SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

253 hedge funds and large institutions have $787M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.65%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
68
Increased
100
Reduced
58
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.4M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$9.67M
3
FPIS
Financial Planning & Information Services
Wisconsin
+$9.35M
4
RWM
Ritholtz Wealth Management
New York
+$8.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.07M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$162M
2
BFG
Barber Financial Group
Kansas
-$21.8M
3
AA
Advisory Alpha
Michigan
-$15.9M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$10.5M
5
I
INVST
Indiana
-$9.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
51
Harborview Advisors
Maine
$2.93M +$317K +5,897 +12%
KM
52
Kalos Management
Georgia
$2.92M +$2.03M +29,915 +229%
MWM
53
Marietta Wealth Management
Georgia
$2.8M -$586K -10,879 -17%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$2.78M +$2.61M +48,445 +1,483%
CA
55
Cornerstone Advisory
Maryland
$2.78M +$2.78M +51,725 New
FIM
56
Freedom Investment Management
Connecticut
$2.77M -$296K -5,501 -10%
OCG
57
Opus Capital Group
Ohio
$2.66M +$2.66M +49,445 New
PFP
58
Pinnacle Financial Partners
Tennessee
$2.65M -$12.4K -230 -0.5%
PA
59
Probity Advisors
Texas
$2.61M +$364K +6,770 +16%
TWP
60
Total Wealth Planning
Ohio
$2.58M +$2.58M +47,965 New
BWA
61
BlueSky Wealth Advisors
North Carolina
$2.55M +$1.4M +23,911 +122%
IDA
62
Intelligence Driven Advisers
California
$2.39M +$2.39M +44,318 New
Goldman Sachs
63
Goldman Sachs
New York
$2.26M +$2.26M +42,012 New
Jane Street
64
Jane Street
New York
$2.2M -$646K -12,009 -23%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.19M +$2.19M +40,731 New
EFL
66
ERn Financial LLC
Wisconsin
$2.16M +$2.16M +40,129 New
MML Investors Services
67
MML Investors Services
Massachusetts
$2.02M -$48.7K -905 -2%
UCFA
68
United Capital Financial Advisors
Texas
$2M +$151K +2,802 +8%
SFG
69
StrategIQ Financial Group
Indiana
$1.99M +$653K +12,127 +49%
VDFA
70
Vickerman & Driscoll Financial Advisors
Washington
$1.86M +$57.8K +1,074 +3%
I
71
INVST
Indiana
$1.81M -$9.97M -185,156 -85%
RJA
72
Raymond James & Associates
Florida
$1.74M +$831K +15,436 +92%
SFM
73
Signet Financial Management
New Jersey
$1.71M +$371K +6,890 +28%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.7M -$669K -12,437 -28%
APP
75
Avantax Planning Partners
Iowa
$1.64M -$76.1K -1,415 -4%
1 2
3
4 5