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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

299 hedge funds and large institutions have $1.06B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
+10
Holders Change %
+3.46%
% of All Funds
6.15%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.47%
New
39
Increased
111
Reduced
111
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Goelzer Investment Management
Indiana
$24.6M
2
RM
Resource Management
Louisiana
$24.1M
3
FAG
Financial Advisory Group
Texas
$11.2M
4
NP
NorthRock Partners
Minnesota
$36.1M
5
RIM
Redwood Investment Management
Arizona
$9.24M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$84.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$62.6M
3
Osaic Holdings
Osaic Holdings
Arizona
$7.83M
4
MMA
Miracle Mile Advisors
California
$0
5
Betterment LLC
Betterment LLC
New York
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$9.68M +$315K +6,432 +3%
FWP
27
FAS Wealth Partners
Kansas
$9.5M +$909K +18,501 +11%
RIM
28
Redwood Investment Management
Arizona
$9.24M +$7.63M +155,245 +475%
DC
29
Derby & Company
Massachusetts
$8.21M +$113K +2,309 +1%
BWM
30
BerganKDV Wealth Management
Minnesota
$8.12M +$1.23M +25,130 +18%
Morgan Stanley
31
Morgan Stanley
New York
$7.87M -$538K -10,951 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$7.83M -$7.18M -146,120 -48%
LFS
33
Lutz Financial Services
Nebraska
$7.47M +$4.61M +93,839 +161%
CWM
34
Connecticut Wealth Management
Connecticut
$7.32M +$5.3M +96,803 +262%
PAG
35
Private Advisor Group
New Jersey
$7.07M +$3.45M +70,230 +95%
PSUF
36
People's United Financial
Connecticut
$6.63M +$3.29M +66,987 +98%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$6.63M +$6.61M +134,490 +33,623%
MAS
38
Managed Account Services
Florida
$6.59M -$2.07M -41,181 -24%
AWM
39
Avior Wealth Management
Nebraska
$6.54M +$1.54M +31,443 +31%
CPO
40
Cerity Partners OCIO
New York
$6.51M +$5.41M +110,086 +490%
GIA
41
GHP Investment Advisors
Colorado
$6.49M -$185K -3,763 -3%
TSWM
42
Triangle Securities Wealth Management
North Carolina
$6.48M +$1.67M +33,929 +35%
ML
43
McAdam LLC
Pennsylvania
$6.45M +$517K +10,516 +9%
SFG
44
Sage Financial Group
Pennsylvania
$6.42M -$177K -3,606 -3%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$6.37M -$231K -4,695 -3%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$6.22M -$362K -7,379 -6%
OCG
47
Opus Capital Group
Ohio
$5.91M +$443K +9,009 +8%
NWM
48
Northwest Wealth Management
Iowa
$5.81M +$475K +9,665 +9%
LWAC
49
Laurel Wealth Advisors (California)
California
$5.44M +$5.44M +110,782 New
HSA
50
HBK Sorce Advisory
Pennsylvania
$5.16M -$1.42M -28,983 -22%
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