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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

217 hedge funds and large institutions have $1.12B invested in SPDR S&P 600 Small Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+26
Holders Change %
+13.61%
% of All Funds
4.97%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.34%
New
40
Increased
100
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$162M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$133M
3
Ameriprise
Ameriprise
Minnesota
+$41.5M
4
BFG
Barber Financial Group
Kansas
+$21.8M
5
CWSR
Chessman Wealth Strategies RIA
Texas
+$10.5M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$9.85M
2
Wells Fargo
Wells Fargo
California
-$6.97M
3
N
Natixis
France
-$6.68M
4
KM
Kalos Management
Georgia
-$4.17M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$243M +$133M +1,949,617 +121%
3AM
2
3EDGE Asset Management
Florida
$162M +$162M +2,375,500 New
Ameriprise
3
Ameriprise
Minnesota
$104M +$41.5M +180,077 +66%
Bank of America
4
Bank of America
North Carolina
$75.7M +$2.54M +37,205 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$61M +$5.91M +98,380 +11%
SG
6
Strid Group
Pennsylvania
$23.7M +$54.3K +795 +0.2%
BFG
7
Barber Financial Group
Kansas
$21.8M +$21.8M +319,490 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.9M +$4.38M +64,201 +30%
AA
9
Advisory Alpha
Michigan
$15.9M +$1.32M +22,010 +9%
LPL Financial
10
LPL Financial
California
$15.7M -$1.63M -23,936 -9%
KF
11
Krilogy Financial
Missouri
$15.3M +$30.3K +444 +0.2%
I
12
INVST
Indiana
$14.7M -$612K -9,102 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$14.2M +$381K +5,580 +3%
PP
14
Palladium Partners
Virginia
$13.9M +$474K +6,946 +4%
Morgan Stanley
15
Morgan Stanley
New York
$13M -$1.24M -18,120 -9%
UBS Group
16
UBS Group
Switzerland
$12.4M +$4.11M +60,175 +49%
HCM
17
Hengehold Capital Management
Ohio
$11.4M +$87K +1,275 +0.8%
CWSR
18
Chessman Wealth Strategies RIA
Texas
$10.5M +$10.5M +154,386 New
TCM
19
Tradewinds Capital Management
Washington
$8.96M -$9.85M -144,303 -52%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.55M +$4.08M +59,778 +91%
Wells Fargo
21
Wells Fargo
California
$7.92M -$6.97M -102,020 -47%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$7.24M +$961K +14,080 +15%
EK
23
Evensky & Katz
Florida
$6.99M +$12.1K +177 +0.2%
PRS
24
Pinkerton Retirement Specialists
Idaho
$6.63M +$6.56M +96,055 +9,166%
FWP
25
FAS Wealth Partners
Kansas
$6.42M +$699K +10,232 +12%
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