SLYV icon

SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

326 hedge funds and large institutions have $1.46B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 141 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+51
Holders Change %
+18.55%
% of All Funds
6.44%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.45%
New
64
Increased
141
Reduced
83
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
Virtue Capital Management
Tennessee
+$16.2M
2
NP
NorthRock Partners
Minnesota
+$15.1M
3
Bank of America
Bank of America
North Carolina
+$13.3M
4
Citigroup
Citigroup
New York
+$13.1M
5
JFA
Johanson Financial Advisors
California
+$8.75M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$320M
2
WIA
World Investment Advisors
California
-$6.42M
3
WP
WealthPLAN Partners
Nebraska
-$5.88M
4
PG
Pendal Group
Australia
-$4.58M
5
VFA
Voya Financial Advisors
Connecticut
-$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
151
Tobias Financial Advisors
Florida
$1.01M +$1.01M +15,392 New
CWP
152
Capital Wealth Planning
Florida
$1M -$56.8K -864 -5%
EE
153
EWG Elevate
California
$978K +$978K +14,883 New
BWM
154
Bernicke Wealth Management
Wisconsin
$953K -$2.76K -42 -0.3%
AAP
155
Arax Advisory Partners
Colorado
$953K +$45.9K +698 +5%
LWMM
156
Legacy Wealth Management (Mississippi)
Mississippi
$953K +$953K +14,500 New
SMFS
157
Squar Milner Financial Services
California
$930K +$275K +4,184 +42%
BPA
158
Beacon Pointe Advisors
California
$908K -$4.79K -73 -0.5%
EGA
159
E&G Advisors
Texas
$908K -$1.97K -30 -0.2%
OCM
160
One Capital Management
California
$894K -$173K -2,624 -16%
SIA
161
Starfire Investment Advisers
Michigan
$886K +$3.02K +46 +0.3%
WI
162
WrapManager Inc
California
$879K -$277K -4,219 -24%
CA
163
Calton & Associates
Florida
$853K +$396K +6,030 +87%
CG
164
Colony Group
Massachusetts
$844K – – –
OPA
165
Old Port Advisors
Maine
$844K +$18.2K +278 +2%
DI
166
Diligent Investors
California
$839K -$161K -2,442 -16%
PSUF
167
People's United Financial
Connecticut
$811K +$213K +3,235 +36%
V
168
Veritable
Delaware
$810K – – –
BAS
169
Brown Advisory Securities
Maryland
$796K +$485K +7,382 +156%
BCM
170
Brookstone Capital Management
Illinois
$786K +$520K +7,907 +195%
MHS
171
M Holdings Securities
Oregon
$772K -$2.37K -36 -0.3%
CCM
172
Carlson Capital Management
Minnesota
$765K +$66 +1 +0%
RFA
173
Reilly Financial Advisors
California
$749K +$3.02K +46 +0.4%
LA
174
LexAurum Advisors
Kansas
$729K -$8.94K -136 -1%
Creative Planning
175
Creative Planning
Kansas
$728K +$116K +1,765 +19%
5 6
7
8 9