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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 %
Betterment LLC
76
Betterment LLC
New York
$1.57M +$1.57M +29,116 New
Principal Financial Group
77
Principal Financial Group
Iowa
$1.48M +$1.48M +27,572 New
AG
78
Advisor Group
Arizona
$1.46M +$539K +10,002 +59%
PA
79
Pinnacle Associates
New York
$1.44M +$1.27M +23,515 +744%
PWMAG
80
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$1.27M +23,515 +766%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$1.39M +$1.39M +25,911 New
PP
82
PDS Planning
Ohio
$1.34M +$33.5K +622 +3%
ACM
83
AlphaStar Capital Management
North Carolina
$1.33M -$1.46M -27,176 -52%
IA
84
IFP Advisors
Florida
$1.3M +$196K +3,651 +18%
SB
85
Suntrust Banks
Georgia
$1.25M +$146K +2,719 +13%
CNBT
86
Canandaigua National Bank & Trust
New York
$1.24M +$534K +9,919 +76%
FIM
87
Frontier Investment Management
Texas
$1.17M +$642K +11,924 +122%
LFS
88
Lutz Financial Services
Nebraska
$1.13M +$1.13M +21,033 New
SWM
89
SeaCrest Wealth Management
New York
$1.12M +$24K +445 +2%
AssetMark Inc
90
AssetMark Inc
California
$1.1M -$290K -5,392 -21%
CFGF
91
Compass Financial Group (Florida)
Florida
$1.04M +$1.04M +19,273 New
CG
92
Colony Group
Massachusetts
$1.03M +$698K +12,964 +210%
BSW
93
Buckingham Strategic Wealth
Missouri
$1.01M +$1.01M +18,804 New
GP
94
Girard Partners
Pennsylvania
$1.01M +$166K +3,080 +20%
JC
95
Jentner Corp
Ohio
$968K +$366K +6,800 +61%
CPO
96
Cerity Partners OCIO
New York
$950K +$950K +17,646 New
AWM
97
Avior Wealth Management
Nebraska
$936K +$498K +9,260 +114%
EGA
98
E&G Advisors
Texas
$931K -$14.4K -268 -2%
AB
99
Atlas Brown
Kentucky
$887K +$646 +12 +0.1%
OCM
100
One Capital Management
California
$865K -$149K -2,773 -15%
2 3
4
5 6