SLYV icon

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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$203M +$12.4M +231,110 +6%
Bank of America
2
Bank of America
North Carolina
$60.5M +$808K +15,016 +1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.1M -$6.43M -107,988 -11%
Ameriprise
4
Ameriprise
Minnesota
$27.5M +$3.14M +58,440 +13%
LPL Financial
5
LPL Financial
California
$15M +$2.66M +49,429 +22%
FPIS
6
Financial Planning & Information Services
Wisconsin
$14.3M +$9.35M +173,742 +188%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$13.4M -$1.56M -28,997 -10%
KF
8
Krilogy Financial
Missouri
$13.2M +$1.15M +21,459 +10%
SG
9
Strid Group
Pennsylvania
$12.9M -$5.79M -107,557 -31%
TC
10
TownSquare Capital
Utah
$12.6M +$12.6M +204,799 New
Morgan Stanley
11
Morgan Stanley
New York
$12M +$1.8M +33,437 +18%
PP
12
Palladium Partners
Virginia
$11.2M +$251K +4,669 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$11.2M +$26.9K +501 +0.2%
HSA
14
HBK Sorce Advisory
Pennsylvania
$9.67M +$9.67M +179,597 New
UBS Group
15
UBS Group
Switzerland
$9.49M -$303K -5,638 -3%
RWM
16
Ritholtz Wealth Management
New York
$8.8M +$8.8M +163,427 New
HCM
17
Hengehold Capital Management
Ohio
$8.55M -$470K -8,732 -5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.54M +$7.07M +131,398 +1,523%
FWP
19
FAS Wealth Partners
Kansas
$7.41M +$2.35M +43,613 +46%
SFG
20
Sage Financial Group
Pennsylvania
$7.03M +$7.03M +130,700 New
JFGLC
21
Johnson Financial Group LLC (Colorado)
Colorado
$6.86M +$6.86M +127,499 New
EK
22
Evensky & Katz
Florida
$6.25M +$739K +13,725 +13%
BA
23
BKS Advisors
Michigan
$6.21M +$3.27M +60,796 +111%
LJAC
24
L.J. Altfest & Co
New York
$6.19M +$6.19M +114,996 New
WP
25
WealthPLAN Partners
Nebraska
$6.07M +$1.99M +31,491 +49%
1
2 3 4 5