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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.

268 hedge funds and large institutions have $968M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

2% more funds holding

Funds holding: 263268 (+5)

1% more capital invested

Capital invested by funds: $957M → $968M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
90
Reduced
70
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.74M -$20.9K -223 -0.2%
CIC
27
Carnegie Investment Counsel
Ohio
$8.44M -$242K -2,588 -3%
FAIM
28
Financial Advocates Investment Management
Washington
$7.41M +$591K +6,313 +9%
RJA
29
Raymond James & Associates
Florida
$7.24M +$1.07M +11,404 +17%
Truist Financial
30
Truist Financial
North Carolina
$7.22M +$903K +9,645 +14%
AMG
31
Asset Management Group
Connecticut
$6.32M +$8.99K +96 +0.1%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$6.15M +$752K +8,036 +14%
1WM
33
1900 Wealth Management
Texas
$5.67M +$187 +2 +0%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.66M -$183K -1,953 -3%
JSW
35
Journey Strategic Wealth
New Jersey
$5.31M -$3.38M -36,161 -39%
BPA
36
Beacon Pointe Advisors
California
$5.05M +$5.05M +53,955 New
FCI
37
Financial Counselors Inc
Kansas
$4.9M +$15.2K +162 +0.3%
FS
38
Ferguson Shapiro
Georgia
$4.79M -$246K -2,630 -5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$4.77M -$1.49M -15,895 -24%
WWM
40
Western Wealth Management
Colorado
$4.61M +$1.67M +17,829 +57%
AIP
41
ARS Investment Partners
New York
$4.51M -$59.3K -634 -1%
ACA
42
Affinity Capital Advisors
California
$4.27M -$563K -6,012 -12%
IA
43
IFG Advisors
Missouri
$4.25M +$678K +7,248 +19%
DADC
44
D.A. Davidson & Co
Montana
$4.21M +$18.9K +202 +0.5%
NFC
45
Northeast Financial Consultants
Connecticut
$4.08M +$111K +1,191 +3%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$3.86M +$3.6M +38,500 +1,411%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.85M +$128K +1,372 +3%
MFG
48
Merit Financial Group
Georgia
$3.81M +$200K +2,140 +6%
HVIA
49
Hudson Valley Investment Advisors
New York
$3.6M +$3.6M +38,501 New
5L
50
55I LLC
Massachusetts
$3.55M -$763K -8,148 -18%

SLY Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 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 2022, worth a combined $968M — up 1.2% from $957M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SLY positions and 19 closed out — a net gain of 11 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $229M. The largest seller was Private Advisor Group, cutting an estimated $11.5M.

  • 268 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2022, up from 263 in Q4 2021.
  • Funds reported $968M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 30 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2022 and 19 closed out, a net change of +11 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $229M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2022 was Private Advisor Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2022.