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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

297 hedge funds and large institutions have $1.11B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
6.01%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.4%
New
30
Increased
102
Reduced
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$15.2M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$10.9M
3
EH
Equitable Holdings
New York
+$10.7M
4
Stifel Financial
Stifel Financial
Missouri
+$9.37M
5
RIM
Redwood Investment Management
Arizona
+$8.87M

Top Sellers

1
LFG
Larson Financial Group
Missouri
-$8.26M
2
DC
Derby & Company
Massachusetts
-$8.21M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$7.46M
4
CWM
Connecticut Wealth Management
Connecticut
-$5M
5
LWAC
Laurel Wealth Advisors (California)
California
-$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$78.8M -$7.46M -148,893 -9%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M -$183K -3,320 -0.3%
Bank of America
3
Bank of America
North Carolina
$64M +$110K +2,192 +0.2%
NP
4
NorthRock Partners
Minnesota
$36.5M -$295K -5,893 -0.8%
CFS
5
Cannon Financial Strategists
Georgia
$32.5M +$1.44M +28,772 +5%
FPIS
6
Financial Planning & Information Services
Wisconsin
$31.8M -$695K -13,878 -2%
GIM
7
Goelzer Investment Management
Indiana
$31.2M +$6.05M +120,818 +24%
RM
8
Resource Management
Louisiana
$28.3M +$3.75M +74,841 +15%
NEWAS
9
N.E.W. Advisory Services
Wisconsin
$27.5M -$330K -6,578 -1%
FCI
10
Financial Counselors Inc
Kansas
$27.1M +$15.2M +303,185 +128%
LPL Financial
11
LPL Financial
California
$24.2M -$1.7M -33,906 -7%
Stifel Financial
12
Stifel Financial
Missouri
$22.8M +$9.37M +187,086 +70%
EK
13
Evensky & Katz
Florida
$21.9M +$56.7K +1,132 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$19M -$433K -8,630 -2%
RIM
15
Redwood Investment Management
Arizona
$18.3M +$8.87M +177,272 +94%
KF
16
Krilogy Financial
Missouri
$17.8M +$387K +7,730 +2%
UBS Group
17
UBS Group
Switzerland
$17.7M +$4.55M +90,864 +35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$15.6M -$1.54M -30,714 -9%
Betterment LLC
19
Betterment LLC
New York
$14.6M -$2.1M -41,836 -13%
PP
20
Palladium Partners
Virginia
$14.4M +$126K +2,516 +0.9%
MPWT
21
MassMutual Private Wealth & Trust
Connecticut
$13.8M +$10.9M +217,886 +378%
KA
22
Klingman & Associates
New York
$12.5M -$230K -4,599 -2%
EWA
23
ERTS Wealth Advisors
Michigan
$12.4M -$1.03M -20,513 -8%
TC
24
TownSquare Capital
Utah
$11.9M -$337K -6,383 -3%
ADL
25
Asset Dedication LLC
California
$11.5M +$1.59M +31,664 +16%
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