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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 %
PC
101
Palo Capital
California
$864K -$10.9K -203 -1%
SS
102
Simplicity Solutions
Minnesota
$860K +$860K +15,971 New
DI
103
Diligent Investors
California
$833K -$37.2K -692 -4%
BWM
104
Bernicke Wealth Management
Wisconsin
$823K -$4.36K -81 -0.5%
PP
105
PrairieView Partners
Minnesota
$817K +$137K +2,538 +20%
JWM
106
JFG Wealth Management
Colorado
$817K +$817K +15,188 New
WI
107
WrapManager Inc
California
$782K +$19.9K +370 +3%
V
108
Veritable
Delaware
$778K +$559K +10,381 +255%
SMFS
109
Squar Milner Financial Services
California
$755K – – –
AIS
110
American Investment Services
Massachusetts
$752K +$752K +13,965 New
WCM
111
Weatherstone Capital Management
Colorado
$746K +$746K +10,924 New
BC
112
Burney Company
Virginia
$732K +$328K +6,094 +81%
OPA
113
Old Port Advisors
Maine
$729K +$729K +12,433 New
CPIG
114
Chicago Partners Investment Group
Illinois
$718K +$713K +12,334 +14,177%
SIA
115
Starfire Investment Advisers
Michigan
$703K -$384K -7,138 -35%
PH
116
Pinnacle Holdings
Oklahoma
$678K +$119K +2,220 +21%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$671K -$11K -205 -2%
BAM
118
Belpointe Asset Management
Nevada
$655K -$49.2K -914 -7%
AAP
119
Arax Advisory Partners
Colorado
$636K +$182K +3,389 +40%
SAM
120
Silvercrest Asset Management
New York
$628K +$364K +6,760 +138%
NL
121
NWAM LLC
Washington
$627K +$125K +2,322 +25%
SWA
122
Stratos Wealth Advisors
Ohio
$621K +$621K +11,544 New
AF
123
Advisornet Financial
Minnesota
$617K +$251K +4,657 +68%
PWMG
124
Prestige Wealth Management Group
New Jersey
$611K +$611K +11,356 New
CCM
125
Carlson Capital Management
Minnesota
$610K – – –
3 4
5
6 7