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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

46 hedge funds and large institutions have $50.7M invested in SPDR S&P 600 Small Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
20
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.2M
2
Bank of America
Bank of America
North Carolina
+$1.43M
3
AP
Advisors Preferred
Maryland
+$619K
4
LPL Financial
LPL Financial
California
+$427K
5
Morgan Stanley
Morgan Stanley
New York
+$353K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.71M
2
TCM
Tradewinds Capital Management
Washington
-$403K
3
ICM
IMS Capital Management
Oregon
-$251K
4
CBB
Citizens Business Bank
California
-$178K
5
ASN
Advisory Services Network
Georgia
-$106K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$259K +$10.8K +200 +4%
US Bancorp
27
US Bancorp
Minnesota
$163K – – –
Creative Planning
28
Creative Planning
Kansas
$150K +$108 +2 +0.1%
BIT
29
BlackRock Institutional Trust
California
$120K +$120K +2,222 New
FCCM
30
First City Capital Management
Georgia
$97.3K +$97.3K +1,800 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$84K +$6.94K +128 +9%
LFG
32
LifePlan Financial Group
Ohio
$79K – – –
CDIA
33
Capital Directions Investment Advisors
Georgia
$62K – – –
WA
34
WFG Advisors
Texas
$54K – – –
M&T Bank
35
M&T Bank
New York
$41K – – –
MFS
36
MSI Financial Services
Massachusetts
$40K +$7.03K +130 +21%
WEC
37
Winslow Evans & Crocker
Massachusetts
$37.8K – – –
MA
38
MUFG Americas
New York
$32K +$32K +600 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$24K +$213 +4 +0.9%
BRWM
40
B. Riley Wealth Management
Tennessee
$23K +$23K +418 New
TAIM
41
TD Ameritrade Investment Management
Nebraska
$16K -$331 -6 -2%
AWM
42
Avior Wealth Management
Nebraska
$13K +$13K +244 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$11K -$3.71M -67,408 -100%
S
44
SignatureFD
Georgia
$10K – – –
VIA
45
Vantage Investment Advisors
Pennsylvania
$1K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1K +$1K +10 New
ICM
47
IMS Capital Management
Oregon
– -$251K -4,720 Closed
ASN
48
Advisory Services Network
Georgia
– -$106K -2,000 Closed
Invesco
49
Invesco
Georgia
– -$24K -450 Closed
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