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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

531 hedge funds and large institutions have $2.58B invested in SPDR S&P 600 Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 181 increasing their positions, 208 reducing their positions, and 25 closing their positions.

Holders
531
Holders Change
+51
Holders Change %
+10.63%
% of All Funds
7.79%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
82
Increased
181
Reduced
208
Closed
25
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$299K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$84.7M
2
NP
2
NorthRock Partners
Minnesota
$56.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.1M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$22.2M
5
FEG
5
Financial Enhancement Group
Indiana
$17.2M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$6.34M
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$156K
3
NHT
3
New Hampshire Trust
New Hampshire
$5.34M
4
LPL Financial
4
LPL Financial
California
$128M
5
Bank of America
5
Bank of America
North Carolina
$139M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$139M 1,664,639 -125,760 -7%
LPL Financial
2
LPL Financial
California
$128M 1,539,669 -127,116 -8%
Ameriprise
3
Ameriprise
Minnesota
$114M 1,366,456 +64,014 +5%
Financial Engines Advisors
4
Financial Engines Advisors
California
$111M 1,333,366 -10,146 -0.8%
MIS
5
Morningstar Investment Services
Illinois
$84.7M 1,001,490 +496,069 +98%
CFS
6
Cannon Financial Strategists
Georgia
$70.2M 842,106 +24,152 +3%
GIM
7
Goelzer Investment Management
Indiana
$66.9M 803,479 +5,771 +0.7%
Cerity Partners
8
Cerity Partners
New York
$63.7M 764,231 +30,109 +4%
NP
9
NorthRock Partners
Minnesota
$56.2M 675,069 +287,781 +74%
FPIS
10
Financial Planning & Information Services
Wisconsin
$54.3M 651,616 +22,883 +4%
Morgan Stanley
11
Morgan Stanley
New York
$46.1M 552,980 +262,903 +91%
Creative Planning
12
Creative Planning
Kansas
$41.2M 494,759 -45,762 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$38M 456,406 +4,489 +1%
RIM
14
Redwood Investment Management
Arizona
$35M 419,976 +159,596 +61%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$31.7M 380,069 +28,783 +8%
TC
16
TownSquare Capital
Utah
$31.3M 375,194 +34,582 +10%
EH
17
Equitable Holdings
New York
$30.5M 365,909 +2,604 +0.7%
Wells Fargo
18
Wells Fargo
California
$28.8M 346,156 -17,287 -5%
EK
19
Evensky & Katz
Florida
$26.6M 318,818 -1,184 -0.4%
TC
20
Trilogy Capital
California
$26.2M 314,332 +9,832 +3%
AWM
21
Avior Wealth Management
Nebraska
$25.4M 304,918 +27,231 +10%
RA
22
Rodgers & Associates
Pennsylvania
$24.1M 288,843 +16,580 +6%
DJFS
23
Dean Jacobson Financial Services
Texas
$23.7M 284,262 +3,990 +1%
AFA
24
American Financial Advisors
Georgia
$23.2M 278,371 -5,218 -2%
BSW
25
Buckingham Strategic Wealth
Missouri
$22.2M 266,218 +221,895 +501%
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