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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

371 hedge funds and large institutions have $2.35B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 156 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.53%
New
60
Increased
115
Reduced
156
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$122M
2
Bank of America
Bank of America
North Carolina
+$92M
3
HC
Hamilton Capital
Ohio
+$64.3M
4
LPL Financial
LPL Financial
California
+$52.6M
5
Stifel Financial
Stifel Financial
Missouri
+$34.6M

Top Sellers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
-$39.8M
2
WIA
World Investment Advisors
California
-$18M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12.3M
5
CWM
Connecticut Wealth Management
Connecticut
-$8.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
276
American Portfolios Advisors
New York
$270K +$232K +2,834 +616%
VFA
277
Valeo Financial Advisors
Indiana
$268K – – –
NFP
278
Narus Financial Partners
Utah
$266K +$266K +3,250 New
WI
279
WBI Investments
New Jersey
$258K +$258K +3,141 New
AC
280
Addison Capital
Pennsylvania
$255K +$255K +3,109 New
TCWA
281
Ten Capital Wealth Advisors
Washington
$250K -$125K -1,530 -33%
PSIWM
282
Paradigm Strategies in Wealth Management
Minnesota
$250K +$250K +3,046 New
OPA
283
Old Port Advisors
Maine
$249K -$438K -5,336 -64%
BA
284
Ballast Advisors
Minnesota
$249K -$19.7K -240 -7%
KFGK
285
Keystone Financial Group (Kentucky)
Kentucky
$249K +$249K +3,041 New
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$248K +$142K +1,730 +133%
Bank of New York Mellon
287
Bank of New York Mellon
New York
$248K +$248K +3,030 New
SWA
288
Sax Wealth Advisors
New Jersey
$247K +$247K +3,010 New
HTC
289
Haverford Trust Company
Pennsylvania
$246K +$246K +3,000 New
BPA
290
Beacon Pointe Advisors
California
$243K +$243K +2,946 New
HSBC Holdings
291
HSBC Holdings
United Kingdom
$242K -$24.6K -300 -9%
HCM
292
Hengehold Capital Management
Ohio
$241K +$241K +2,937 New
NFP
293
Novak Financial Planning
Maryland
$240K -$9.68K -118 -4%
MPM
294
Meritage Portfolio Management
Kansas
$240K +$240K +2,925 New
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$239K +$33.3K +408 +16%
MCC
296
Money Concepts Capital
Florida
$231K +$231K +2,814 New
BWM
297
BCS Wealth Management
Tennessee
$221K -$42.4K -516 -16%
WP
298
WealthPLAN Partners
Nebraska
$216K +$216K +2,538 New
CTFG
299
Capstone Triton Financial Group
Oklahoma
$215K +$49.7K +605 +30%
PAG
300
Pinnacle Advisory Group
Maryland
$215K +$215K +2,620 New
10 11
12
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