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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

333 hedge funds and large institutions have $1.63B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+36
Holders Change %
+12.12%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.46%
New
62
Increased
118
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
+$18M
2
LPL Financial
LPL Financial
California
+$12.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.45M
4
CWM
Connecticut Wealth Management
Connecticut
+$6.35M
5
FSWA
Financial Synergies Wealth Advisors
Texas
+$5.84M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$10M
2
Betterment LLC
Betterment LLC
New York
-$5.91M
3
RIM
Redwood Investment Management
Arizona
-$4.28M
4
TI
tru Independence
Oregon
-$3.35M
5
FPIS
Financial Planning & Information Services
Wisconsin
-$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
226
Baltimore-Washington Financial Advisors
Maryland
$357K -$8.65K -131 -2%
PH
227
Pinnacle Holdings
Oklahoma
$356K -$86.8K -1,311 -20%
AFP
228
Ausdal Financial Partners
Iowa
$351K -$1.18M -17,864 -77%
BEI
229
Benjamin Edwards Inc
Missouri
$350K +$24.7K +373 +8%
TIA
230
Tiemann Investment Advisors
California
$338K +$338K +5,107 New
IWM
231
IHT Wealth Management
Illinois
$329K -$38.2K -577 -10%
EIA
232
Eldridge Investment Advisors
New Hampshire
$327K +$27.9K +422 +9%
RSWM
233
Robertson Stephens Wealth Management
California
$326K -$296K -4,467 -48%
WP
234
WealthSource Partners
California
$319K +$925 +14 +0.3%
WWM
235
WT Wealth Management
Arizona
$316K -$98.7K -1,493 -24%
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$312K +$312K +4,721 New
SAM
237
Silvercrest Asset Management
New York
$311K -$11K -167 -3%
TIM
238
Thompson Investment Management
Wisconsin
$304K -$10.1K -152 -3%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$304K +$304K +4,587 New
TCWA
240
Ten Capital Wealth Advisors
Washington
$303K -$21.9K -331 -7%
GTAM
241
Global Trust Asset Management
Florida
$302K +$302K +4,556 New
LNC
242
Lincoln National Corp
Pennsylvania
$301K +$13.9K +211 +5%
IDA
243
Intelligence Driven Advisers
California
$301K +$27.3K +412 +10%
BA
244
Bridge Advisory
California
$297K +$297K +4,495 New
MCG
245
MACRO Consulting Group
New Jersey
$292K +$4.37K +64 +2%
PP
246
PDS Planning
Ohio
$281K -$27.5K -416 -9%
JFS
247
JD Financial Services
Pennsylvania
$263K +$263K +3,975 New
JCIA
248
Jackson Creek Investment Advisors
Colorado
$261K -$6.62K -100 -2%
SBSB
249
Sullivan, Bruyette, Speros & Blaney
Virginia
$253K +$90.3K +1,363 +55%
FAT
250
First American Trust
California
$251K +$251K +3,800 New
8 9
10
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