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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

371 hedge funds and large institutions have $2.35B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 156 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.53%
New
60
Increased
115
Reduced
156
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$122M
2
Bank of America
2
Bank of America
North Carolina
$204M
3
HC
3
Hamilton Capital
Ohio
$64.3M
4
LPL Financial
4
LPL Financial
California
$107M
5
Stifel Financial
5
Stifel Financial
Missouri
$72.5M

Top Sellers

1
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$9.09M
2
WIA
2
World Investment Advisors
California
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$98.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$91.8M
5
CWM
5
Connecticut Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$20.4M +$1.13M +13,836 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$19.9M +$2.06M +25,081 +12%
KA
28
Klingman & Associates
New York
$19.7M -$537K -6,548 -3%
RIM
29
Redwood Investment Management
Arizona
$19.1M -$5.52M -67,334 -22%
EH
30
Equitable Holdings
New York
$18.3M -$1.96M -23,911 -10%
Morgan Stanley
31
Morgan Stanley
New York
$17.6M +$1.2M +14,620 +7%
FAG
32
Financial Advisory Group
Texas
$17.3M -$1.38M -16,834 -7%
ADL
33
Asset Dedication LLC
California
$16.6M -$3M -36,586 -15%
RA
34
Rodgers & Associates
Pennsylvania
$16.3M -$2.32M -28,331 -12%
TC
35
TownSquare Capital
Utah
$16.3M -$2.5M -30,497 -13%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$16M +$11.2M +136,395 +231%
KW
37
KWB Wealth
California
$14.6M -$120K -1,468 -0.8%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$13.7M +$3.91M +47,731 +40%
LFS
39
Lutz Financial Services
Nebraska
$13.6M +$387K +4,715 +3%
IWM
40
IHT Wealth Management
Illinois
$13.5M +$13.1M +159,583 +3,211%
Mariner
41
Mariner
Kansas
$13.4M +$716K +8,728 +6%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$13M – – –
Wells Fargo
43
Wells Fargo
California
$12.7M -$528K -6,435 -4%
BWM
44
BerganKDV Wealth Management
Minnesota
$12.6M -$1.49M -18,151 -11%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$12.4M +$172K +2,093 +1%
SFG
46
Sage Financial Group
Pennsylvania
$12.3M -$1.18M -14,410 -9%
HPA
47
High Probability Advisors
New York
$11.8M +$43K +525 +0.4%
AWM
48
Avior Wealth Management
Nebraska
$11.7M -$400K -4,883 -3%
GIA
49
GHP Investment Advisors
Colorado
$10.7M -$50.7K -618 -0.5%
Betterment LLC
50
Betterment LLC
New York
$10.4M -$6.17M -75,211 -37%
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