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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

121 hedge funds and large institutions have $406M invested in SPDR S&P 600 Small Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+8
Holders Change %
+7.08%
% of All Funds
3.02%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
17
Increased
53
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
I
1
INVST
Indiana
$12.4M
2
TSS
2
Two Sigma Securities
New York
$5.01M
3
Jane Street
3
Jane Street
New York
$3.71M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$41.2M
5
TW
5
Transform Wealth
Colorado
$2.86M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$82.1M
2
Bank of America
2
Bank of America
North Carolina
$52.3M
3
LPL Financial
3
LPL Financial
California
$10.7M
4
CFA
4
Carroll Financial Associates
North Carolina
$32K
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
51
Freedom Investment Management
Connecticut
$875K +$43.7K +692 +5%
KM
52
Kalos Management
Georgia
$851K -$198K -3,140 -19%
ICOA
53
Investment Centers of America
North Dakota
$847K +$311K +4,906 +58%
MHS
54
M Holdings Securities
Oregon
$769K +$632 +10 +0.1%
CCM
55
Carlson Capital Management
Minnesota
$712K – – –
CMP
56
Courage Miller Partners
Virginia
$614K +$506 +8 +0.1%
VIA
57
Vantage Investment Advisors
Pennsylvania
$551K +$94.8K +1,500 +21%
PH
58
Pinnacle Holdings
Oklahoma
$539K +$6.07K +96 +1%
ASN
59
Advisory Services Network
Georgia
$530K +$26.9K +426 +5%
WP
60
WealthSource Partners
California
$524K +$885 +14 +0.2%
JC
61
Jentner Corp
Ohio
$485K +$44.7K +708 +10%
FWM
62
Frontier Wealth Management
Missouri
$479K -$505 -8 -0.1%
MWM
63
Meridian Wealth Management
Kentucky
$379K +$379K +6,000 New
NL
64
NWAM LLC
Washington
$346K +$76.7K +1,216 +29%
SAM
65
Silvercrest Asset Management
New York
$315K – – –
RIA
66
Regal Investment Advisors
Michigan
$309K +$1.14K +18 +0.4%
SI
67
SII Investments
Wisconsin
$308K +$308K +4,862 New
CCM
68
Canal Capital Management
Virginia
$298K – – –
SWP
69
Stratos Wealth Partners
Ohio
$289K -$264K -4,174 -48%
VFA
70
Voya Financial Advisors
Connecticut
$281K -$83.4K -1,322 -23%
PFA
71
Pure Financial Advisors
California
$278K +$45K +712 +19%
CBB
72
Citizens Business Bank
California
$267K -$23.1K -366 -8%
PAM
73
Premier Asset Management
Illinois
$260K – – –
V
74
Veritable
Delaware
$258K – – –
RFA
75
Reilly Financial Advisors
California
$252K +$10.4K +164 +4%
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3
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