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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

289 hedge funds and large institutions have $981M invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-37
Holders Change %
-11.35%
% of All Funds
6.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
34
Increased
123
Reduced
99
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$42.6M
2
EK
Evensky & Katz
Florida
+$16.3M
3
Betterment LLC
Betterment LLC
New York
+$15.6M
4
Stifel Financial
Stifel Financial
Missouri
+$11.3M
5
EWA
ERTS Wealth Advisors
Michigan
+$9.21M

Top Sellers

1
FFA
Fragasso Financial Advisors
Pennsylvania
-$31.3M
2
JFA
Johanson Financial Advisors
California
-$23.4M
3
VCM
Virtue Capital Management
Tennessee
-$16.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$14.4M
5
Bank of America
Bank of America
North Carolina
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
226
Bison Wealth
Georgia
$38K -$6.84K -168 -15%
CIA
227
Cascade Investment Advisors
Oregon
$36.4K – – –
Citigroup
228
Citigroup
New York
$36K -$8.05M -199,359 -100%
TC
229
Truvestments Capital
Florida
$36K +$36K +904 New
PA
230
Parallel Advisors
California
$32K -$2.07K -52 -6%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$31K +$31K +770 New
KPCM
232
Kings Point Capital Management
New York
$30K – – –
William Blair & Company
233
William Blair & Company
Illinois
$28K – – –
FA
234
Fortis Advisors
Pennsylvania
$28K +$1.41K +34 +5%
CFG
235
Capstone Financial Group
Oklahoma
$27K -$694 -17 -3%
GRP
236
Global Retirement Partners
California
$27K – – –
HFS
237
HBC Financial Services
Washington
$27K – – –
CAAS
238
Capital Asset Advisory Services
Michigan
$27K +$14.2K +341 +111%
LDFR
239
Lehman & Derafelo Financial Resources
Pennsylvania
$26K -$658 -16 -2%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$24K -$4.03K -102 -14%
TWP
241
TFO Wealth Partners
Ohio
$24K +$13.6K +338 +131%
PGAM
242
Princeton Global Asset Management
New Jersey
$21K -$8.52K -204 -29%
CHA
243
Carmichael Hill & Associates
Maryland
$21K – – –
PA
244
Procyon Advisors
Connecticut
$20K – – –
TL
245
TrueWealth LLC
Georgia
$20K +$20K +482 New
SIS
246
Sound Income Strategies
Florida
$19K – – –
SFG
247
Sowa Financial Group
Rhode Island
$19K – – –
OPS
248
Orion Portfolio Solutions
Nebraska
$19K +$19K +465 New
FGAM
249
Financial Gravity Asset Management
Texas
$18.8K +$1.39K +34 +8%
HDIM
250
Hanson & Doremus Investment Management
Vermont
$18K +$122 +3 +0.7%
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