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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

275 hedge funds and large institutions have $1.48B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
6.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
25
Increased
127
Reduced
82
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$300M
2
FFA
Fragasso Financial Advisors
Pennsylvania
+$28.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$14.2M
4
CFS
Cannon Financial Strategists
Georgia
+$9.04M
5
NP
NorthRock Partners
Minnesota
+$8.64M

Top Sellers

1
S
Schroders
United Kingdom
-$81.5M
2
HCM
Hengehold Capital Management
Ohio
-$9.54M
3
Jane Street
Jane Street
New York
-$4.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.92M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$6.61M -$77.2K -1,209 -1%
WIA
27
World Investment Advisors
California
$6.42M +$6.42M +104,860 New
BWM
28
BerganKDV Wealth Management
Minnesota
$6.4M +$6.4M +104,407 New
KA
29
Klingman & Associates
New York
$6.19M +$178K +2,913 +3%
AG
30
Advisor Group
Arizona
$6.13M +$2.16M +35,222 +54%
DC
31
Derby & Company
Massachusetts
$6.1M +$6.1M +99,610 New
GIA
32
GHP Investment Advisors
Colorado
$6.07M +$564K +9,209 +10%
FNT
33
First National Trust
Pennsylvania
$5.9M +$36.6K +598 +0.6%
Wells Fargo
34
Wells Fargo
California
$5.82M -$444K -7,243 -7%
WFPG
35
Waller Financial Planning Group
Ohio
$5.62M +$280K +4,428 +5%
MAG
36
Mokosak Advisory Group
Iowa
$5.61M -$46.8K -764 -0.8%
ML
37
McAdam LLC
Pennsylvania
$5.38M +$417K +6,814 +8%
SC
38
Savant Capital
Illinois
$5.21M +$616K +10,062 +13%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$5.2M +$1.1M +17,934 +27%
LJAC
40
L.J. Altfest & Co
New York
$5.17M -$1.5M -24,545 -23%
FFN
41
Focus Financial Network
Minnesota
$5.03M +$462K +7,534 +10%
CWA
42
Clarus Wealth Advisors
Arizona
$5M -$54.2K -885 -1%
MWM
43
Modera Wealth Management
New Jersey
$4.81M -$317K -5,182 -6%
Mariner
44
Mariner
Kansas
$4.79M -$143K -2,328 -3%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$4.78M -$2.85M -46,476 -37%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$4.61M +$2.12M +34,590 +85%
PG
47
Pendal Group
Australia
$4.58M +$67.4K +1,100 +1%
Betterment LLC
48
Betterment LLC
New York
$4.46M – – –
LFS
49
Lutz Financial Services
Nebraska
$4.3M +$543K +8,857 +14%
TWP
50
Total Wealth Planning
Ohio
$4.24M +$531K +8,662 +14%
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