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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 %
CAL
251
Capital Analysts LLC
Pennsylvania
$18K +$2.51K +63 +16%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$16K – – –
TF
253
Tompkins Financial
New York
$16K – – –
CDIA
254
Capital Directions Investment Advisors
Georgia
$12K – – –
VCP
255
Verus Capital Partners
Arizona
$12K – – –
NSIM
256
North Star Investment Management
Illinois
$12K +$80 +2 +0.7%
TFS
257
TrustCore Financial Services
Tennessee
$10K -$2.82K -68 -22%
SPIA
258
Steward Partners Investment Advisory
New York
$9K -$11.8K -300 -57%
TCM
259
Tradewinds Capital Management
Washington
$9K – – –
BFC
260
Bedel Financial Consulting
Indiana
$6K – – –
SA
261
SRH Advisors
Kansas
$6K +$42 +1 +0.7%
SBL
262
Sargent Bickham Lagudis
Colorado
$6K +$6K +154 New
BWP
263
Baldwin Wealth Partners
Massachusetts
$5K – – –
AIP
264
Ameritas Investment Partners
Nebraska
$5K – – –
RIA
265
RPG Investment Advisory
California
$5K – – –
VFA
266
Valeo Financial Advisors
Indiana
$5K +$1.75K +40 +54%
HF
267
Halpern Financial
Virginia
$4.33K -$23K -564 -84%
PWMG
268
Prestige Wealth Management Group
New Jersey
$4K -$273K -7,101 -99%
IF
269
Ironwood Financial
Arizona
$4K – – –
BBPWM
270
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
NL
271
NWAM LLC
Washington
$3.14K +$1.4K +34,370 +81%
DI
272
Disciplined Investments
Oklahoma
$3K +$3K +82 New
BlackRock
273
BlackRock
New York
$2K -$410 -8 -17%
AA
274
Ancora Advisors
Ohio
$2K – – –
MWA
275
Moser Wealth Advisors
Washington
$2K – – –
9 10
11
12 13