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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

530 hedge funds and large institutions have $2.55B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 194 increasing their positions, 217 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
7.68%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.39%
New
40
Increased
194
Reduced
217
Closed
30
Calls
$456K
Puts
$8K
Net Calls
+$448K
Net Calls Change
-$285K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$68.5M
2
Goldman Sachs
Goldman Sachs
New York
+$14.7M
3
TCM
Tradewinds Capital Management
Washington
+$9.96M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$7.74M
5
DWM
Dakota Wealth Management
Florida
+$7.11M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$37.9M
2
Morgan Stanley
Morgan Stanley
New York
-$22.3M
3
HPA
High Probability Advisors
New York
-$18.7M
4
LPL Financial
LPL Financial
California
-$13.8M
5
Ameriprise
Ameriprise
Minnesota
-$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$207M +$68.5M +825,628 +50%
LPL Financial
2
LPL Financial
California
$114M -$13.8M -166,334 -11%
Financial Engines Advisors
3
Financial Engines Advisors
California
$110M -$461K -5,555 -0.4%
Ameriprise
4
Ameriprise
Minnesota
$101M -$12M -144,560 -11%
CFS
5
Cannon Financial Strategists
Georgia
$71.7M +$1.8M +21,754 +3%
Cerity Partners
6
Cerity Partners
New York
$69.7M +$6.3M +75,910 +10%
GIM
7
Goelzer Investment Management
Indiana
$67.4M +$773K +9,316 +1%
NP
8
NorthRock Partners
Minnesota
$57.5M +$1.45M +17,508 +3%
FPIS
9
Financial Planning & Information Services
Wisconsin
$52.4M -$1.68M -20,288 -3%
MIS
10
Morningstar Investment Services
Illinois
$44.9M -$37.9M -458,792 -46%
RIM
11
Redwood Investment Management
Arizona
$41.5M +$6.62M +79,803 +19%
Creative Planning
12
Creative Planning
Kansas
$39.7M -$1.3M -15,727 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39.5M +$1.67M +20,147 +4%
TC
14
TownSquare Capital
Utah
$33.3M +$2.15M +25,972 +7%
EH
15
Equitable Holdings
New York
$31.2M +$811K +9,780 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$30.4M -$1.14M -13,784 -4%
Wells Fargo
17
Wells Fargo
California
$30.2M +$1.44M +17,338 +5%
TC
18
Trilogy Capital
California
$27.5M +$1.42M +17,097 +5%
AWM
19
Avior Wealth Management
Nebraska
$27.5M +$2.19M +26,395 +9%
EK
20
Evensky & Katz
Florida
$26.2M -$299K -3,604 -1%
RA
21
Rodgers & Associates
Pennsylvania
$24.3M +$329K +3,970 +1%
Goldman Sachs
22
Goldman Sachs
New York
$23.7M +$14.7M +177,514 +165%
DJFS
23
Dean Jacobson Financial Services
Texas
$23.7M +$68.4K +824 +0.3%
Morgan Stanley
24
Morgan Stanley
New York
$23.5M -$22.3M -269,228 -49%
AFA
25
American Financial Advisors
Georgia
$22.5M -$557K -6,714 -2%
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