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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 %
HDIM
326
Hanson & Doremus Investment Management
Vermont
$58K +$20.9K +253 +56%
AF
327
Advisornet Financial
Minnesota
$55K +$7.32K +90 +15%
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$49K -$3.47K -42 -7%
SSB
329
Sandy Spring Bank
Maryland
$48K +$48K +588 New
CHA
330
Carmichael Hill & Associates
Maryland
$42K – – –
BW
331
Bison Wealth
Georgia
$41K – – –
BC
332
Bartlett & Co
Ohio
$37K – – –
BCWM
333
Bartlett & Co Wealth Management
Ohio
$37K – – –
TC
334
Truvestments Capital
Florida
$35K +$83 +1 +0.2%
SCA
335
Stonebridge Capital Advisors
Minnesota
$33K +$33K +406 New
PGAM
336
Princeton Global Asset Management
New Jersey
$32K +$83 +1 +0.3%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$3.48K +43 +13%
CFA
338
Carroll Financial Associates
North Carolina
$31K +$30.9K +380 +38,000%
SWM
339
Spire Wealth Management
Virginia
$31K +$31K +36,724 New
HS
340
Horan Securities
United States
$28K +$166 +2 +0.6%
NIC
341
Northwest Investment Counselors
Oregon
$27K +$27K +328 New
LDFR
342
Lehman & Derafelo Financial Resources
Pennsylvania
$24K -$14.7K -176 -38%
COCM
343
Charter Oak Capital Management
New Hampshire
$22K +$1.85K +23 +9%
BMD
344
Better Money Decisions
New Mexico
$18K +$18K +218 New
TCWM
345
Total Clarity Wealth Management
Illinois
$17K +$17K +204 New
BFC
346
Bedel Financial Consulting
Indiana
$12K – – –
CAL
347
Capital Analysts LLC
Pennsylvania
$11K -$26.3K -323 -71%
BWP
348
Baldwin Wealth Partners
Massachusetts
$10K – – –
RIA
349
RPG Investment Advisory
California
$9K – – –
VCM
350
Versant Capital Management
Arizona
$7K -$1.46K -19 -17%
12 13
14
15 16