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SPDR S&P 600 Small Cap Value ETF
SLYV

Overview Fund Activity

333 hedge funds and large institutions have $1.63B invested in SPDR S&P 600 Small Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 115 reducing their positions, and 21 closing their positions.

Holders
333
Holders Change
+36
Holders Change %
+12.12%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.46%
New
62
Increased
118
Reduced
115
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$18M
2
LPL Financial
2
LPL Financial
California
$44.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
CWM
4
Connecticut Wealth Management
Connecticut
$8.87M
5
FSWA
5
Financial Synergies Wealth Advisors
Texas
$9.85M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$94.1M
2
Betterment LLC
2
Betterment LLC
New York
$13.4M
3
RIM
3
Redwood Investment Management
Arizona
$19.9M
4
TI
4
tru Independence
Oregon
$0
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$39.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$94.1M 1,421,799 -151,698 -10%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$90.5M 1,252,753 +20,051 +2%
Bank of America
3
Bank of America
North Carolina
$90.2M 1,362,962 +85,129 +7%
NP
4
NorthRock Partners
Minnesota
$49.7M 750,899 +22,101 +3%
LPL Financial
5
LPL Financial
California
$44.2M 667,986 +184,195 +38%
GIM
6
Goelzer Investment Management
Indiana
$43.4M 656,292 +33,964 +5%
RM
7
Resource Management
Louisiana
$42.6M 644,304 +78,639 +14%
CFS
8
Cannon Financial Strategists
Georgia
$41.2M 622,417 -27,017 -4%
FCI
9
Financial Counselors Inc
Kansas
$39.3M 593,614 +53,556 +10%
FPIS
10
Financial Planning & Information Services
Wisconsin
$39.2M 591,967 -43,842 -7%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$39.1M 590,093 +41,751 +8%
Stifel Financial
12
Stifel Financial
Missouri
$30.6M 462,797 +7,720 +2%
EK
13
Evensky & Katz
Florida
$28.5M 430,387 -7,366 -2%
Ameriprise
14
Ameriprise
Minnesota
$26.3M 397,584 +18,314 +5%
KF
15
Krilogy Financial
Missouri
$21.9M 331,354 -24,280 -7%
UBS Group
16
UBS Group
Switzerland
$21.7M 327,155 -25,495 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$21.2M 320,582 +10,008 +3%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$20.6M 311,355 +35,859 +13%
PP
19
Palladium Partners
Virginia
$20M 302,432 +15,390 +5%
RIM
20
Redwood Investment Management
Arizona
$19.9M 300,476 -64,720 -18%
EWA
21
ERTS Wealth Advisors
Michigan
$18M 271,384 +23,079 +9%
WIA
22
World Investment Advisors
California
$18M 235,612 +235,612 New
EH
23
Equitable Holdings
New York
$16.3M 246,919 +22,573 +10%
KA
24
Klingman & Associates
New York
$16.3M 246,643 -2,614 -1%
ADL
25
Asset Dedication LLC
California
$15.9M 239,503 +10,386 +5%
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