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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

289 hedge funds and large institutions have $981M invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-37
Holders Change %
-11.35%
% of All Funds
6.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
34
Increased
123
Reduced
99
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$42.6M
2
EK
Evensky & Katz
Florida
+$16.3M
3
Betterment LLC
Betterment LLC
New York
+$15.6M
4
Stifel Financial
Stifel Financial
Missouri
+$11.3M
5
EWA
ERTS Wealth Advisors
Michigan
+$9.21M

Top Sellers

1
FFA
Fragasso Financial Advisors
Pennsylvania
-$31.3M
2
JFA
Johanson Financial Advisors
California
-$23.4M
3
VCM
Virtue Capital Management
Tennessee
-$16.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$14.4M
5
Bank of America
Bank of America
North Carolina
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$6.88M +$6.56M +160,494 +2,026%
DC
27
Derby & Company
Massachusetts
$6.74M +$2.55M +62,462 +61%
UBS Group
28
UBS Group
Switzerland
$6.64M -$1.78M -43,670 -21%
MAS
29
Managed Account Services
Florida
$6.38M -$1.36M -36,734 -18%
BWM
30
BerganKDV Wealth Management
Minnesota
$5.73M +$1.52M +37,197 +36%
GIA
31
GHP Investment Advisors
Colorado
$5.55M +$539K +13,203 +11%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$5.49M +$1.14M +27,923 +26%
SFG
33
Sage Financial Group
Pennsylvania
$5.49M -$566K -13,858 -9%
HSA
34
HBK Sorce Advisory
Pennsylvania
$5.48M -$771K -18,859 -12%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.47M +$1.18M +28,958 +28%
WFPG
36
Waller Financial Planning Group
Ohio
$5.15M +$1.44M +35,328 +39%
ML
37
McAdam LLC
Pennsylvania
$4.94M +$1.08M +26,472 +28%
OCG
38
Opus Capital Group
Ohio
$4.55M +$2.37M +58,091 +109%
NWM
39
Northwest Wealth Management
Iowa
$4.44M +$2.38M +58,365 +116%
MG
40
Mather Group
Illinois
$4.4M +$2.39M +58,599 +119%
Wells Fargo
41
Wells Fargo
California
$4.35M +$328K +8,034 +8%
AWM
42
Avior Wealth Management
Nebraska
$4.15M +$2.14M +52,302 +106%
SFG
43
StrategIQ Financial Group
Indiana
$4.07M +$1.63M +39,796 +66%
TSWM
44
Triangle Securities Wealth Management
North Carolina
$4.01M +$1.32M +32,232 +49%
FNT
45
First National Trust
Pennsylvania
$3.95M -$200K -4,901 -5%
MIS
46
Morningstar Investment Services
Illinois
$3.84M +$1.03M +25,267 +37%
FSG
47
Financial Strategies Group
Michigan
$3.77M +$884K +21,645 +31%
FFN
48
Focus Financial Network
Minnesota
$3.75M +$198K +4,843 +6%
FAT
49
First American Trust
California
$3.7M +$139K +3,397 +4%
BC
50
Burney Company
Virginia
$3.68M +$2M +49,046 +120%
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