We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

498 hedge funds and large institutions have $2.4B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 194 increasing their positions, 187 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,975% more call options, than puts

Call options by funds: $726K | Put options by funds: $8K

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

6% more funds holding

Funds holding: 468498 (+30)

1.05% more ownership

Funds ownership: 61.84%62.89% (+1%)

4% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 187

1% more capital invested

Capital invested by funds: $2.37B → $2.4B (+$31.7M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
498
Holders Change
+30
Holders Change %
+6.41%
% of All Funds
7.82%
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
194
Reduced
187
Closed
14
Calls
$726K
Puts
$8K
Net Calls
+$718K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$135M +$12M +161,716 +10%
LPL Financial
2
LPL Financial
California
$127M -$2.83M -38,000 -2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$104M +$3.21M +43,184 +3%
FCI
4
Financial Counselors Inc
Kansas
$72.8M +$3.49M +46,866 +5%
Ameriprise
5
Ameriprise
Minnesota
$71M -$1.15M -15,416 -2%
GIM
6
Goelzer Investment Management
Indiana
$61.4M +$877K +11,794 +2%
CFS
7
Cannon Financial Strategists
Georgia
$59.6M +$2.98M +40,002 +5%
Cerity Partners
8
Cerity Partners
New York
$57.1M +$18M +242,631 +49%
FPIS
9
Financial Planning & Information Services
Wisconsin
$49.2M +$3.5M +47,116 +8%
MPWT
10
MassMutual Private Wealth & Trust
Connecticut
$49M +$2.96M +39,749 +7%
MIS
11
Morningstar Investment Services
Illinois
$46.3M +$94.6K +1,272 +0.2%
Creative Planning
12
Creative Planning
Kansas
$42.2M -$21.3M -286,043 -34%
RIM
13
Redwood Investment Management
Arizona
$35.8M +$17.6M +237,283 +105%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$35.1M -$73.2K -984 -0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31M -$393K -5,290 -1%
NP
16
NorthRock Partners
Minnesota
$30.3M -$4.49M -60,418 -13%
EH
17
Equitable Holdings
New York
$28.4M -$17.4K -234 -0.1%
TC
18
TownSquare Capital
Utah
$26M +$3.65M +49,112 +17%
Morgan Stanley
19
Morgan Stanley
New York
$25.3M +$1.59M +21,376 +7%
Wells Fargo
20
Wells Fargo
California
$25M -$4.24M -56,992 -15%
EK
21
Evensky & Katz
Florida
$25M -$228K -3,069 -0.9%
CIA
22
Compass Ion Advisors
Pennsylvania
$24.1M -$305K -4,103 -1%
TC
23
Trilogy Capital
California
$22.7M +$1.32M +17,727 +7%
APP
24
Avantax Planning Partners
Iowa
$22.6M -$1.39M -18,631 -6%
AFA
25
American Financial Advisors
Georgia
$22M -$3.33M -44,795 -14%

SLYV Hedge Fund Activity: Q2 2023 in Review

498 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q2 2023, worth a combined $2.4B — up 1.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SLYV positions and 14 closed out — a net gain of 32 holders — while 194 added to existing stakes and 187 trimmed.

The largest buyer was Cerity Partners, adding an estimated $18M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $30.2M.

  • 498 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q2 2023, up from 468 in Q1 2023.
  • Funds reported $2.4B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 46 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q2 2023 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q2 2023 was Cerity Partners, an estimated $18M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2023.