SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

326 hedge funds and large institutions have $1.46B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 141 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+51
Holders Change %
+18.55%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.45%
New
64
Increased
141
Reduced
83
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
+$16.2M
2
NP
NorthRock Partners
Minnesota
+$15.1M
3
Bank of America
Bank of America
North Carolina
+$13.3M
4
Citigroup
Citigroup
New York
+$13.1M
5
JFA
Johanson Financial Advisors
California
+$8.75M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$320M
2
WIA
World Investment Advisors
California
-$6.42M
3
WP
WealthPLAN Partners
Nebraska
-$5.88M
4
PG
Pendal Group
Australia
-$4.58M
5
VFA
Voya Financial Advisors
Connecticut
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$5.12M -$40.7K -619 -0.8%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.81M +$565K +8,599 +13%
Truist Financial
53
Truist Financial
North Carolina
$4.75M +$4.75M +72,350 New
FSG
54
Financial Strategies Group
Michigan
$4.64M +$4.64M +70,574 New
TWP
55
Total Wealth Planning
Ohio
$4.59M +$39.9K +608 +0.9%
MIS
56
Morningstar Investment Services
Illinois
$4.53M +$4.53M +68,935 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$4.51M -$493K -7,688 -10%
BWA
58
BlueSky Wealth Advisors
North Carolina
$4.37M +$177K +2,725 +4%
Betterment LLC
59
Betterment LLC
New York
$4.36M -$473K -7,193 -10%
TSWM
60
Triangle Securities Wealth Management
North Carolina
$4.33M +$111K +1,689 +3%
SBH
61
Segall Bryant & Hamill
Illinois
$4.19M -$218K -3,312 -5%
SEIA
62
Signature Estate & Investment Advisors
California
$4.16M +$89.8K +1,366 +2%
Goldman Sachs
63
Goldman Sachs
New York
$4.12M +$13.7K +208 +0.3%
LL
64
LPWM LLC
Minnesota
$4.04M +$4.04M +61,512 New
SC
65
Savant Capital
Illinois
$3.98M -$1.61M -24,512 -29%
SFG
66
StrategIQ Financial Group
Indiana
$3.94M +$849K +12,926 +28%
CA
67
Centerpoint Advisors
Massachusetts
$3.93M – – –
PA
68
Probity Advisors
Texas
$3.6M +$29K +441 +0.8%
SFM
69
Signet Financial Management
New Jersey
$3.59M +$125K +1,907 +4%
HA
70
Harborview Advisors
Maine
$3.57M -$152K -2,314 -4%
OCG
71
Opus Capital Group
Ohio
$3.5M +$110K +1,680 +3%
FIM
72
Freedom Investment Management
Connecticut
$3.41M -$136K -2,077 -4%
IDA
73
Intelligence Driven Advisers
California
$3.37M +$143K +2,177 +4%
GIA
74
Gladstone Institutional Advisory
Florida
$3.34M +$56.9K +866 +2%
VDFA
75
Vickerman & Driscoll Financial Advisors
Washington
$3.33M +$532K +8,103 +19%
1 2
3
4 5