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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$5.21M +$4.93M +74,392 +1,724%
WFPG
77
Waller Financial Planning Group
Ohio
$5.15M -$780K -11,788 -13%
NL
78
NWAM LLC
Washington
$4.91M -$107K -1,619 -2%
KFI
79
Key Financial Inc
Pennsylvania
$4.7M +$581K +8,774 +14%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$4.68M +$2.86M +43,191 +157%
FNT
81
First National Trust
Pennsylvania
$4.47M -$23.6K -357 -0.5%
TWP
82
Total Wealth Planning
Ohio
$4.26M -$783K -11,824 -16%
LL
83
LPWM LLC
Minnesota
$4.24M -$143K -2,167 -3%
CFA
84
Cahill Financial Advisors
Minnesota
$4.16M +$201K +3,031 +5%
MMA
85
Miracle Mile Advisors
California
$4.04M -$473K -7,145 -10%
MWM
86
Modera Wealth Management
New Jersey
$4.02M -$126K -1,904 -3%
OMC
87
Old Mission Capital
Illinois
$3.92M +$3.92M +59,222 New
CIBC World Market
88
CIBC World Market
Ontario, Canada
$3.92M +$3.92M +59,160 New
PHAM
89
Palisades Hudson Asset Management
Florida
$3.88M -$25.6K -387 -0.7%
IAP
90
Indie Asset Partners
Indiana
$3.79M -$91.7K -1,385 -2%
KWM
91
Kingsview Wealth Management
Oregon
$3.71M -$494K -7,463 -12%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.57M +$3.57M +53,959 New
WFA
93
Wellspring Financial Advisors
Ohio
$3.54M -$486K -7,344 -12%
SC
94
Savant Capital
Illinois
$3.51M -$145K -2,189 -4%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$3.49M -$133K -2,004 -4%
RIA
96
Regal Investment Advisors
Michigan
$3.42M +$3.42M +51,690 New
CWA
97
Clarus Wealth Advisors
Arizona
$3.42M -$32.6K -459 -0.9%
AFS
98
Annapolis Financial Services
Maryland
$3.38M +$3.38M +51,005 New
MGIA
99
Moneta Group Investment Advisors
Missouri
$3.22M +$29.5K +445 +0.9%
EE
100
EWG Elevate
California
$3.19M +$1.23M +18,515 +62%
2 3
4
5 6