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SLY

SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)

Delisted

SLY was delisted on the 9th of June, 2023.

260 hedge funds and large institutions have $808M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 267260 (-7)

8% less capital invested

Capital invested by funds: $880M → $808M (-$72.5M)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
260
Holders Change
-7
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
103
Reduced
64
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
226
Capital Directions Investment Advisors
Georgia
$36K -$39.7K -472 Closed
RIA
227
Realta Investment Advisors
Delaware
$36K +$40.1K +476 New
CCM
228
Cribstone Capital Management
Maine
$31K +$6.91K +82 +25%
MA
229
MUFG Americas
New York
$30K
MIM
230
Macroview Investment Management
Maryland
$29K +$4.97K +59 +18%
PMFA
231
Plante Moran Financial Advisors
Michigan
$28K +$28.1K +334 +835%
LFG
232
Larson Financial Group
Missouri
$27K +$1.09K +13 +4%
MA
233
Montag & Associates
Georgia
$26K
AWM
234
Accel Wealth Management
Iowa
$24K
AFS
235
Annapolis Financial Services
Maryland
$24K
BC
236
Barrett & Company
Rhode Island
$20.8K +$21.3K +253 New
LSA
237
Lansing Street Advisors
Pennsylvania
$20K +$22K +261 New
PA
238
PSI Advisors
Florida
$17K +$84 +1 +0.5%
SSB
239
Sandy Spring Bank
Maryland
$17K +$84 +1 +0.5%
HBW
240
Hazlett, Burt & Watson
West Virginia
$16K +$17.9K +212 New
CAL
241
Capital Analysts LLC
Pennsylvania
$15K -$8.25K -98 -34%
OIA
242
Optimum Investment Advisors
Illinois
$15K
WFA
243
West Financial Advisors
Iowa
$14K
GWANC
244
Guardian Wealth Advisors (North Carolina)
North Carolina
$13K +$2.69K +32 +24%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$12K
EWM
246
EPG Wealth Management
Georgia
$11K +$12.3K +146 New
LF
247
Lee Financial
Texas
$10K +$11.2K +133 New
EWM
248
Evermay Wealth Management
Virginia
$9K
M
249
MOTCO
Texas
$8K +$8.42K +100 New
FRA
250
Front Row Advisors
California
$7K

SLY Hedge Fund Activity: Q3 2022 in Review

260 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) for Q3 2022, worth a combined $808M — down 8.2% from $880M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLY and 24 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 103 added.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $138M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 260 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q3 2022, down from 267 in Q2 2022.
  • Funds reported $808M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 24 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q3 2022 and 29 closed out, a net change of -5 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $138M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q3 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2022.