SLYV icon

SPDR S&P 600 Small Cap Value ETF

177 hedge funds and large institutions have $572M invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.06%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
33
Increased
81
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$93.3M +$4.29M +69,482 +5%
Bank of America
2
Bank of America
North Carolina
$63.8M +$5.74M +92,906 +10%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.1M +$6.5M +103,076 +14%
SG
4
Strid Group
Pennsylvania
$21M +$760K +12,050 +4%
Ameriprise
5
Ameriprise
Minnesota
$16.3M +$2.84M +45,808 +21%
BFG
6
Barber Financial Group
Kansas
$16.1M +$16.1M +259,974 New
AA
7
Advisory Alpha
Michigan
$14.7M +$716K +11,042 +5%
KF
8
Krilogy Financial
Missouri
$13.8M +$611K +9,890 +5%
LPL Financial
9
LPL Financial
California
$13.3M +$1.55M +25,056 +13%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M +$745K +12,134 +6%
Morgan Stanley
11
Morgan Stanley
New York
$11.2M +$3.48M +56,284 +45%
HCM
12
Hengehold Capital Management
Ohio
$10.2M +$129K +2,082 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.61M +$225K +3,648 +3%
Wells Fargo
14
Wells Fargo
California
$7.35M -$11.3M -183,066 -61%
AIA
15
Allegis Investment Advisors
Idaho
$6.66M +$1.13M +18,330 +20%
I
16
INVST
Indiana
$6.57M -$6.98M -115,902 -52%
EK
17
Evensky & Katz
Florida
$6.3M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$6.18M +$3.95M +63,960 +177%
N
19
Natixis
France
$6.18M
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$6.18M +$6.18M +100,000 New
TRCT
21
Tower Research Capital (TRC)
New York
$6.09M +$6.09M +98,654 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.28M +$885K +14,336 +20%
MFT
23
Moisand Fitzgerald Tamayo
Florida
$4.92M +$1.04M +16,854 +27%
FWP
24
FAS Wealth Partners
Kansas
$4.89M +$276K +4,470 +6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.64M +$330K +5,354 +8%