
215
United Capital Financial Advisors
Texas
$1.01M -$23.4K -323 -2%
BC
216
Burney Company
Virginia
$993K -$37.1K -513 -4%
IA
217
IFP Advisors
Florida
$989K -$1.33M -18,326 -57%
FAN
218
Financial Advisors Network
California
$983K +$983K +13,578 New
PP
219
Prudential plc
United Kingdom
$971K +$409K +5,655 +73%
GBWM
220
Granite Bay Wealth Management
New Hampshire
$969K +$969K +12,537 New
WWM
221
Western Wealth Management
Colorado
$958K +$19.7K +272 +2%
AB
222
Atlas Brown
Kentucky
$951K -$5.79K -80 -0.6%
William Blair & Company
223
William Blair & Company
Illinois
$932K -$185K -2,554 -17%
CA
224
CoreCap Advisors
Michigan
$880K +$183K +2,525 +26%
GA
225
GFS Advisors
Texas
$871K +$156K +2,154 +22%
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9
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