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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 %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$70K +$44.1K +666 +170%
CIAS
277
Capital Investment Advisory Services
North Carolina
$67K – – –
MF
278
Manchester Financial
California
$65K – – –
PC
279
Permanens Capital
New York
$62K -$19.8K -300 -24%
CFGS
280
Concourse Financial Group Securities
Alabama
$59K – – –
IF
281
Ironwood Financial
Arizona
$59K +$51.7K +785 +714%
CIA
282
Cascade Investment Advisors
Oregon
$58.9K – – –
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K +$40.3K +605 +256%
William Blair & Company
284
William Blair & Company
Illinois
$55K – – –
HFS
285
HBC Financial Services
Washington
$51K – – –
GRP
286
Global Retirement Partners
California
$43K +$14.3K +215 +50%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$42K -$4.43K -67 -10%
JPMorgan Chase & Co
288
JPMorgan Chase & Co
New York
$42K +$23.6K +360 +129%
AF
289
Advisornet Financial
Minnesota
$39K +$865 +13 +2%
CHA
290
Carmichael Hill & Associates
Maryland
$34K – – –
BW
291
Bison Wealth
Georgia
$33K – – –
TF
292
Tompkins Financial
New York
$31K – – –
LDFR
293
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
SFG
294
Sowa Financial Group
Rhode Island
$31K – – –
APA
295
American Portfolios Advisors
New York
$30.5K -$23.3K -352 -43%
BC
296
Bartlett & Co
Ohio
$30K -$67 -1 -0.2%
CAL
297
Capital Analysts LLC
Pennsylvania
$30K +$66 +1 +0.2%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$30K +$134 +2 +0.4%
BCWM
299
Bartlett & Co Wealth Management
Ohio
$29.9K -$66 -1 -0.2%
TC
300
Truvestments Capital
Florida
$27K +$27K +421 New
10 11
12
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