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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

253 hedge funds and large institutions have $787M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 100 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+36
Holders Change %
+16.59%
% of All Funds
5.65%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.27%
New
68
Increased
100
Reduced
58
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$12.4M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$9.67M
3
FPIS
Financial Planning & Information Services
Wisconsin
+$9.35M
4
RWM
Ritholtz Wealth Management
New York
+$8.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.07M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$162M
2
BFG
Barber Financial Group
Kansas
-$21.8M
3
AA
Advisory Alpha
Michigan
-$15.9M
4
CWSR
Chessman Wealth Strategies RIA
Texas
-$10.5M
5
I
INVST
Indiana
-$9.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
201
MGO One Seven
Ohio
$59K +$59K +1,102 New
LNB
202
Ledyard National Bank
$58K -$47.3K -880 -45%
PGAM
203
Princeton Global Asset Management
New Jersey
$58K +$58K +1,078 New
HDIM
204
Hanson & Doremus Investment Management
Vermont
$57K +$24.7K +455 +76%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$51K +$54 +1 +0.1%
Citigroup
206
Citigroup
New York
$48K -$4.58K -85 -9%
DSC
207
Duncker Streett & Co
Missouri
$48K +$2.83K +53 +6%
PA
208
Parallel Advisors
California
$43K +$12.7K +240 +42%
KPCM
209
Kings Point Capital Management
New York
$40K – – –
LDFR
210
Lehman & Derafelo Financial Resources
Pennsylvania
$39K +$39K +732 New
NWM
211
Northwest Wealth Management
Iowa
$37K -$21.3K -394 -37%
William Blair & Company
212
William Blair & Company
Illinois
$37K – – –
DWM
213
Destination Wealth Management
California
$30K – – –
CFA
214
Carroll Financial Associates
North Carolina
$28K +$56 +1 +0.2%
FCA
215
FinTrust Capital Advisors
South Carolina
$26K +$26K +488 New
VCM
216
Versant Capital Management
Arizona
$26K +$26K +496 New
SFSIG
217
San Francisco Sentry Investment Group
California
$25K – – –
Fidelity Investments
218
Fidelity Investments
Massachusetts
$23K -$333 -6 -1%
SIS
219
Sound Income Strategies
Florida
$21K – – –
RFM
220
Royal Fund Management
Florida
$20K -$3.88M -74,768 -99%
TCM
221
Tradewinds Capital Management
Washington
$18K -$7.11M -130,834 -100%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$17K +$13.3K +252 +365%
CHP
223
Cable Hill Partners
Oregon
$17K +$17K +323 New
SWA
224
Sutton Wealth Advisors
Florida
$16.5K – – –
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$16K – – –
7 8
9
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