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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

253 hedge funds and large institutions have $787M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.65%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
68
Increased
100
Reduced
58
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.4M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$9.67M
3
FPIS
Financial Planning & Information Services
Wisconsin
+$9.35M
4
RWM
Ritholtz Wealth Management
New York
+$8.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.07M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$162M
2
BFG
Barber Financial Group
Kansas
-$21.8M
3
AA
Advisory Alpha
Michigan
-$15.9M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$10.5M
5
I
INVST
Indiana
-$9.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$5.99M +$2.56M +47,659 +75%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.92M -$818K -15,195 -12%
Wells Fargo
28
Wells Fargo
California
$5.37M -$876K -16,280 -14%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$5.3M +$1.35M +25,126 +34%
MAG
30
Mokosak Advisory Group
Iowa
$5.09M +$5.09M +94,494 New
HFS
31
Howard Financial Services
Texas
$5.03M +$5.03M +93,370 New
KA
32
Klingman & Associates
New York
$5.02M +$4.85M +90,158 +2,965%
FNT
33
First National Trust
Pennsylvania
$4.92M +$1.34M +24,873 +37%
FCI
34
Financial Counselors Inc
Kansas
$4.89M +$1.85M +34,426 +61%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$4.85M -$186K -3,456 -4%
Mariner
36
Mariner
Kansas
$4.15M +$3.19M +59,240 +330%
MWM
37
Modera Wealth Management
New Jersey
$4.08M +$4.08M +75,807 New
WFPG
38
Waller Financial Planning Group
Ohio
$3.96M +$3.96M +73,648 New
GIA
39
GHP Investment Advisors
Colorado
$3.89M +$496K +9,224 +15%
FAT
40
First American Trust
California
$3.86M -$6.03K -112 -0.2%
ML
41
McAdam LLC
Pennsylvania
$3.81M +$639K +11,878 +20%
SBH
42
Segall Bryant & Hamill
Illinois
$3.62M -$66.8K -1,242 -2%
MAS
43
Managed Account Services
Florida
$3.61M +$299K +5,013 +9%
CA
44
Centerpoint Advisors
Massachusetts
$3.59M +$3.59M +66,707 New
TCM
45
Traynor Capital Management
Pennsylvania
$3.54M -$82.1K -1,525 -2%
ADL
46
Asset Dedication LLC
California
$3.37M +$369K +6,870 +12%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.29M -$2.42M -44,959 -42%
SEIA
48
Signature Estate & Investment Advisors
California
$3.2M +$431K +8,013 +16%
MG
49
Mather Group
Illinois
$3M +$3M +55,696 New
SC
50
Savant Capital
Illinois
$2.97M +$286K +5,313 +11%
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