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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 %
TA
301
TCG Advisors
Texas
– -$1.01M -15,434 Closed
LWMM
302
Legacy Wealth Management (Mississippi)
Mississippi
– -$953K -14,500 Closed
BCM
303
Brookstone Capital Management
Illinois
– -$786K -11,958 Closed
MHS
304
M Holdings Securities
Oregon
– -$772K -11,744 Closed
WP
305
WealthPLAN Partners
Nebraska
– -$719K -11,271 Closed
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
– -$707K -10,761 Closed
FHC
307
First Heartland Consultants
Missouri
– -$640K -9,744 Closed
FWM
308
Frontier Wealth Management
Missouri
– -$526K -8,000 Closed
BWP
309
Bernardo Wealth Planning
Pennsylvania
– -$447K -6,805 Closed
AAS
310
Avantax Advisory Services
Texas
– -$406K -6,173 Closed
SPC
311
Sigma Planning Corp
Michigan
– -$375K -5,710 Closed
CWM
312
Cornerstone Wealth Management
Missouri
– -$364K -5,532 Closed
CA
313
Cetera Advisors
Colorado
– -$365K -5,523 Closed
HCM
314
Hengehold Capital Management
Ohio
– -$360K -5,483 Closed
3C
315
361 Capital
Colorado
– -$358K -5,447 Closed
HB
316
Homrich & Berg
Georgia
– -$350K -5,330 Closed
PFA
317
Pure Financial Advisors
California
– -$341K -5,185 Closed
WP
318
WealthSource Partners
California
– -$321K -4,878 Closed
VFA
319
Voya Financial Advisors
Connecticut
– -$313K -4,771 Closed
ACG
320
Allen Capital Group
Nebraska
– -$307K -4,678 Closed
AWA
321
Acorn Wealth Advisors
Michigan
– -$303K -4,657 Closed
RFN
322
RDA Financial Network
Iowa
– -$289K -4,598 Closed
BWM
323
BCS Wealth Management
Tennessee
– -$294K -4,480 Closed
VAS
324
Valicenti Advisory Services
New York
– -$281K -4,271 Closed
EWM
325
Empirical Wealth Management
Washington
– -$280K -4,260 Closed
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13
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