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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

289 hedge funds and large institutions have $981M invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-37
Holders Change %
-11.35%
% of All Funds
6.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
34
Increased
123
Reduced
99
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$42.6M
2
EK
Evensky & Katz
Florida
+$16.3M
3
Betterment LLC
Betterment LLC
New York
+$15.6M
4
Stifel Financial
Stifel Financial
Missouri
+$11.3M
5
EWA
ERTS Wealth Advisors
Michigan
+$9.21M

Top Sellers

1
FFA
Fragasso Financial Advisors
Pennsylvania
-$31.3M
2
JFA
Johanson Financial Advisors
California
-$23.4M
3
VCM
Virtue Capital Management
Tennessee
-$16.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$14.4M
5
Bank of America
Bank of America
North Carolina
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$3.66M +$478K +11,706 +15%
SL
52
Salomon & Ludwin
Virginia
$3.45M +$3.42M +83,703 +11,435%
PCM
53
Perritt Capital Management
Illinois
$3.42M +$3.42M +83,569 New
I
54
INVST
Indiana
$3.36M +$352K +9,257 +12%
FIM
55
Freedom Investment Management
Connecticut
$3.2M -$51K -813 -2%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$3.2M +$3.04M +74,441 +1,980%
CIM
57
Confluence Investment Management
Missouri
$3.19M +$3.19M +78,076 New
LJAC
58
L.J. Altfest & Co
New York
$3.13M -$283K -6,931 -8%
LL
59
LPWM LLC
Minnesota
$3.08M +$569K +13,935 +23%
BOPW
60
Brandywine Oak Private Wealth
Pennsylvania
$3.08M +$3.08M +75,401 New
PAG
61
Private Advisor Group
New Jersey
$3.01M +$2.74M +66,993 +1,006%
SFM
62
Signet Financial Management
New Jersey
$2.96M +$604K +13,997 +26%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.93M -$58.7K -1,438 -2%
Mariner
64
Mariner
Kansas
$2.86M -$349K -8,554 -11%
SEIA
65
Signature Estate & Investment Advisors
California
$2.85M +$260K +6,365 +10%
PSUF
66
People's United Financial
Connecticut
$2.78M +$2.28M +55,730 +452%
GIA
67
Gladstone Institutional Advisory
Florida
$2.74M +$663K +16,221 +32%
PA
68
Probity Advisors
Texas
$2.61M +$374K +9,148 +17%
CTC
69
Central Trust Company
Missouri
$2.51M +$607K +14,860 +32%
KFI
70
Key Financial Inc
Pennsylvania
$2.51M +$2.51M +61,414 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$2.49M +$2.49M +60,919 New
SC
72
Savant Capital
Illinois
$2.43M -$42.5K -1,039 -2%
LFS
73
Lutz Financial Services
Nebraska
$2.38M -$814K -19,928 -25%
TWP
74
Total Wealth Planning
Ohio
$2.34M -$515K -12,609 -18%
KWM
75
Kingsview Wealth Management
Oregon
$2.33M +$538K +13,157 +30%
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