SLYV icon

SPDR S&P 600 Small Cap Value ETF

371 hedge funds and large institutions have $2.35B invested in SPDR S&P 600 Small Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 156 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.53%
New
60
Increased
115
Reduced
156
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$4.19M -$458K -5,531 -10%
SC
102
Savant Capital
Illinois
$4.18M -$172K -2,094 -4%
JFA
103
JNBA Financial Advisors
Minnesota
$4.16M +$1.27M +15,502 +44%
AFS
104
Annapolis Financial Services
Maryland
$4.13M -$51.4K -627 -1%
MGIA
105
Moneta Group Investment Advisors
Missouri
$3.85M -$138K -1,685 -3%
NL
106
Navalign LLC
California
$3.67M +$3.67M +44,742 New
Goldman Sachs
107
Goldman Sachs
New York
$3.55M +$997K +12,154 +39%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$3.55M +$3.55M +43,060 New
GIA
109
Gladstone Institutional Advisory
Florida
$3.54M -$63.3K -772 -2%
BSW
110
Buckingham Strategic Wealth
Missouri
$3.53M -$54.7K -667 -2%
HA
111
Harborview Advisors
Maine
$3.48M -$402K -4,901 -10%
IAP
112
Indie Asset Partners
Indiana
$3.46M -$1.24M -15,100 -26%
Citadel Advisors
113
Citadel Advisors
Florida
$3.41M +$3.41M +41,567 New
RJA
114
Raymond James & Associates
Florida
$3.37M +$423K +5,158 +14%
ASN
115
Advisory Services Network
Georgia
$3.35M +$2.4M +29,293 +254%
CFO
116
Collective Family Office
Pennsylvania
$3.31M +$11.5K +140 +0.3%
WWM
117
Windsor Wealth Management
Indiana
$3.28M -$43.9K -535 -1%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$3.15M -$310K -3,783 -9%
NRI
119
NFP Retirement Inc
California
$3.14M +$3.14M +38,305 New
EFL
120
ERn Financial LLC
Wisconsin
$3.09M -$78K -951 -2%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$3.08M +$811K +9,893 +36%
PWMG
122
Prestige Wealth Management Group
New Jersey
$3.05M -$157K -1,913 -5%
FWI
123
Facet Wealth Inc
Maryland
$3M -$779K -9,496 -21%
MAM
124
Marotta Asset Management
Virginia
$2.94M +$62.1K +750 +2%
PFP
125
Pinnacle Financial Partners
Tennessee
$2.84M -$71 -1 -0%