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

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
2
Betterment LLC
New York
$13.4M
3
RIM
3
Redwood Investment Management
Arizona
$19.9M
4
TI
4
tru Independence
Oregon
$0
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
151
Cornercap Investment Counsel
Georgia
$1.21M -$949K -14,431 -44%
GA
152
GFS Advisors
Texas
$1.12M -$3.11K -47 -0.3%
IWA
153
Inspirion Wealth Advisors
Illinois
$1.12M – – –
APC
154
Asset Planning Corporation
Tennessee
$1.11M +$1.11M +16,811 New
MCWS
155
McKinley Carter Wealth Services
West Virginia
$1.08M +$1.08M +16,249 New
DI
156
Diligent Investors
California
$1.07M +$4.9K +74 +0.5%
CPIG
157
Chicago Partners Investment Group
Illinois
$1.03M +$62K +851 +6%
GWM
158
Geneos Wealth Management
Colorado
$1M +$940K +114,888 +1,529%
AB
159
Atlas Brown
Kentucky
$1M -$12K -182 -1%
SWM
160
SeaCrest Wealth Management
New York
$983K +$2.58K +39 +0.3%
JC
161
Jentner Corp
Ohio
$977K -$4.1K -62 -0.4%
PP
162
Prudential plc
United Kingdom
$949K +$476K +7,200 +101%
WA
163
Wambolt & Associates
Colorado
$943K -$20K -302 -2%
5L
164
55I LLC
Massachusetts
$940K +$163K +2,465 +21%
VFA
165
Voya Financial Advisors
Connecticut
$907K +$907K +13,725 New
CFG
166
CMC Financial Group
Georgia
$874K +$874K +13,205 New
FAN
167
Financial Advisors Network
California
$851K +$1.79K +27 +0.2%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$841K -$241K -3,647 -22%
CCM
169
Carlson Capital Management
Minnesota
$818K +$71 +1 +0%
LJAC
170
L.J. Altfest & Co
New York
$789K +$133K +2,008 +20%
MAM
171
Marquette Asset Management
Minnesota
$773K -$896K -13,531 -54%
CMP
172
Courage Miller Partners
Virginia
$772K -$125K -1,894 -14%
ASN
173
Advisory Services Network
Georgia
$762K -$350K -5,295 -32%
VWA
174
Visionary Wealth Advisors
Illinois
$747K +$102K +1,546 +16%
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$739K -$557K – –
5 6
7
8 9