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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
Betterment LLC
New York
$13.4M
3
RIM
Redwood Investment Management
Arizona
$19.9M
4
TI
tru Independence
Oregon
$0
5
FPIS
Financial Planning & Information Services
Wisconsin
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
176
Bailard
California
$734K – – –
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$724K +$217K +3,274 +43%
FA
178
Faithward Advisors
Pennsylvania
$723K -$28.7K -434 -4%
RDWM
179
Red Door Wealth Management
Tennessee
$715K -$90.3K -1,365 -11%
OAM
180
Occidental Asset Management
California
$713K +$176K +2,660 +33%
BAS
181
Brown Advisory Securities
Maryland
$702K +$265 +4 +0%
CWM
182
Cornerstone Wealth Management
Missouri
$687K +$413K +6,237 +151%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$685K +$685K +10,348 New
Northern Trust
184
Northern Trust
Illinois
$680K +$680K +10,271 New
CF
185
Centaurus Financial
California
$666K +$41.8K +631 +7%
WPWM
186
Windward Private Wealth Management
Kansas
$663K +$663K +10,024 New
DIS
187
Diversified Investment Strategies
Louisiana
$660K +$164K +2,310 +33%
MS
188
Madden Securities
Texas
$654K – – –
Cerity Partners
189
Cerity Partners
New York
$652K -$27.7K -419 -4%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$651K -$14K -212 -2%
RFA
191
Reilly Financial Advisors
California
$650K -$9.07K -137 -1%
SCM
192
Southport Capital Management
Tennessee
$642K -$27.5K -415 -4%
SAM
193
Shone Asset Management
California
$635K -$3.21K -49 -0.5%
IA
194
Insight Advisors
Pennsylvania
$622K +$622K +9,397 New
WI
195
WrapManager Inc
California
$621K -$66.3K -1,002 -10%
FAIM
196
Financial Advocates Investment Management
Washington
$592K -$19.2K -290 -3%
EVM
197
Eaton Vance Management
Massachusetts
$588K – – –
LA
198
LexAurum Advisors
Kansas
$586K +$728 +11 +0.1%
WPW
199
Waldron Private Wealth
Pennsylvania
$552K – – –
CA
200
Cornerstone Advisory
Maryland
$550K -$266K -4,014 -33%
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8
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