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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 %
RFA
126
Reilly Financial Advisors
California
$604K +$61K +1,133 +11%
CAM
127
Concorde Asset Management
Michigan
$594K +$130K +2,417 +28%
MHS
128
M Holdings Securities
Oregon
$588K -$105K -1,953 -15%
WP
129
WealthSource Partners
California
$585K -$60.8K -1,130 -9%
GWA
130
Guidant Wealth Advisors
Illinois
$581K +$581K +10,799 New
WA
131
Wambolt & Associates
Colorado
$569K +$569K +10,569 New
CMP
132
Courage Miller Partners
Virginia
$564K +$42.2K +786 +8%
AIC
133
Ameritas Investment Company
Nebraska
$563K +$563K +10,454 New
LCM
134
Leisure Capital Management
California
$560K +$560K +10,408 New
MA
135
Mutual Advisors
Nebraska
$538K +$328K +6,092 +156%
AWA
136
Acorn Wealth Advisors
Michigan
$528K +$218K +3,794 +70%
MAM
137
Marquette Asset Management
Minnesota
$525K -$40.3K -749 -7%
PSUF
138
People's United Financial
Connecticut
$525K +$12.7K +236 +2%
Renaissance Technologies
139
Renaissance Technologies
New York
$490K +$490K +9,100 New
QCM
140
Quest Capital Management
Texas
$486K +$486K +9,032 New
PP
141
Prudential plc
United Kingdom
$479K +$291K +5,400 +154%
JFA
142
Johanson Financial Advisors
California
$463K +$99.6K +1,847 +27%
ACG
143
Allen Capital Group
Nebraska
$462K -$189K -3,168 -29%
FWM
144
Frontier Wealth Management
Missouri
$452K -$28K -520 -6%
DAS
145
Dynamic Advisor Solutions
Arizona
$447K +$123K +2,072 +38%
GWM
146
Geneos Wealth Management
Colorado
$439K +$48.8K +911 +13%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$425K -$670K -12,440 -61%
LA
148
LexAurum Advisors
Kansas
$416K +$29.9K +557 +8%
S
149
SignatureFD
Georgia
$395K +$385K +7,162 +3,979%
FWM
150
Foresight Wealth Management
Utah
$393K +$393K +7,296 New
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6
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