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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

326 hedge funds and large institutions have $1.46B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 141 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+51
Holders Change %
+18.55%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.45%
New
64
Increased
141
Reduced
83
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
+$16.2M
2
NP
NorthRock Partners
Minnesota
+$15.1M
3
Bank of America
Bank of America
North Carolina
+$13.3M
4
Citigroup
Citigroup
New York
+$13.1M
5
JFA
Johanson Financial Advisors
California
+$8.75M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$320M
2
WIA
World Investment Advisors
California
-$6.42M
3
WP
WealthPLAN Partners
Nebraska
-$5.88M
4
PG
Pendal Group
Australia
-$4.58M
5
VFA
Voya Financial Advisors
Connecticut
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
26
Johanson Financial Advisors
California
$8.9M +$8.75M +575,333 +6,096%
SW
27
SkyOak Wealth
Michigan
$8.08M +$8.08M +122,973 New
GIA
28
GHP Investment Advisors
Colorado
$8.06M +$1.54M +23,508 +24%
AG
29
Advisor Group
Arizona
$7.5M +$924K +14,045 +14%
CWA
30
Clarus Wealth Advisors
Arizona
$7.4M +$2.11M +32,559 +40%
MFT
31
Moisand Fitzgerald Tamayo
Florida
$6.99M -$188K -2,856 -3%
EK
32
Evensky & Katz
Florida
$6.98M -$1.19M -18,126 -15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$6.9M -$320M -4,868,580 -98%
KA
34
Klingman & Associates
New York
$6.89M +$247K +3,760 +4%
BWM
35
BerganKDV Wealth Management
Minnesota
$6.77M -$91.1K -1,387 -1%
DC
36
Derby & Company
Massachusetts
$6.73M +$181K +2,751 +3%
FNT
37
First National Trust
Pennsylvania
$6.67M +$333K +5,074 +5%
Wells Fargo
38
Wells Fargo
California
$6.47M +$224K +3,411 +4%
ML
39
McAdam LLC
Pennsylvania
$6.2M +$432K +6,577 +7%
WFPG
40
Waller Financial Planning Group
Ohio
$5.97M +$134K +2,042 +2%
MAG
41
Mokosak Advisory Group
Iowa
$5.94M -$66.5K -1,012 -1%
RG
42
Retirement Group
California
$5.84M +$5.84M +88,873 New
FAT
43
First American Trust
California
$5.73M +$1.19M +18,176 +26%
FFN
44
Focus Financial Network
Minnesota
$5.7M +$306K +4,658 +6%
QCM
45
Quest Capital Management
Texas
$5.7M +$2.69M +40,864 +89%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$5.58M -$920 -14 -0%
LJAC
47
L.J. Altfest & Co
New York
$5.49M -$50.1K -763 -0.9%
I
48
INVST
Indiana
$5.19M +$1.81M +27,544 +54%
Mariner
49
Mariner
Kansas
$5.17M +$32K +487 +0.6%
LFS
50
Lutz Financial Services
Nebraska
$5.14M +$523K +7,954 +11%
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