We are live on ! Find out more
SLYV icon

State Street SPDR S&P 600 Small Cap Value ETF

160 hedge funds and large institutions have $497M invested in State Street SPDR S&P 600 Small Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 14

127% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 26

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

32% more funds holding

Funds holding: 121160 (+39)

22% more capital invested

Capital invested by funds: $406M → $497M (+$90.6M)

5.04% more ownership

Funds ownership: 87.35%92.39% (+5%)

Holders
160
Holders Change
+39
Holders Change %
+32.23%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
53
Increased
59
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
126
Capital Directions Investment Advisors
Georgia
$50K +$1.27K +20 +3%
KPCM
127
Kings Point Capital Management
New York
$47K
FA
128
Fortis Advisors
Pennsylvania
$41K +$12.6K +198 +43%
HDIM
129
Hanson & Doremus Investment Management
Vermont
$37K -$3.44K -54 -8%
Citigroup
130
Citigroup
New York
$35K +$6.38K +100 +22%
CFA
131
Carroll Financial Associates
North Carolina
$31K
SFSIG
132
San Francisco Sentry Investment Group
California
$30K +$30K +470 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$25K
MGIA
134
Moneta Group Investment Advisors
Missouri
$24K +$24.2K +380 New
SPIA
135
Steward Partners Investment Advisory
New York
$23K +$23.6K +370 New
SWA
136
Sutton Wealth Advisors
Florida
$19.2K
CPIG
137
Chicago Partners Investment Group
Illinois
$19K +$19.5K +306 New
FGC
138
Financial Gravity Companies
Texas
$10K +$10.5K +164 New
TAIM
139
TD Ameritrade Investment Management
Nebraska
$9K -$5.87K -92 -40%
TCM
140
Tradewinds Capital Management
Washington
$9K -$1.27K -20 -12%
SA
141
SRH Advisors
Kansas
$9K +$255 +4 +3%
VCM
142
Virtue Capital Management
Tennessee
$9K +$9.18K +144 New
IF
143
Ironwood Financial
Arizona
$7K
VFA
144
Valeo Financial Advisors
Indiana
$6K +$5.87K +92 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$5K -$30.9K -484 -86%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4K -$383 -6 -9%
BWM
147
Baystate Wealth Management
Massachusetts
$4K
BlackRock
148
BlackRock
New York
$4K
W
149
WealthShield
North Carolina
$4K +$3.7K +58 New
WP
150
WealthShield Partners
North Carolina
$4K +$3.7K +58 New

SLYV Hedge Fund Activity: Q4 2017 in Review

160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2017, worth a combined $497M — up 22% from $406M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SLYV positions and 14 closed out — a net gain of 39 holders — while 59 added to existing stakes and 26 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $13.7M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $5.01M sold.

  • 160 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $497M of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 53 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2017 and 14 closed out, a net change of +39 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2017 was Advisory Alpha, an estimated $13.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2017 was Two Sigma Securities, an estimated $5.01M sold.

Based on aggregated 13F filings for Q4 2017.