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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

333 hedge funds and large institutions have $1.63B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+36
Holders Change %
+12.12%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.46%
New
62
Increased
118
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
$18M
2
LPL Financial
LPL Financial
California
$44.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$14.4M
4
CWM
Connecticut Wealth Management
Connecticut
$8.87M
5
FSWA
Financial Synergies Wealth Advisors
Texas
$9.85M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
Betterment LLC
New York
$13.4M
3
RIM
Redwood Investment Management
Arizona
$19.9M
4
TI
tru Independence
Oregon
$0
5
FPIS
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
$2.06M +$1.62M +24,445 +364%
BFG
127
Berger Financial Group
Minnesota
$1.93M +$1.93M +29,153 New
MSWMA
128
Market Street Wealth Management Advisors
Indiana
$1.84M -$36.9K -558 -2%
SBH
129
Segall Bryant & Hamill
Illinois
$1.83M -$38K -574 -2%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$1.83M -$663K -10,011 -27%
TIM
131
Tortoise Investment Management
New York
$1.75M +$107K +1,621 +7%
CI
132
Cavalier Investments
Georgia
$1.61M +$1.61M +24,375 New
V
133
Veritable
Delaware
$1.59M – – –
CA
134
CGN Advisors
Kansas
$1.58M +$1.58M +23,907 New
AFAS
135
Acorn Financial Advisory Services
Virginia
$1.56M – – –
MWM
136
Marietta Wealth Management
Georgia
$1.53M +$13.1K +198 +0.9%
EA
137
Eclectic Associates
California
$1.53M +$1.53M +23,107 New
MA
138
Mutual Advisors
Nebraska
$1.51M -$14.2K -215 -0.9%
FWM
139
Foresight Wealth Management
Utah
$1.5M -$23.9K -361 -2%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$1.49M +$42.2K +638 +3%
IA
141
IFP Advisors
Florida
$1.45M +$267K +4,032 +23%
GVAG
142
Great Valley Advisor Group
Delaware
$1.39M +$40.2K +607 +3%
CCMG
143
Clark Capital Management Group
Pennsylvania
$1.38M +$228K +3,437 +20%
GP
144
Girard Partners
Pennsylvania
$1.38M -$195K -2,951 -12%
PCIA
145
Prime Capital Investment Advisors
Kansas
$1.35M +$1.27M +19,186 +1,599%
EWA
146
EP Wealth Advisors
California
$1.31M -$41.6K -629 -3%
AIS
147
American Investment Services
Massachusetts
$1.29M -$101K -1,520 -7%
CA
148
Calton & Associates
Florida
$1.27M +$73.3K +1,107 +6%
Creative Planning
149
Creative Planning
Kansas
$1.26M -$2.85K -43 -0.2%
MWPCG
150
Measured Wealth Private Client Group
New Hampshire
$1.25M +$35.7K +540 +3%
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6
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