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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

191 hedge funds and large institutions have $653M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+14
Holders Change %
+7.91%
% of All Funds
4.38%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
30
Increased
84
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
+$18.4M
2
PP
Palladium Partners
Virginia
+$13.1M
3
I
INVST
Indiana
+$7.93M
4
EK
Evensky & Katz
Florida
+$6.83M
5
Wells Fargo
Wells Fargo
California
+$6.61M

Top Sellers

1
BFG
Barber Financial Group
Kansas
-$16.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.18M
3
TRCT
Tower Research Capital (TRC)
New York
-$5.2M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$4.64M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
151
Northwest Wealth Management
Iowa
$72K +$38.6K +577 +115%
PRS
152
Pinkerton Retirement Specialists
Idaho
$70K -$3M -44,928 -98%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$65K -$27.9K -420 -30%
Citigroup
154
Citigroup
New York
$65K +$10.1K +150 +18%
LNB
155
Ledyard National Bank
$55K +$55K +820 New
KPCM
156
Kings Point Capital Management
New York
$50K – – –
William Blair & Company
157
William Blair & Company
Illinois
$46K -$667 -10 -1%
PFA
158
Pathway Financial Advisors
Vermont
$45K -$666 -10 -1%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$40K +$67 +1 +0.2%
MCM
160
Mainstay Capital Management
Michigan
$40K +$40K +600 New
DWM
161
Destination Wealth Management
California
$37K – – –
CFA
162
Carroll Financial Associates
North Carolina
$33K – – –
SFSIG
163
San Francisco Sentry Investment Group
California
$31K – – –
FGAM
164
Financial Gravity Asset Management
Texas
$29K +$3.42K +50 +13%
SWA
165
Sutton Wealth Advisors
Florida
$20.4K – – –
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$20K -$6.67K -100 -25%
CCM
167
Covington Capital Management
California
$20K +$20K +306 New
JA
168
JOYN Advisors
Georgia
$19K +$19K +282 New
SPIA
169
Steward Partners Investment Advisory
New York
$14K – – –
OIA
170
OneDigital Investment Advisors
Kansas
$13K +$5.24K +81 +68%
S
171
SignatureFD
Georgia
$12K – – –
DSC
172
Duncker Streett & Co
Missouri
$12K +$12K +178 New
SEI Investments
173
SEI Investments
Pennsylvania
$11K +$11K +154 New
SA
174
SRH Advisors
Kansas
$9K +$66 +1 +0.7%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +140 New
5 6
7
8 9