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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
Brown Advisory
201
Brown Advisory
Maryland
$1.32M
MMA
202
Miracle Mile Advisors
California
$1.32M -$21.7K -259 -2%
PCMC
203
Paragon Capital Management (Colorado)
Colorado
$1.31M
GFWA
204
Grey Fox Wealth Advisors
Delaware
$1.31M +$310K +3,706 +33%
FCM
205
Firestone Capital Management
Florida
$1.3M +$4.44K +53 +0.4%
OIA
206
OneDigital Investment Advisors
Kansas
$1.27M +$80.6K +963 +7%
MBFW
207
Morton Brown Family Wealth
Pennsylvania
$1.26M -$726K -8,676 -37%
APC
208
Asset Planning Corporation
Tennessee
$1.25M +$4.35K +52 +0.4%
AWS
209
Atria Wealth Solutions
New York
$1.25M -$1.06M -12,723 -47%
MPM
210
Meritage Portfolio Management
Kansas
$1.23M -$875K -10,459 -42%
PWMG
211
Private Wealth Management Group
New Jersey
$1.23M -$31.5K -376 -3%
AIS
212
American Investment Services
Massachusetts
$1.22M
LCM
213
Liberty Capital Management
Michigan
$1.22M
MF
214
Meridian Financial
Massachusetts
$1.22M +$17K +203 +1%
AFAS
215
Acorn Financial Advisory Services
Virginia
$1.19M +$75.3K +900 +7%
EFN
216
Equita Financial Network
Pennsylvania
$1.18M -$366K -4,369 -24%
CSPIA
217
Cary Street Partners Investment Advisory
Virginia
$1.17M +$238K +2,848 +27%
MFG
218
Merit Financial Group
Georgia
$1.16M +$828K +9,888 +282%
AFTS
219
American Financial & Tax Strategies
New York
$1.16M +$20.9K +250 +2%
QC
220
Quent Capital
New York
$1.12M +$4.27K +51 +0.4%
DWM
221
Denver Wealth Management
Colorado
$1.11M +$27.3K +326 +3%
UCFA
222
United Capital Financial Advisors
Texas
$1.1M -$13.6K -162 -1%
WWM
223
Western Wealth Management
Colorado
$1.1M -$6.86K -82 -0.6%
IWA
224
Invera Wealth Advisors
Oregon
$1.08M +$26.5K +316 +3%
SF
225
Summit Financial
New Jersey
$1.08M +$39.6K +473 +4%

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.