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State Street SPDR S&P 600 Small Cap Value ETF

583 hedge funds and large institutions have $2.54B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 212 increasing their positions, 202 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $558K | Put options by funds: $52K

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

6% more funds holding

Funds holding: 550583 (+33)

5% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 202

2% less capital invested

Capital invested by funds: $2.59B → $2.54B (-$56.4M)

1.88% less ownership

Funds ownership: 65.53%63.65% (-1.9%)

Holders
583
Holders Change
+33
Holders Change %
+6%
% of All Funds
7.68%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.38%
New
76
Increased
212
Reduced
202
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$234M +$658K +7,361 +0.3%
LPL Financial
2
LPL Financial
California
$133M +$2.19M +24,561 +2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$114M -$5.92M -66,284 -5%
CFS
4
Cannon Financial Strategists
Georgia
$80.5M +$312K +3,493 +0.4%
Cerity Partners
5
Cerity Partners
New York
$80.2M +$1.2M +13,484 +1%
GIM
6
Goelzer Investment Management
Indiana
$73.2M -$6.48M -72,477 -8%
NP
7
NorthRock Partners
Minnesota
$64.5M +$881K +9,866 +1%
Ameriprise
8
Ameriprise
Minnesota
$62.8M +$4.34M +48,583 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$48.1M -$554K -6,205 -1%
Creative Planning
10
Creative Planning
Kansas
$37.7M -$838K -9,382 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.6M -$5.4M -60,458 -12%
Wells Fargo
12
Wells Fargo
California
$33.1M +$1.2M +13,453 +4%
TC
13
Trilogy Capital
California
$30.6M -$48.4K -542 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$27.7M +$2.51M +28,060 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.4M +$841K +9,413 +3%
EK
16
Evensky & Katz
Florida
$26.4M -$714K -7,997 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$26.1M +$2.81M +31,422 +12%
RA
18
Rodgers & Associates
Pennsylvania
$26.1M -$208K -2,333 -0.8%
EH
19
Equitable Holdings
New York
$25.7M -$1.27M -14,210 -5%
DJFS
20
Dean Jacobson Financial Services
Texas
$25.6M +$626K +7,007 +2%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$24.4M -$51.6K -577 -0.2%
AFA
22
American Financial Advisors
Georgia
$23M -$457K -5,118 -2%
KA
23
Klingman & Associates
New York
$22.2M -$187K -2,092 -0.8%
EWA
24
ERTS Wealth Advisors
Michigan
$22.2M +$29.2K +327 +0.1%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$21.9M -$410K -4,587 -2%

SLYV Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2024, worth a combined $2.54B — down 2.2% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SLYV positions and 31 closed out — a net gain of 45 holders — while 212 added to existing stakes and 202 trimmed.

The largest buyer was SPX Gestao de Recursos, opening a new position worth an estimated $12.6M. The largest seller was Morningstar Investment Services, cutting an estimated $45.8M.

  • 583 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2024, up from 550 in Q3 2024.
  • Funds reported $2.54B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2024, down 2.2% quarter-over-quarter.
  • 76 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2024 and 31 closed out, a net change of +45 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2024 was SPX Gestao de Recursos, an estimated $12.6M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $45.8M sold.

Based on aggregated 13F filings for Q4 2024.