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State Street SPDR S&P 600 Small Cap Value ETF

334 hedge funds and large institutions have $1.63B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.11B → $1.63B (+$522M)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

12% more funds holding

Funds holding: 298334 (+36)

2.63% more ownership

Funds ownership: 56.2%58.83% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

Holders
334
Holders Change
+36
Holders Change %
+12.08%
% 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
119
Reduced
115
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
Truvestments Capital
Florida
$27K +$25K +421 New
PGAM
302
Princeton Global Asset Management
New Jersey
$26K -$475 -8 -2%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$19.2K +323 +1,900%
HS
304
Horan Securities
United States
$22K +$6.36K +107 +47%
SFS
305
Sowell Financial Services
Arkansas
$20K -$238 -4 -1%
CDIA
306
Capital Directions Investment Advisors
Georgia
$19K
COCM
307
Charter Oak Capital Management
New Hampshire
$17K +$14.9K +250 New
Citigroup
308
Citigroup
New York
$15K +$1.78K +30 +15%
SPIA
309
Steward Partners Investment Advisory
New York
$13K -$1.66K -28 -12%
TCM
310
Tradewinds Capital Management
Washington
$12K -$3.03K -51 -23%
KPCM
311
Kings Point Capital Management
New York
$12K +$10.5K +176 New
BFC
312
Bedel Financial Consulting
Indiana
$10K
BWP
313
Baldwin Wealth Partners
Massachusetts
$8K
VCM
314
Versant Capital Management
Arizona
$7K -$416 -7 -6%
RIA
315
RPG Investment Advisory
California
$7K
M1FG
316
Mach-1 Financial Group
Arkansas
$7K +$6.42K +108 New
KCM
317
Kathmere Capital Management
Pennsylvania
$6K
First Manhattan
318
First Manhattan
New York
$6K +$832 +14 +18%
AIP
319
Ameritas Investment Partners
Nebraska
$5K -$2.67K -45 -35%
AA
320
Ancora Advisors
Ohio
$4K
GI
321
Gradient Investments
Minnesota
$4K
IA
322
Inspire Advisors
Idaho
$4K +$3.21K +54 New
CWC
323
Carolinas Wealth Consulting
North Carolina
$3K
HFA
324
Hoover Financial Advisors
Pennsylvania
$3K
TFS
325
TrustCore Financial Services
Tennessee
$3K

SLYV Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2020, worth a combined $1.63B — up 47% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SLYV positions and 21 closed out — a net gain of 41 holders — while 119 added to existing stakes and 115 trimmed.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $14M. The largest seller was Financial Engines Advisors, cutting an estimated $9.01M.

  • 334 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2020, up from 298 in Q3 2020.
  • Funds reported $1.63B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2020, up 47% quarter-over-quarter.
  • 62 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2020 and 21 closed out, a net change of +41 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2020 was World Investment Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $9.01M sold.

Based on aggregated 13F filings for Q4 2020.