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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

264 hedge funds and large institutions have $1.1B invested in SPDR S&P 600 Small Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
37
Increased
118
Reduced
75
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
S
Schroders
United Kingdom
+$80.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$70.6M
3
I
INVST
Indiana
+$10.9M
4
Bank of America
Bank of America
North Carolina
+$8.14M
5
FPIS
Financial Planning & Information Services
Wisconsin
+$7.76M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$7.68M
2
RWM
Ritholtz Wealth Management
New York
-$7.06M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$6.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$299M +$70.6M +1,170,057 +31%
S
2
Schroders
United Kingdom
$80.2M +$80.2M +1,329,440 New
Bank of America
3
Bank of America
North Carolina
$75.9M +$8.14M +135,061 +12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$64.6M +$7.56M +120,263 +13%
Ameriprise
5
Ameriprise
Minnesota
$38.2M +$7.37M +122,144 +24%
FPIS
6
Financial Planning & Information Services
Wisconsin
$23.8M +$7.76M +128,614 +48%
LPL Financial
7
LPL Financial
California
$19.5M +$2.65M +43,989 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$16.2M +$1.24M +20,532 +8%
KF
9
Krilogy Financial
Missouri
$14.7M -$59.7K -990 -0.4%
HighTower Advisors
10
HighTower Advisors
Illinois
$13M +$494K +8,229 +4%
PP
11
Palladium Partners
Virginia
$13M +$414K +6,864 +3%
I
12
INVST
Indiana
$12.9M +$10.9M +177,922 +530%
CFS
13
Cannon Financial Strategists
Georgia
$12.6M +$12.6M +208,685 New
UBS Group
14
UBS Group
Switzerland
$12M +$1.39M +23,073 +13%
TC
15
TownSquare Capital
Utah
$12M -$386K -6,403 -3%
Morgan Stanley
16
Morgan Stanley
New York
$11.6M -$1.87M -31,011 -14%
HSA
17
HBK Sorce Advisory
Pennsylvania
$10.5M -$354K -5,873 -3%
EK
18
Evensky & Katz
Florida
$9.78M +$2.78M +46,035 +40%
HCM
19
Hengehold Capital Management
Ohio
$9.69M +$113K +1,877 +1%
SFG
20
Sage Financial Group
Pennsylvania
$8.15M +$269K +4,464 +3%
FWP
21
FAS Wealth Partners
Kansas
$7.91M -$393K -6,521 -5%
LFG
22
Larson Financial Group
Missouri
$7.79M +$1.08M +17,832 +16%
BA
23
BKS Advisors
Michigan
$7.74M +$785K +13,017 +11%
LJAC
24
L.J. Altfest & Co
New York
$6.82M -$110K -1,831 -2%
SG
25
Strid Group
Pennsylvania
$6.78M -$7.68M -127,359 -53%
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