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State Street SPDR S&P 600 Small Cap Value ETF

437 hedge funds and large institutions have $2.68B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 131 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

23% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 131

12% more funds holding

Funds holding: 390437 (+47)

9% more capital invested

Capital invested by funds: $2.46B → $2.68B (+$227M)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

0.18% more ownership

Funds ownership: 62.29%62.47% (+0.18%)

Holders
437
Holders Change
+47
Holders Change %
+12.05%
% of All Funds
6.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.49%
New
88
Increased
161
Reduced
131
Closed
36
Calls
$1.6M
Puts
Net Calls
+$1.6M
Net Calls Change
+$956K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$312M +$88.6M +1,037,111 +39%
Financial Engines Advisors
2
Financial Engines Advisors
California
$122M -$841K -9,842 -0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$96.4M +$2.43M +28,471 +2%
LPL Financial
4
LPL Financial
California
$93.8M -$13.6M -159,690 -13%
Stifel Financial
5
Stifel Financial
Missouri
$83.5M +$112K +1,308 +0.1%
HC
6
Hamilton Capital
Ohio
$72.5M +$2.13M +24,983 +3%
RM
7
Resource Management
Louisiana
$63.7M +$542K +6,350 +0.9%
NP
8
NorthRock Partners
Minnesota
$60.1M +$462K +5,409 +0.8%
GIM
9
Goelzer Investment Management
Indiana
$59.3M +$686K +8,035 +1%
Ameriprise
10
Ameriprise
Minnesota
$54.4M +$3.11M +36,369 +6%
MIS
11
Morningstar Investment Services
Illinois
$53M +$57.6K +674 +0.1%
CFS
12
Cannon Financial Strategists
Georgia
$52.5M +$3.04M +35,626 +6%
FCI
13
Financial Counselors Inc
Kansas
$47.6M +$25K +293 +0.1%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$47.1M +$567K +6,636 +1%
FPIS
15
Financial Planning & Information Services
Wisconsin
$43M -$505K -5,916 -1%
PP
16
Palladium Partners
Virginia
$35M +$7.6M +88,992 +27%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31.1M +$143K +1,678 +0.5%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$31M +$4.39M +51,392 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$30.4M +$1.41M +16,545 +5%
EK
20
Evensky & Katz
Florida
$30.4M -$465K -5,441 -1%
AFA
21
American Financial Advisors
Georgia
$28M -$6.46M -75,642 -19%
CIM
22
Confluence Investment Management
Missouri
$26M +$1.03M +12,039 +4%
EH
23
Equitable Holdings
New York
$25.7M +$4.1M +47,956 +19%
Morgan Stanley
24
Morgan Stanley
New York
$25.3M +$4.41M +51,611 +21%
DJFS
25
Dean Jacobson Financial Services
Texas
$25.3M +$25.6M +299,150 New

SLYV Hedge Fund Activity: Q4 2021 in Review

437 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2021, worth a combined $2.68B — up 9.3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SLYV positions and 36 closed out — a net gain of 52 holders — while 161 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $88.6M. The largest seller was ERTS Wealth Advisors, cutting an estimated $47.1M.

  • 437 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2021, up from 390 in Q3 2021.
  • Funds reported $2.68B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2021, up 9.3% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2021 and 36 closed out, a net change of +52 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2021 was Bank of America, an estimated $88.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2021 was ERTS Wealth Advisors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q4 2021.