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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

467 hedge funds and large institutions have $2.37B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 171 increasing their positions, 190 reducing their positions, and 31 closing their positions.

Holders
467
Holders Change
-11
Holders Change %
-2.3%
% of All Funds
7.48%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.62%
New
36
Increased
171
Reduced
190
Closed
31
Calls
$617K
Puts
$23K
Net Calls
+$594K
Net Calls Change
-$645K

Top Buyers

1
PIA
1
Perennial Investment Advisors
California
$14.8M
2
LPL Financial
2
LPL Financial
California
$128M
3
Wells Fargo
3
Wells Fargo
California
$29M
4
FFN
4
Focus Financial Network
Minnesota
$9.46M
5
RIM
5
Redwood Investment Management
Arizona
$17.2M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$41.5M
2
Stifel Financial
2
Stifel Financial
Missouri
$490K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.53M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$9.63M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$128M 1,681,250 +155,542 +10%
Bank of America
2
Bank of America
North Carolina
$121M 1,591,805 +93,764 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$99.6M 1,307,477 -25,740 -2%
Ameriprise
4
Ameriprise
Minnesota
$71.2M 934,652 -53,786 -5%
FCI
5
Financial Counselors Inc
Kansas
$68.2M 895,689 +36,315 +4%
Creative Planning
6
Creative Planning
Kansas
$63.5M 832,981 -13,561 -2%
GIM
7
Goelzer Investment Management
Indiana
$59.7M 783,455 +8,661 +1%
CFS
8
Cannon Financial Strategists
Georgia
$55.8M 731,822 +46,084 +7%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$45.3M 594,639 +45,076 +8%
FPIS
10
Financial Planning & Information Services
Wisconsin
$44.9M 589,743 -20,063 -3%
MIS
11
Morningstar Investment Services
Illinois
$44.9M 601,454 -4,190 -0.7%
KW
12
KWB Wealth
California
$44.7M 602,761 +7,967 +1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$41.5M 544,562 -834,945 -61%
FNT
14
First National Trust
Pennsylvania
$37M 486,119 +14,747 +3%
Cerity Partners
15
Cerity Partners
New York
$35.9M 497,279 +24,527 +5%
NP
16
NorthRock Partners
Minnesota
$34.5M 453,487 +5,689 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$31M 406,750 +37,544 +10%
Wells Fargo
18
Wells Fargo
California
$29M 380,597 +154,496 +68%
Osaic Holdings
19
Osaic Holdings
Arizona
$28.2M 369,736 +12,864 +4%
EH
20
Equitable Holdings
New York
$28M 367,938 +10,360 +3%
AFA
21
American Financial Advisors
Georgia
$25.2M 330,353 -4,334 -1%
EK
22
Evensky & Katz
Florida
$24.9M 326,425 -12,482 -4%
CIA
23
Compass Ion Advisors
Pennsylvania
$24.1M 315,789 +37,500 +13%
APP
24
Avantax Planning Partners
Iowa
$23.7M 311,617 +42,512 +16%
Morgan Stanley
25
Morgan Stanley
New York
$23.4M 306,751 +10,298 +3%
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