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State Street SPDR S&P 600 Small Cap Value ETF

334 hedge funds and large institutions have $1.63B invested in State Street SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $1.11B → $1.63B (+$522M)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

12% more funds holding

Funds holding: 298334 (+36)

2.63% more ownership

Funds ownership: 56.2%58.83% (+2.6%)

3% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 115

Holders
334
Holders Change
+36
Holders Change %
+12.08%
% 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
119
Reduced
115
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Bailard
California
$734K
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$724K +$195K +3,274 +43%
FA
178
Faithward Advisors
Pennsylvania
$723K -$25.8K -434 -4%
RDWM
179
Red Door Wealth Management
Tennessee
$715K -$81.1K -1,365 -11%
OAM
180
Occidental Asset Management
California
$713K +$158K +2,660 +33%
BAS
181
Brown Advisory Securities
Maryland
$702K +$238 +4 +0%
CWM
182
Cornerstone Wealth Management
Missouri
$687K +$371K +6,237 +151%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$685K +$615K +10,348 New
Northern Trust
184
Northern Trust
Illinois
$680K +$610K +10,271 New
CF
185
Centaurus Financial
California
$666K +$37.5K +631 +7%
WPWM
186
Windward Private Wealth Management
Kansas
$663K +$596K +10,024 New
DIS
187
Diversified Investment Strategies
Louisiana
$660K +$137K +2,310 +33%
MS
188
Madden Securities
Texas
$654K
Cerity Partners
189
Cerity Partners
New York
$652K -$24.9K -419 -4%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$651K -$12.6K -212 -2%
RFA
191
Reilly Financial Advisors
California
$650K -$8.14K -137 -1%
SCM
192
Southport Capital Management
Tennessee
$642K -$24.7K -415 -4%
SAM
193
Shone Asset Management
California
$635K -$2.91K -49 -0.5%
IA
194
Insight Advisors
Pennsylvania
$622K +$558K +9,397 New
WI
195
WrapManager Inc
California
$621K -$59.5K -1,002 -10%
FAIM
196
Financial Advocates Investment Management
Washington
$592K -$17.2K -290 -3%
EVM
197
Eaton Vance Management
Massachusetts
$588K
LA
198
LexAurum Advisors
Kansas
$586K +$654 +11 +0.1%
WPW
199
Waldron Private Wealth
Pennsylvania
$552K
CA
200
Cornerstone Advisory
Maryland
$550K -$239K -4,014 -33%

SLYV Hedge Fund Activity: Q4 2020 in Review

334 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) for Q4 2020, worth a combined $1.63B — up 47% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SLYV positions and 21 closed out — a net gain of 41 holders — while 119 added to existing stakes and 115 trimmed.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $14M. The largest seller was Financial Engines Advisors, cutting an estimated $9.01M.

  • 334 institutional investors held State Street SPDR S&P 600 Small Cap Value ETF (SLYV) as of Q4 2020, up from 298 in Q3 2020.
  • Funds reported $1.63B of State Street SPDR S&P 600 Small Cap Value ETF stock for Q4 2020, up 47% quarter-over-quarter.
  • 62 funds opened new State Street SPDR S&P 600 Small Cap Value ETF positions in Q4 2020 and 21 closed out, a net change of +41 holders.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF buyer in Q4 2020 was World Investment Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 600 Small Cap Value ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $9.01M sold.

Based on aggregated 13F filings for Q4 2020.