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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

333 hedge funds and large institutions have $1.63B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+36
Holders Change %
+12.12%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.46%
New
62
Increased
118
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$18M
2
LPL Financial
2
LPL Financial
California
$44.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
CWM
4
Connecticut Wealth Management
Connecticut
$8.87M
5
FSWA
5
Financial Synergies Wealth Advisors
Texas
$9.85M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
2
Betterment LLC
New York
$13.4M
3
RIM
3
Redwood Investment Management
Arizona
$19.9M
4
TI
4
tru Independence
Oregon
$0
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
51
Triangle Securities Wealth Management
North Carolina
$8.4M -$74.7K -1,129 -0.9%
OCG
52
Opus Capital Group
Ohio
$8.18M +$82.5K +1,246 +1%
PAG
53
Private Advisor Group
New Jersey
$8.16M +$2.15M +32,528 +36%
PSUF
54
People's United Financial
Connecticut
$8.07M -$685K -10,345 -8%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$7.93M +$3.15M +47,656 +66%
SW
56
Signify Wealth
Missouri
$7.9M +$7.9M +119,400 New
NWM
57
Northwest Wealth Management
Iowa
$7.71M -$50.2K -759 -0.6%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$7.54M -$1.06M -15,992 -12%
Truist Financial
59
Truist Financial
North Carolina
$7.3M +$4.23M +63,844 +138%
FSG
60
Financial Strategies Group
Michigan
$7.05M +$315K +4,760 +5%
RIM
61
Rockbridge Investment Management
New York
$7.02M +$301K +4,541 +4%
RG
62
Retirement Group
California
$6.98M +$356K +5,367 +5%
LFG
63
Larson Financial Group
Missouri
$6.78M -$1.42M -21,435 -17%
BC
64
Burney Company
Virginia
$6.23M +$89.6K +1,354 +1%
MG
65
Mather Group
Illinois
$6.1M -$126K -1,908 -2%
FFN
66
Focus Financial Network
Minnesota
$5.87M +$185K +2,801 +3%
MML Investors Services
67
MML Investors Services
Massachusetts
$5.79M +$819K +12,372 +16%
TWM
68
Tradition Wealth Management
Minnesota
$5.71M +$5.71M +86,224 New
SFM
69
Signet Financial Management
New Jersey
$5.68M +$148K +2,234 +3%
PCM
70
Perritt Capital Management
Illinois
$5.6M +$257K +3,882 +5%
MIS
71
Morningstar Investment Services
Illinois
$5.58M -$38.9K -588 -0.7%
SFG
72
StrategIQ Financial Group
Indiana
$5.38M -$212K -3,200 -4%
SL
73
Salomon & Ludwin
Virginia
$5.33M -$11.3K -171 -0.2%
RWM
74
Ritholtz Wealth Management
New York
$5.33M +$381K +5,762 +8%
SEIA
75
Signature Estate & Investment Advisors
California
$5.25M -$137K -2,063 -3%
1 2
3
4 5