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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 %
PGAM
301
Princeton Global Asset Management
New Jersey
$26K -$539 -8 -2%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$21.9K +323 +1,900%
HS
303
Horan Securities
United States
$22K +$7.01K +107 +47%
SFS
304
Sowell Financial Services
Arkansas
$20K -$267 -4 -1%
CDIA
305
Capital Directions Investment Advisors
Georgia
$19K – – –
COCM
306
Charter Oak Capital Management
New Hampshire
$17K +$17K +250 New
Citigroup
307
Citigroup
New York
$15K +$1.96K +30 +15%
SPIA
308
Steward Partners Investment Advisory
New York
$13K -$1.82K -28 -12%
TCM
309
Tradewinds Capital Management
Washington
$12K -$3.5K -51 -23%
KPCM
310
Kings Point Capital Management
New York
$12K +$12K +176 New
BFC
311
Bedel Financial Consulting
Indiana
$10K – – –
BWP
312
Baldwin Wealth Partners
Massachusetts
$8K – – –
VCM
313
Versant Capital Management
Arizona
$7K -$445 -7 -6%
RIA
314
RPG Investment Advisory
California
$7K – – –
M1FG
315
Mach-1 Financial Group
Arkansas
$7K +$7K +108 New
KCM
316
Kathmere Capital Management
Pennsylvania
$6K – – –
First Manhattan
317
First Manhattan
New York
$6K +$923 +14 +18%
AIP
318
Ameritas Investment Partners
Nebraska
$5K -$2.65K -45 -35%
AA
319
Ancora Advisors
Ohio
$4K – – –
GI
320
Gradient Investments
Minnesota
$4K – – –
IA
321
Inspire Advisors
Idaho
$4K +$4K +54 New
TFS
322
TrustCore Financial Services
Tennessee
$3K – – –
HFA
323
Hoover Financial Advisors
Pennsylvania
$3K – – –
CWC
324
Carolinas Wealth Consulting
North Carolina
$3K – – –
AF
325
Allworth Financial
California
$3K +$3K +48 New
10 11 12
13
14