SLYV icon

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 %
EWM
251
Empirical Wealth Management
Washington
$250K +$250K +3,784 New
MIP
252
Marietta Investment Partners
Wisconsin
$242K +$242K +3,650 New
FFA
253
Fragasso Financial Advisors
Pennsylvania
$234K +$234K +3,541 New
OPWM
254
Oakwell Private Wealth Management
Texas
$224K +$224K +3,386 New
CFD
255
Creative Financial Designs
Indiana
$219K +$10.1K +153 +5%
CWP
256
Concord Wealth Partners
Virginia
$219K +$219K +3,307 New
BA
257
Ballast Advisors
Minnesota
$217K -$754K -11,389 -78%
VFA
258
Valeo Financial Advisors
Indiana
$216K -$3.5K -53 -2%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$215K +$215K +3,249 New
BWM
260
BCS Wealth Management
Tennessee
$212K +$212K +3,205 New
IA
261
IFG Advisory
Georgia
$212K +$212K +3,214 New
WWM
262
Wagner Wealth Management
South Carolina
$209K +$209K +3,161 New
Deutsche Bank
263
Deutsche Bank
Germany
$204K -$87.3K -1,322 -30%
NFP
264
Novak Financial Planning
Maryland
$202K +$202K +3,045 New
PP
265
PrairieView Partners
Minnesota
$177K -$73.1K -1,102 -29%
IHWM
266
Iron Horse Wealth Management
Iowa
$167K +$167K +2,525 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$166K -$33.5K -509 -17%
IWP
268
IAG Wealth Partners
Wisconsin
$146K -$1.33K -20 -0.9%
CTFG
269
Capstone Triton Financial Group
Oklahoma
$133K +$133K +2,013 New
SFP
270
Sterling Financial Planning
New Jersey
$116K +$116K +1,756 New
TRCT
271
Tower Research Capital (TRC)
New York
$109K -$1.42M -21,557 -93%
US Bancorp
272
US Bancorp
Minnesota
$101K -$2K -30 -2%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$94K – – –
BWM
274
Baystate Wealth Management
Massachusetts
$91K +$396 +6 +0.4%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$85K -$9.11K -139 -10%
9 10
11
12 13