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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.

153 hedge funds and large institutions have $528M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

127% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 30

11% more capital invested

Capital invested by funds: $476M → $528M (+$51.7M)

10% more funds holding

Funds holding: 139153 (+14)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
3.31%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
25
Increased
68
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$5.91M +$5.88M +88,631 New
TA
27
TMD & Associates
Arizona
$5.88M -$2.4M -36,105 -29%
GA
28
Gateway Advisory
New Jersey
$5.69M +$5.67M +85,399 New
MFG
29
Magnus Financial Group
New York
$5.67M
OIA
30
OneDigital Investment Advisors
Kansas
$5.48M +$1.04M +15,742 +24%
WIC
31
Whitegate Investment Counselors
New Hampshire
$5.47M +$975K +14,691 +22%
EBT
32
Enterprise Bank & Trust
Massachusetts
$4.83M +$4.81M +72,463 New
AMG
33
Asset Management Group
Connecticut
$4.83M +$11.3K +170 +0.2%
CIC
34
Carnegie Investment Counsel
Ohio
$4.8M +$385K +5,795 +9%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$4.33M +$155K +2,340 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.09M -$285K -4,295 -7%
SIA
37
Starfire Investment Advisers
Michigan
$4.08M +$11.5K +173 +0.3%
SHGA
38
Sand Hill Global Advisors
California
$3.11M +$73K +1,099 +2%
FCI
39
Financial Counselors Inc
Kansas
$2.97M +$546K +8,232 +23%
IA
40
IFG Advisory
Georgia
$2.73M -$266 -4 -0%
PAG
41
Private Advisor Group
New Jersey
$2.57M +$35.8K +539 +1%
AIP
42
ARS Investment Partners
New York
$2.45M +$163K +2,453 +7%
RJA
43
Raymond James & Associates
Florida
$2.31M -$2.33M -35,032 -50%
Stifel Financial
44
Stifel Financial
Missouri
$2.24M +$27.5K +415 +1%
LDFR
45
Lehman & Derafelo Financial Resources
Pennsylvania
$2.02M +$120K +1,810 +6%
MA
46
Mutual Advisors
Nebraska
$1.96M +$450K +6,780 +30%
GBT
47
Grove Bank & Trust
Florida
$1.82M +$164K +2,478 +10%
MFG
48
Merit Financial Group
Georgia
$1.78M -$44.8K -675 -3%
CA
49
Cetera Advisors
Colorado
$1.69M +$190K +2,862 +13%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$1.65M -$2.9M -43,617 -64%

SLY Hedge Fund Activity: Q1 2019 in Review

153 of the 4,620 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 Q1 2019, worth a combined $528M — up 11% from $476M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SLY positions and 11 closed out — a net gain of 14 holders — while 68 added to existing stakes and 30 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $9.58M. The largest seller was Northeast Financial Consultants, exiting entirely with an estimated $29.5M sold.

  • 153 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2019, up from 139 in Q4 2018.
  • Funds reported $528M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2019, up 11% quarter-over-quarter.
  • 25 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2019 and 11 closed out, a net change of +14 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $9.58M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2019 was Northeast Financial Consultants, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2019.