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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 %
HighTower Advisors
151
HighTower Advisors
Illinois
$528K -$14.4M -362,956 -96%
PCIA
152
Prime Capital Investment Advisors
Kansas
$505K -$856K -20,941 -63%
BWM
153
Bernicke Wealth Management
Wisconsin
$505K -$87.1K -2,133 -15%
SIA
154
Starfire Investment Advisers
Michigan
$494K -$57.3K -1,403 -10%
CCM
155
Carlson Capital Management
Minnesota
$493K -$2.55K -60 -0.5%
CMP
156
Courage Miller Partners
Virginia
$491K +$44.8K +1,097 +10%
WI
157
WrapManager Inc
California
$481K -$65.1K -1,594 -12%
B
158
Bailard
California
$479K +$479K +11,721 New
SAM
159
Shone Asset Management
California
$469K +$469K +10,261 New
FWM
160
Foresight Wealth Management
Utah
$467K +$40.7K +995 +10%
SMFS
161
Squar Milner Financial Services
California
$453K -$125K -3,067 -22%
LNC
162
Lincoln National Corp
Pennsylvania
$453K +$97.3K +2,381 +27%
EH
163
Equitable Holdings
New York
$445K +$112K +2,743 +34%
BAS
164
Brown Advisory Securities
Maryland
$444K -$39.6K -994 -8%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$442K -$2.39M – –
RFA
166
Reilly Financial Advisors
California
$439K -$27.2K -665 -6%
HFS
167
Howard Financial Services
Texas
$431K -$690K -16,862 -62%
WFA
168
Wellspring Financial Advisors
Ohio
$429K +$429K +10,494 New
PP
169
PDS Planning
Ohio
$418K -$658K -16,105 -61%
OPA
170
Old Port Advisors
Maine
$403K -$123K -3,006 -23%
OCM
171
One Capital Management
California
$400K -$155K -3,800 -28%
IWM
172
IHT Wealth Management
Illinois
$388K +$242K +5,918 +166%
AIC
173
Ameritas Investment Company
Nebraska
$384K +$15.2K +373 +4%
MWPCG
174
Measured Wealth Private Client Group
New Hampshire
$377K -$17.9K -437 -5%
Principal Financial Group
175
Principal Financial Group
Iowa
$361K +$64.2K +1,571 +22%
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