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
WP
76
WealthSource Partners
California
$526K +$5.36K +84 +1%
LA
77
LexAurum Advisors
Kansas
$501K +$491K +7,696 New
IWM
78
IHT Wealth Management
Illinois
$478K +$468K +7,340 +5,319%
PEA
79
Pacific Edge Advisors
California
$449K +$455K +7,140 New
RFA
80
Reilly Financial Advisors
California
$439K +$191K +2,994 +75%
LWS
81
Lucia Wealth Services
California
$435K +$441K +6,924 New
CG
82
Colony Group
Massachusetts
$433K +$439K +6,882 New
AG
83
Advisor Group
Arizona
$426K +$179K +2,810 +71%
BAS
84
Brown Advisory Securities
Maryland
$417K +$422K +6,620 New
FWM
85
Frontier Wealth Management
Missouri
$405K -$72.7K -1,140 -15%
NL
86
NWAM LLC
Washington
$396K +$52.3K +820 +15%
MWM
87
Meridian Wealth Management
Kentucky
$379K – – –
Mariner
88
Mariner
Kansas
$366K +$371K +5,824 New
MA
89
Mutual Advisors
Nebraska
$322K +$327K +5,124 New
RIA
90
Regal Investment Advisors
Michigan
$321K +$13.6K +214 +4%
LFS
91
Legacy Financial Strategies
Kansas
$309K +$314K +4,922 New
SAM
92
Silvercrest Asset Management
New York
$308K -$5.1K -80 -2%
CCM
93
Canal Capital Management
Virginia
$296K – – –
VFA
94
Voya Financial Advisors
Connecticut
$282K – – –
FA
95
FDx Advisors
Illinois
$269K +$273K +4,276 New
V
96
Veritable
Delaware
$256K – – –
SFM
97
Signet Financial Management
New Jersey
$253K +$256K +4,016 New
CBB
98
Citizens Business Bank
California
$247K -$19.4K -304 -7%
BFM
99
Broadview Financial Management
Wisconsin
$244K +$248K +3,890 New
DP
100
Denver PWM
Colorado
$227K -$6.38K -100 -3%
2 3
4
5 6

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.