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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

102 hedge funds and large institutions have $258M invested in SPDR S&P 600 Small Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
2.55%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.23%
New
26
Increased
43
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$13.8M
2
SG
2
Strid Group
Pennsylvania
$13M
3
Bank of America
3
Bank of America
North Carolina
$47.6M
4
AG
4
Advisor Group
Arizona
$7.85M
5
AIM
5
Advantage Investment Management
Iowa
$6.67M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
BRWA
2
B. Riley Wealth Advisors
Florida
$0
3
TCM
3
Tradewinds Capital Management
Washington
$3.47M
4
AssetMark Inc
4
AssetMark Inc
California
$21K
5
PMG
5
ProVise Management Group
Florida
$662K
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
51
Carroll Financial Associates
North Carolina
$673K 5,656 +2,153 +61%
CCM
52
Carlson Capital Management
Minnesota
$670K 5,633 – –
PMG
53
ProVise Management Group
Florida
$662K 5,559 -5,886 -51%
MHS
54
M Holdings Securities
Oregon
$624K 5,247 +168 +3%
CMP
55
Courage Miller Partners
Virginia
$595K 5,003 -137 -3%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$577K 4,847 +107 +2%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$564K 4,740 +4,740 New
PH
58
Pinnacle Holdings
Oklahoma
$504K 4,238 -20 -0.5%
WP
59
WealthSource Partners
California
$497K 4,179 +19 +0.5%
SWP
60
Stratos Wealth Partners
Ohio
$477K 4,004 +444 +12%
JC
61
Jentner Corp
Ohio
$464K 3,900 +3,900 New
FWM
62
Frontier Wealth Management
Missouri
$455K 3,823 -856 -18%
RIA
63
Regal Investment Advisors
Michigan
$325K 2,728 -112 -4%
VIA
64
Vantage Investment Advisors
Pennsylvania
$319K 2,690 +304 +13%
SAM
65
Silvercrest Asset Management
New York
$296K 2,490 – –
SFA
66
Sequoia Financial Advisors
Ohio
$296K 2,487 +2,487 New
SI
67
SII Investments
Wisconsin
$280K 2,343 +2,343 New
CBB
68
Citizens Business Bank
California
$277K 2,327 -645 -22%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$240K 2,016 +1,401 +228%
Creative Planning
70
Creative Planning
Kansas
$210K 1,762 +16 +0.9%
RFA
71
Reilly Financial Advisors
California
$199K 1,669 +89 +6%
BRC
72
Bell Rock Capital
Delaware
$164K 1,404 +1,404 New
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$105K 878 -22 -2%
TF
74
Tompkins Financial
New York
$102K 855 – –
PG
75
Patten Group
Tennessee
$92K 780 – –
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3
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