We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF
SLYV

160 hedge funds and large institutions have $497M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

32% more funds holding

Funds holding: 121 → 160 (+39)

22% more capital invested

Capital invested by funds: $406M → $497M (+$90.6M)

5.04% more ownership

Funds ownership: 87.35% → 92.39% (+5%)

Holders
160
Holders Change
+39
Holders Change %
+32.23%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
53
Increased
59
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Advisory Alpha
Michigan
+$13.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$9.05M
3
Bank of America
Bank of America
North Carolina
+$7.14M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7M
5
AIA
Allegis Investment Advisors
Idaho
+$5.71M

Top Sellers

1
TSS
Two Sigma Securities
New York
-$5.01M
2
PTCG
Pring Turner Capital Group
California
-$3.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.79M
4
TP
Truvvo Partners
New York
-$1.61M
5
CIM
Corda Investment Management
Texas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
Bernicke Wealth Management
Wisconsin
$1.14M -$60.4K -948 -5%
WWMSC
52
Wagner Wealth Management (South Carolina)
South Carolina
$1.13M +$1.12M +17,536 New
AB
53
Atlas Brown
Kentucky
$1.13M -$24.1K -378 -2%
VDFA
54
Vickerman & Driscoll Financial Advisors
Washington
$1.13M +$1.14M +17,908 New
OCM
55
One Capital Management
California
$1.1M -$12.8K -200 -1%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.05M +$5.99K +94 +0.6%
BWA
57
BlueSky Wealth Advisors
North Carolina
$1.03M -$18.9K -296 -2%
PFA
58
Pinnacle Family Advisors
Missouri
$961K +$975K +15,294 New
PP
59
PrairieView Partners
Minnesota
$837K +$849K +13,318 New
PA
60
Probity Advisors
Texas
$816K +$828K +12,986 New
GP
61
Girard Partners
Pennsylvania
$804K +$815K +12,786 New
RJA
62
Raymond James & Associates
Florida
$782K -$182K -2,858 -19%
RFM
63
Royal Fund Management
Florida
$781K +$793K +12,438 New
FIM
64
Freedom Investment Management
Connecticut
$780K -$92.4K -1,450 -10%
MHS
65
M Holdings Securities
Oregon
$760K -$4.72K -74 -0.6%
FNT
66
First National Trust
Pennsylvania
$756K +$767K +12,026 New
CCM
67
Carlson Capital Management
Minnesota
$708K – – –
DI
68
Diligent Investors
California
$690K +$700K +10,982 New
FHC
69
First Heartland Consultants
Missouri
$676K +$686K +10,756 New
CMP
70
Courage Miller Partners
Virginia
$611K +$1.02K +16 +0.2%
LFG
71
Larson Financial Group
Missouri
$580K +$588K +9,220 New
PH
72
Pinnacle Holdings
Oklahoma
$569K +$33K +518 +6%
VIA
73
Vantage Investment Advisors
Pennsylvania
$553K +$5.36K +84 +1%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$548K +$444K +6,970 +401%
JC
75
Jentner Corp
Ohio
$539K +$53.8K +844 +11%
1 2
3
4 5

SLYV Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2017, worth a combined $497M — up 22% from $406M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SLYV positions and 14 closed out — a net gain of 39 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $13.7M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $5.01M sold.

  • 160 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $497M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 53 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2017 and 14 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2017 was Advisory Alpha, an estimated $13.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2017 was Two Sigma Securities, an estimated $5.01M sold.

Based on aggregated 13F filings for Q4 2017.