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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 %
VAS
151
Valicenti Advisory Services
New York
$376K -$2.21M -40,996 -85%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$368K -$334K -6,206 -48%
LFG
153
LifePlan Financial Group
Ohio
$361K +$57.5K +1,068 +19%
BPA
154
Beacon Pointe Advisors
California
$361K +$361K +6,709 New
IWM
155
IHT Wealth Management
Illinois
$360K -$1.27M -23,689 -78%
BWP
156
Bernardo Wealth Planning
Pennsylvania
$350K +$350K +6,504 New
PHAM
157
Palisades Hudson Asset Management
Florida
$344K +$344K +6,396 New
SCA
158
Snowden Capital Advisors
New York
$321K +$53.4K +992 +20%
EWA
159
EP Wealth Advisors
California
$318K +$118K +2,185 +59%
TA
160
TCG Advisors
Texas
$315K +$315K +5,862 New
PFA
161
Pure Financial Advisors
California
$313K +$58.5K +1,088 +23%
OAM
162
Occidental Asset Management
California
$311K +$30.4K +566 +11%
WIC
163
Whitegate Investment Counselors
New Hampshire
$306K +$306K +5,694 New
NFG
164
Next Financial Group
Texas
$296K +$295K +5,481 +54,810%
BAS
165
Brown Advisory Securities
Maryland
$294K -$21.8K -400 -7%
HB
166
Homrich & Berg
Georgia
$287K – – –
CA
167
Cetera Advisors
Colorado
$277K +$2.22K +41 +0.8%
SPIA
168
Steward Partners Investment Advisory
New York
$273K +$262K +4,865 +2,339%
S
169
Surevest
California
$271K +$271K +5,036 New
RIM
170
Redwood Investment Management
Arizona
$269K +$269K +4,997 New
AAS
171
Avantax Advisory Services
Texas
$256K +$256K +4,769 New
3C
172
361 Capital
Colorado
$234K -$27.6K -512 -11%
SMG
173
Smart Money Group
Texas
$231K +$24.5K +455 +12%
SPC
174
Sigma Planning Corp
Michigan
$231K +$49.8K +924 +27%
BCM
175
Brookstone Capital Management
Illinois
$216K – – –
5 6
7
8 9