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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

579 hedge funds and large institutions have $2.53B invested in SPDR S&P 600 Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 212 increasing their positions, 200 reducing their positions, and 31 closing their positions.

Holders
579
Holders Change
+31
Holders Change %
+5.66%
% of All Funds
7.71%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
74
Increased
212
Reduced
200
Closed
31
Calls
$558K
Puts
$52K
Net Calls
+$506K
Net Calls Change
+$228K

Top Buyers

1
SGDR
1
SPX Gestao de Recursos
Brazil
$12.3M
2
IWM
2
IHT Wealth Management
Illinois
$12.8M
3
RIM
3
Redwood Investment Management
Arizona
$13.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.51M
5
AssetMark Inc
5
AssetMark Inc
California
$4.99M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$7.46M
2
TCM
2
Tradewinds Capital Management
Washington
$109K
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
AWM
4
Avior Wealth Management
Nebraska
$18M
5
GIM
5
Goelzer Investment Management
Indiana
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$234M 2,680,709 +7,361 +0.3%
LPL Financial
2
LPL Financial
California
$133M 1,521,746 +24,561 +2%
Financial Engines Advisors
3
Financial Engines Advisors
California
$114M 1,304,439 -66,284 -5%
CFS
4
Cannon Financial Strategists
Georgia
$80.5M 922,950 +3,493 +0.4%
Cerity Partners
5
Cerity Partners
New York
$80.2M 918,764 +13,484 +1%
GIM
6
Goelzer Investment Management
Indiana
$73.2M 838,513 -72,477 -8%
NP
7
NorthRock Partners
Minnesota
$64.5M 739,385 +9,866 +1%
Ameriprise
8
Ameriprise
Minnesota
$62.8M 720,190 +48,583 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$48.1M 551,216 -6,205 -1%
Creative Planning
10
Creative Planning
Kansas
$37.7M 432,260 -9,382 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$37.6M 431,010 -60,458 -12%
Wells Fargo
12
Wells Fargo
California
$33.1M 379,025 +13,453 +4%
TC
13
Trilogy Capital
California
$30.6M 350,216 -542 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$27.7M 317,819 +28,060 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.4M 313,540 +9,413 +3%
EK
16
Evensky & Katz
Florida
$26.4M 302,811 -7,997 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$26.1M 299,277 +31,422 +12%
RA
18
Rodgers & Associates
Pennsylvania
$26.1M 298,662 -2,333 -0.8%
EH
19
Equitable Holdings
New York
$25.7M 294,010 -14,210 -5%
DJFS
20
Dean Jacobson Financial Services
Texas
$25.6M 293,584 +7,007 +2%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$24.4M 280,221 -577 -0.2%
AFA
22
American Financial Advisors
Georgia
$23M 263,104 -5,118 -2%
KA
23
Klingman & Associates
New York
$22.2M 254,949 -2,092 -0.8%
EWA
24
ERTS Wealth Advisors
Michigan
$22.2M 254,809 +327 +0.1%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$21.9M 250,700 -4,587 -2%
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