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 %
CWSR
251
Chessman Wealth Strategies RIA
Texas
– -$10.5M -154,386 Closed
PRS
252
Pinkerton Retirement Specialists
Idaho
– -$6.63M -97,103 Closed
TW
253
Transform Wealth
Colorado
– -$5.3M -77,594 Closed
AFP
254
Ausdal Financial Partners
Iowa
– -$3.62M -52,990 Closed
SWP
255
Strategic Wealth Partners
Ohio
– -$3.41M -50,008 Closed
TRCT
256
Tower Research Capital (TRC)
New York
– -$3.24M -47,494 Closed
PFA
257
Pinnacle Family Advisors
Missouri
– -$2.36M -34,587 Closed
PMG
258
ProVise Management Group
Florida
– -$1.97M -28,872 Closed
VAM
259
Visionary Asset Management
Texas
– -$1.54M -22,554 Closed
CWM
260
Cornerstone Wealth Management
Missouri
– -$158K -20,117 Closed
EWMCB
261
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.08M -15,836 Closed
UWM
262
USAdvisors Wealth Management
Minnesota
– -$1.04M -15,243 Closed
LWS
263
Lucia Wealth Services
California
– -$543K -7,961 Closed
LI
264
LVZ Inc
Michigan
– -$360K -5,566 Closed
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
– -$323K -4,733 Closed
PEA
266
Pacific Edge Advisors
California
– -$270K -3,950 Closed
GCA
267
Gradient Capital Advisors
California
– -$262K -3,842 Closed
BFM
268
Broadview Financial Management
Wisconsin
– -$241K -3,532 Closed
FAAS
269
First Allied Advisory Services
California
– -$206K -3,000 Closed
SWP
270
Stratos Wealth Partners
Ohio
– -$148K -2,171 Closed
PAMG
271
Patton Albertson Miller Group
Tennessee
– -$59K -980 Closed
SCM
272
Southport Capital Management
Tennessee
– -$19K -281 Closed
TPWA
273
TRUE Private Wealth Advisors
Oregon
– -$6.28K -92 Closed
WP
274
WealthShield Partners
North Carolina
– -$4K -58 Closed
AA
275
Ancora Advisors
Ohio
– -$4K -58 Closed
8 9 10
11
12