We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

300 hedge funds and large institutions have $1.06B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

8% more capital invested

Capital invested by funds: $981M → $1.06B (+$80.7M)

3% more funds holding

Funds holding: 290300 (+10)

1% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 111

4.02% less ownership

Funds ownership: 59.56%55.53% (-4%)

Holders
300
Holders Change
+10
Holders Change %
+3.45%
% of All Funds
6.15%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.47%
New
39
Increased
112
Reduced
111
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Laidlaw Wealth Management
New York
$1.99M -$1.79K -39 -0.1%
PFPT
102
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.96M +$1.56K +34 +0.1%
FIM
103
Freedom Investment Management
Connecticut
$1.93M -$540K -11,796 -23%
PSF
104
Pacific Sun Financial
California
$1.91M -$42.8K -935 -2%
GA
105
GFS Advisors
Texas
$1.86M +$39.1K +853 +2%
EFL
106
ERn Financial LLC
Wisconsin
$1.85M +$18.2K +397 +1%
WWM
107
Windsor Wealth Management
Indiana
$1.78M +$689K +15,046 +71%
Truist Financial
108
Truist Financial
North Carolina
$1.75M +$85.3K +1,863 +6%
CCMG
109
Clark Capital Management Group
Pennsylvania
$1.73M +$397K +8,665 +33%
MAM
110
Marquette Asset Management
Minnesota
$1.69M +$754K +16,468 +92%
MSWMA
111
Market Street Wealth Management Advisors
Indiana
$1.68M
RJFSA
112
Raymond James Financial Services Advisors
Florida
$1.68M -$140K -3,049 -8%
AAP
113
Arax Advisory Partners
Colorado
$1.62M +$296K +6,459 +24%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$1.58M +$278K +6,076 +23%
IA
115
IFP Advisors
Florida
$1.57M -$562K -12,278 -27%
SBH
116
Segall Bryant & Hamill
Illinois
$1.51M -$55.7K -1,216 -4%
EE
117
EWG Elevate
California
$1.48M +$44.7K +975 +3%
RJA
118
Raymond James & Associates
Florida
$1.41M +$88.5K +1,933 +7%
Citadel Advisors
119
Citadel Advisors
Florida
$1.39M +$591K +12,909 +84%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$1.32M -$922K -20,134 -43%
V
121
Veritable
Delaware
$1.28M +$104K +2,280 +10%
SWA
122
Stratos Wealth Advisors
Ohio
$1.24M +$329K +7,177 +40%
EWA
123
EP Wealth Advisors
California
$1.23M -$269K -5,880 -19%
AFAS
124
Acorn Financial Advisory Services
Virginia
$1.16M +$4.31K +94 +0.4%
TIM
125
Tortoise Investment Management
New York
$1.16M +$128K +2,800 +14%