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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

289 hedge funds and large institutions have $981M invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-37
Holders Change %
-11.35%
% of All Funds
6.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
34
Increased
123
Reduced
99
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$42.6M
2
EK
Evensky & Katz
Florida
+$16.3M
3
Betterment LLC
Betterment LLC
New York
+$15.6M
4
Stifel Financial
Stifel Financial
Missouri
+$11.3M
5
EWA
ERTS Wealth Advisors
Michigan
+$9.21M

Top Sellers

1
FFA
Fragasso Financial Advisors
Pennsylvania
-$31.3M
2
JFA
Johanson Financial Advisors
California
-$23.4M
3
VCM
Virtue Capital Management
Tennessee
-$16.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$14.4M
5
Bank of America
Bank of America
North Carolina
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$836K +$55.1K +1,348 +7%
APP
127
Avantax Planning Partners
Iowa
$767K +$38.7K +947 +5%
SWA
128
Stratos Wealth Advisors
Ohio
$736K -$1M -24,501 -58%
MAM
129
Marquette Asset Management
Minnesota
$733K +$11.4K +279 +2%
FIM
130
Frontier Investment Management
Texas
$719K +$45.2K +1,107 +7%
AB
131
Atlas Brown
Kentucky
$693K +$7.93K +194 +1%
SCM
132
Southport Capital Management
Tennessee
$680K -$29.7K -727 -4%
CPIG
133
Chicago Partners Investment Group
Illinois
$677K -$35.4K -824 -5%
WA
134
Wambolt & Associates
Colorado
$675K -$7.77K -190 -1%
PA
135
Pinnacle Associates
New York
$672K -$356K -8,720 -35%
LFG
136
LifePlan Financial Group
Ohio
$663K -$55.7K -1,364 -8%
TFA
137
Tobias Financial Advisors
Florida
$660K +$31.1K +760 +5%
BA
138
Ballast Advisors
Minnesota
$659K -$22K -538 -3%
RDWM
139
Red Door Wealth Management
Tennessee
$657K -$506K -12,391 -44%
CWP
140
Capital Wealth Planning
Florida
$647K +$25.2K +616 +4%
PWMAG
141
Pinnacle Wealth Management Advisory Group
New Jersey
$646K -$376K -9,185 -37%
DI
142
Diligent Investors
California
$637K +$115K +2,820 +22%
Citadel Advisors
143
Citadel Advisors
Florida
$629K -$334K -8,187 -35%
JC
144
Jentner Corp
Ohio
$618K -$106K -2,594 -15%
SWAG
145
Spectrum Wealth Advisory Group
California
$607K +$607K +14,818 New
SWM
146
SeaCrest Wealth Management
New York
$595K -$185K -4,536 -24%
LWS
147
Lucia Wealth Services
California
$594K +$594K +14,536 New
TYCC
148
Texas Yale Capital Corp
Florida
$550K +$550K +13,452 New
LA
149
LexAurum Advisors
Kansas
$542K +$88.4K +2,161 +19%
BPA
150
Beacon Pointe Advisors
California
$529K -$35.4K -868 -6%
4 5
6
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