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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

530 hedge funds and large institutions have $2.33B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 188 increasing their positions, 212 reducing their positions, and 36 closing their positions.

Holders
530
Holders Change
–
Holders Change %
0%
% of All Funds
7.71%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
45
Increased
188
Reduced
212
Closed
36
Calls
$78K
Puts
–
Net Calls
+$78K
Net Calls Change
-$370K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$43.3M
2
CNBT
2
Canandaigua National Bank & Trust
New York
$15.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$37.2M
4
Bank of America
4
Bank of America
North Carolina
$203M
5
TRCT
5
Tower Research Capital (TRC)
New York
$6.21M

Top Sellers

1
RIM
1
Redwood Investment Management
Arizona
$2.47M
2
TC
2
TownSquare Capital
Utah
$4.38M
3
FEG
3
Financial Enhancement Group
Indiana
$502K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.9M
5
RCA
5
Resonant Capital Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$203M 2,589,056 +98,789 +4%
LPL Financial
2
LPL Financial
California
$112M 1,431,315 +57,980 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$106M 1,354,289 +26,478 +2%
Ameriprise
4
Ameriprise
Minnesota
$100M 1,276,120 +54,224 +4%
CFS
5
Cannon Financial Strategists
Georgia
$71.3M 910,433 +46,573 +5%
Cerity Partners
6
Cerity Partners
New York
$67.5M 862,543 +22,402 +3%
GIM
7
Goelzer Investment Management
Indiana
$65.7M 838,743 +25,948 +3%
NP
8
NorthRock Partners
Minnesota
$56.4M 720,785 +28,208 +4%
FPIS
9
Financial Planning & Information Services
Wisconsin
$51.1M 651,996 +20,668 +3%
MIS
10
Morningstar Investment Services
Illinois
$47.5M 611,332 +68,634 +13%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$43.3M 552,911 +331,607 +150%
Creative Planning
12
Creative Planning
Kansas
$37.4M 478,067 -965 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$37.2M 474,665 +108,380 +30%
Wells Fargo
14
Wells Fargo
California
$28M 357,274 -6,220 -2%
EH
15
Equitable Holdings
New York
$27.9M 356,412 -19,277 -5%
AWM
16
Avior Wealth Management
Nebraska
$27.7M 354,128 +22,815 +7%
TC
17
Trilogy Capital
California
$26.7M 341,147 +9,718 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$25.9M 330,995 -145,558 -31%
EK
19
Evensky & Katz
Florida
$24.5M 312,335 -2,879 -0.9%
RA
20
Rodgers & Associates
Pennsylvania
$23.2M 296,366 +3,553 +1%
DJFS
21
Dean Jacobson Financial Services
Texas
$22.6M 288,653 +3,567 +1%
AFA
22
American Financial Advisors
Georgia
$21.5M 274,615 +2,958 +1%
BSW
23
Buckingham Strategic Wealth
Missouri
$21.3M 271,971 +11,759 +5%
Morgan Stanley
24
Morgan Stanley
New York
$21.1M 269,367 -14,385 -5%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$20.2M 258,011 +24,518 +11%
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