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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

333 hedge funds and large institutions have $1.63B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+36
Holders Change %
+12.12%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.46%
New
62
Increased
118
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
$18M
2
LPL Financial
LPL Financial
California
$44.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
4
CWM
Connecticut Wealth Management
Connecticut
$8.87M
5
FSWA
Financial Synergies Wealth Advisors
Texas
$9.85M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
Betterment LLC
New York
$13.4M
3
RIM
Redwood Investment Management
Arizona
$19.9M
4
TI
tru Independence
Oregon
$0
5
FPIS
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$15.5M +$2.65M +40,065 +21%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$15.5M +$586K +8,854 +4%
TC
28
TownSquare Capital
Utah
$15.1M +$220K +3,327 +1%
FAG
29
Financial Advisory Group
Texas
$15.1M +$67.7K +1,023 +0.5%
RA
30
Rodgers & Associates
Pennsylvania
$15M +$15M +227,325 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$14.4M +$6.45M +97,424 +81%
Betterment LLC
32
Betterment LLC
New York
$13.4M -$5.91M -89,302 -31%
Morgan Stanley
33
Morgan Stanley
New York
$13.2M +$1.51M +22,762 +13%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$13M -$1.14M -17,283 -8%
KW
35
KWB Wealth
California
$11.9M +$11.9M +179,636 New
BWM
36
BerganKDV Wealth Management
Minnesota
$11.4M +$52.8K +798 +0.5%
SFG
37
Sage Financial Group
Pennsylvania
$10.9M +$818K +12,365 +8%
Wells Fargo
38
Wells Fargo
California
$10.7M +$3.49M +52,770 +48%
LFS
39
Lutz Financial Services
Nebraska
$10.6M +$495K +7,482 +5%
Mariner
40
Mariner
Kansas
$10.2M +$3.47M +52,429 +51%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$9.85M +$5.84M +88,303 +146%
AWM
42
Avior Wealth Management
Nebraska
$9.77M -$426K -6,436 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$9.58M -$514K -7,766 -5%
HPA
44
High Probability Advisors
New York
$9.5M +$9.5M +143,556 New
CIM
45
Confluence Investment Management
Missouri
$9.1M +$322K +4,871 +4%
MAS
46
Managed Account Services
Florida
$8.99M +$79.7K +1,095 +0.9%
CWM
47
Connecticut Wealth Management
Connecticut
$8.87M +$6.35M +85,721 +253%
GIA
48
GHP Investment Advisors
Colorado
$8.69M -$107K -1,624 -1%
ML
49
McAdam LLC
Pennsylvania
$8.59M -$1.18M -16,679 -12%
CPO
50
Cerity Partners OCIO
New York
$8.51M -$137K -2,074 -2%
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