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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

289 hedge funds and large institutions have $981M invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-37
Holders Change %
-11.35%
% of All Funds
6.38%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
34
Increased
123
Reduced
99
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$42.6M
2
EK
Evensky & Katz
Florida
+$16.3M
3
Betterment LLC
Betterment LLC
New York
+$15.6M
4
Stifel Financial
Stifel Financial
Missouri
+$11.3M
5
EWA
ERTS Wealth Advisors
Michigan
+$9.21M

Top Sellers

1
FFA
Fragasso Financial Advisors
Pennsylvania
-$31.3M
2
JFA
Johanson Financial Advisors
California
-$23.4M
3
VCM
Virtue Capital Management
Tennessee
-$16.2M
4
HighTower Advisors
HighTower Advisors
Illinois
-$14.4M
5
Bank of America
Bank of America
North Carolina
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$258M +$42.6M +1,042,642 +20%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.7M -$6.04M -132,100 -8%
Bank of America
3
Bank of America
North Carolina
$54M -$13.4M -328,503 -20%
FPIS
4
Financial Planning & Information Services
Wisconsin
$23.1M +$2.2M +53,904 +11%
NP
5
NorthRock Partners
Minnesota
$23M +$7.66M +187,392 +50%
CFS
6
Cannon Financial Strategists
Georgia
$21.2M +$3.9M +95,409 +23%
EK
7
Evensky & Katz
Florida
$20.7M +$16.3M +399,845 +377%
LPL Financial
8
LPL Financial
California
$19.8M +$3.75M +91,842 +23%
Ameriprise
9
Ameriprise
Minnesota
$19.3M -$8.18M -200,279 -30%
Betterment LLC
10
Betterment LLC
New York
$18.3M +$15.6M +381,397 +575%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.2M +$1.83M +44,739 +14%
KF
12
Krilogy Financial
Missouri
$14M +$3.62M +88,533 +35%
Stifel Financial
13
Stifel Financial
Missouri
$11.4M +$11.3M +275,078 +6,726%
KA
14
Klingman & Associates
New York
$10.9M +$6.65M +162,656 +155%
LFG
15
Larson Financial Group
Missouri
$10.8M +$4.26M +104,137 +65%
TC
16
TownSquare Capital
Utah
$10.5M +$1.87M +42,128 +22%
PP
17
Palladium Partners
Virginia
$10.3M +$893K +21,852 +9%
EWA
18
ERTS Wealth Advisors
Michigan
$9.21M +$9.21M +225,319 New
RM
19
Resource Management
Louisiana
$8.75M +$8.75M +214,217 New
ADL
20
Asset Dedication LLC
California
$7.8M +$6.19M +151,563 +384%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$7.72M +$4.25M +103,934 +122%
FCI
22
Financial Counselors Inc
Kansas
$7.21M +$1.37M +33,550 +23%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.16M +$7.16M +305,476 New
FWP
24
FAS Wealth Partners
Kansas
$7.15M +$1.36M +33,358 +24%
Morgan Stanley
25
Morgan Stanley
New York
$6.99M -$2.03M -49,739 -23%
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