SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

253 hedge funds and large institutions have $787M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.65%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
68
Increased
100
Reduced
58
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.4M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$9.67M
3
FPIS
Financial Planning & Information Services
Wisconsin
+$9.35M
4
RWM
Ritholtz Wealth Management
New York
+$8.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.07M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$162M
2
BFG
Barber Financial Group
Kansas
-$21.8M
3
AA
Advisory Alpha
Michigan
-$15.9M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$10.5M
5
I
INVST
Indiana
-$9.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
226
Capital Directions Investment Advisors
Georgia
$16K – – –
CAL
227
Capital Advisors Ltd
Ohio
$16K +$16K +290 New
RCG
228
Ruggie Capital Group
Florida
$16K +$16K +306 New
JA
229
JOYN Advisors
Georgia
$15K – – –
FGC
230
Financial Gravity Companies
Texas
$15K +$15K +244 New
JFA
231
JNBA Financial Advisors
Minnesota
$12K +$12K +230 New
BFC
232
Bedel Financial Consulting
Indiana
$8K +$8K +150 New
SA
233
SRH Advisors
Kansas
$7K – – –
OIA
234
OneDigital Investment Advisors
Kansas
$7K +$7K +122 New
IF
235
Ironwood Financial
Arizona
$6K – – –
RIA
236
RPG Investment Advisory
California
$6K +$6K +112 New
SEI Investments
237
SEI Investments
Pennsylvania
$5K -$1.01K -17 -17%
GI
238
Gradient Investments
Minnesota
$5K +$5K +90 New
TFS
239
TrustCore Financial Services
Tennessee
$4K – – –
PB
240
Pinnacle Bancorp
Nebraska
$4K +$4K +66 New
VFA
241
Valeo Financial Advisors
Indiana
$2K – – –
NA
242
NewEdge Advisors
Louisiana
$1.46K +$307 +5,711 +27%
AIA
243
Armor Investment Advisors
North Carolina
$1K – – –
FCMT
244
Founders Capital Management (Texas)
Texas
$1K – – –
FRA
245
Front Row Advisors
California
$1K – – –
EWM
246
Executive Wealth Management
Michigan
$1K +$1K +10 New
CF
247
Centaurus Financial
California
$4 +$4 +188 +4,700%
3AM
248
3EDGE Asset Management
Florida
– -$162M -2,375,500 Closed
BFG
249
Barber Financial Group
Kansas
– -$21.8M -319,490 Closed
AA
250
Advisory Alpha
Michigan
– -$15.9M -266,499 Closed
8 9
10
11 12