SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

497 hedge funds and large institutions have $2.4B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 193 increasing their positions, 187 reducing their positions, and 14 closing their positions.

Holders
497
Holders Change
+30
Holders Change %
+6.42%
% of All Funds
7.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
46
Increased
193
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$57.1M
2
RIM
2
Redwood Investment Management
Arizona
$35.8M
3
PWM
3
PRW Wealth Management
Massachusetts
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
MSRI
5
Michael S. Ryan Inc
New York
$11.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$10.7M
2
KW
2
KWB Wealth
California
$16.7M
3
Creative Planning
3
Creative Planning
Kansas
$42.2M
4
FNT
4
First National Trust
Pennsylvania
$19.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 1,753,521 +161,716 +10%
LPL Financial
2
LPL Financial
California
$127M 1,643,250 -38,000 -2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$104M 1,350,661 +43,184 +3%
FCI
4
Financial Counselors Inc
Kansas
$72.8M 942,555 +46,866 +5%
Ameriprise
5
Ameriprise
Minnesota
$71M 919,236 -15,416 -2%
GIM
6
Goelzer Investment Management
Indiana
$61.4M 795,249 +11,794 +2%
CFS
7
Cannon Financial Strategists
Georgia
$59.6M 771,824 +40,002 +5%
Cerity Partners
8
Cerity Partners
New York
$57.1M 739,910 +242,631 +49%
FPIS
9
Financial Planning & Information Services
Wisconsin
$49.2M 636,859 +47,116 +8%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$49M 634,388 +39,749 +7%
MIS
11
Morningstar Investment Services
Illinois
$46.3M 602,726 +1,272 +0.2%
Creative Planning
12
Creative Planning
Kansas
$42.2M 546,938 -286,043 -34%
RIM
13
Redwood Investment Management
Arizona
$35.8M 463,359 +237,283 +105%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$35.1M 454,531 -984 -0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31M 401,460 -5,290 -1%
NP
16
NorthRock Partners
Minnesota
$30.3M 393,069 -60,418 -13%
EH
17
Equitable Holdings
New York
$28.4M 367,704 -234 -0.1%
TC
18
TownSquare Capital
Utah
$26M 337,283 +49,112 +17%
Morgan Stanley
19
Morgan Stanley
New York
$25.3M 328,127 +21,376 +7%
Wells Fargo
20
Wells Fargo
California
$25M 323,605 -56,992 -15%
EK
21
Evensky & Katz
Florida
$25M 323,356 -3,069 -0.9%
CIA
22
Compass Ion Advisors
Pennsylvania
$24.1M 311,686 -4,103 -1%
TC
23
Trilogy Capital
California
$22.7M 283,116 +17,727 +7%
APP
24
Avantax Planning Partners
Iowa
$22.6M 292,986 -18,631 -6%
AFA
25
American Financial Advisors
Georgia
$22M 285,558 -44,795 -14%
1
2 3 4 5