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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

457 hedge funds and large institutions have $2.74B invested in SPDR S&P 600 Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 134 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+21
Holders Change %
+4.82%
% of All Funds
7.23%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.65%
New
65
Increased
181
Reduced
134
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
$48.6M
2
LPL Financial
LPL Financial
California
$120M
3
IWM
IHT Wealth Management
Illinois
$24.4M
4
RIM
Redwood Investment Management
Arizona
$23.2M
5
FCI
Financial Counselors Inc
Kansas
$61.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$242M
2
DJFS
Dean Jacobson Financial Services
Texas
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.78M
4
NP
NorthRock Partners
Minnesota
$47.3M
5
Morgan Stanley
Morgan Stanley
New York
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$242M -$65.1M -781,073 -21%
LPL Financial
2
LPL Financial
California
$120M +$27.4M +329,300 +30%
Financial Engines Advisors
3
Financial Engines Advisors
California
$118M -$1.74M -20,823 -1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$102M +$1.35M +16,070 +1%
Stifel Financial
5
Stifel Financial
Missouri
$85.6M +$3.49M +41,931 +4%
HC
6
Hamilton Capital
Ohio
$80.1M +$8.7M +104,436 +12%
FCI
7
Financial Counselors Inc
Kansas
$61.7M +$14.8M +177,764 +32%
GIM
8
Goelzer Investment Management
Indiana
$60.1M +$1.76M +21,164 +3%
CFS
9
Cannon Financial Strategists
Georgia
$53.9M +$2.3M +27,635 +4%
MIS
10
Morningstar Investment Services
Illinois
$53.5M +$656K +7,763 +1%
Ameriprise
11
Ameriprise
Minnesota
$51.4M -$2.14M -25,652 -4%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$48.7M +$2.37M +28,482 +5%
NEWAS
13
N.E.W. Advisory Services
Wisconsin
$48.6M +$41.5M +505,970 +584%
NP
14
NorthRock Partners
Minnesota
$47.3M -$11.8M -141,492 -20%
FPIS
15
Financial Planning & Information Services
Wisconsin
$44.9M +$2.67M +32,094 +6%
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$41.2M +$10.7M +128,082 +35%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$36.9M +$6.94M +83,311 +23%
PP
18
Palladium Partners
Virginia
$35.7M +$1.27M +15,205 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.7M +$1.1M +13,212 +4%
EK
20
Evensky & Katz
Florida
$29.4M -$516K -6,190 -2%
EH
21
Equitable Holdings
New York
$27.9M +$2.59M +31,030 +10%
AFA
22
American Financial Advisors
Georgia
$27.9M +$325K +3,897 +1%
CIM
23
Confluence Investment Management
Missouri
$26.4M +$821K +9,854 +3%
UBS Group
24
UBS Group
Switzerland
$26.1M +$4.85M +58,259 +23%
IWM
25
IHT Wealth Management
Illinois
$24.4M +$22.9M +275,121 +1,582%
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