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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
$44.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
4
CWM
Connecticut Wealth Management
Connecticut
$8.87M
5
FSWA
Financial Synergies Wealth Advisors
Texas
$9.85M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
Betterment LLC
New York
$13.4M
3
RIM
Redwood Investment Management
Arizona
$19.9M
4
TI
tru Independence
Oregon
$0
5
FPIS
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
326
Ritter Daniher Financial Advisory
Ohio
$3K +$3K +50 New
CAGAS
327
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
FA
328
Fortis Advisors
Pennsylvania
$1K – – –
FRA
329
Front Row Advisors
California
$1K – – –
FGAM
330
Financial Gravity Asset Management
Texas
$1K +$1K +14 New
FCMT
331
Founders Capital Management (Texas)
Texas
$1K +$1K +19 New
TI
332
tru Independence
Oregon
– -$3.35M -66,959 Closed
BPA
333
Beacon Pointe Advisors
California
– -$590K -11,781 Closed
RWB
334
RMR Wealth Builders
New Jersey
– -$573K -11,437 Closed
LWAC
335
Laurel Wealth Advisors (California)
California
– -$551K -11,008 Closed
TC
336
Tatro Capital
Kentucky
– -$243K -4,857 Closed
TSS
337
Two Sigma Securities
New York
– -$207K -4,126 Closed
FHA
338
Flagship Harbor Advisors
Massachusetts
– -$68K -1,364 Closed
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
– -$44K -870 Closed
CAAS
340
Capital Asset Advisory Services
Michigan
– -$29K -584 Closed
WP
341
WealthShield Partners
North Carolina
– -$26K -512 Closed
AssetMark Inc
342
AssetMark Inc
California
– -$20K -397 Closed
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
– -$14K -289 Closed
S
344
SignatureFD
Georgia
– -$9K -180 Closed
PWM
345
Provident Wealth Management
Tennessee
– -$8K -169 Closed
PFS
346
Prospera Financial Services
Texas
– -$6K -120 Closed
LC
347
Lindbrook Capital
California
– -$6K -111 Closed
JWM
348
JFG Wealth Management
Colorado
– -$3.06K -61 Closed
BlackRock
349
BlackRock
New York
– -$2K -30 Closed
LWM
350
Liberty Wealth Management
California
– -$1K -16 Closed
10 11 12 13
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