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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.

267 hedge funds and large institutions have $880M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 268267 (-1)

9% less capital invested

Capital invested by funds: $968M → $880M (-$88.2M)

Holders
267
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
4.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
85
Reduced
79
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
26
Taylor & Morgan Wealth Management
Michigan
$10.9M +$300K +3,477 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.23M +$56.5K +655 +0.6%
Wells Fargo
28
Wells Fargo
California
$8.64M -$2.44M -28,262 -21%
RJA
29
Raymond James & Associates
Florida
$8.1M +$2.06M +23,866 +31%
CIC
30
Carnegie Investment Counsel
Ohio
$7.27M +$54.2K +628 +0.7%
BAM
31
Berkshire Asset Management
Pennsylvania
$6.46M +$6.97M +80,721 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$6.31M +$1.13M +13,105 +20%
Truist Financial
33
Truist Financial
North Carolina
$6.28M +$113K +1,306 +2%
AWS
34
AJ Wealth Strategies
New York
$5.9M +$6.36M +73,657 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.81M +$1.04M +12,079 +20%
APWA
36
Atlas Private Wealth Advisors
New Jersey
$5.75M +$6.2M +71,843 New
AMG
37
Asset Management Group
Connecticut
$5.43M +$24.2K +280 +0.4%
1WM
38
1900 Wealth Management
Texas
$4.97M +$132K +1,534 +3%
JSW
39
Journey Strategic Wealth
New Jersey
$4.54M
FCI
40
Financial Counselors Inc
Kansas
$4.15M -$45.7K -530 -1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$4.02M -$67K -776 -2%
WWM
42
Western Wealth Management
Colorado
$3.7M -$269K -3,122 -6%
DADC
43
D.A. Davidson & Co
Montana
$3.67M +$72.9K +844 +2%
IA
44
IFG Advisors
Missouri
$3.53M -$119K -1,374 -3%
ACA
45
Affinity Capital Advisors
California
$3.46M -$209K -2,425 -5%
NFC
46
Northeast Financial Consultants
Connecticut
$3.42M -$70.7K -819 -2%
MFG
47
Merit Financial Group
Georgia
$3.41M +$164K +1,902 +5%
AAS
48
Avantax Advisory Services
Texas
$3.27M +$1.87M +21,613 +113%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$3.17M +$249K +2,882 +8%
HVIA
50
Hudson Valley Investment Advisors
New York
$3.05M -$32.5K -376 -1%

SLY Hedge Fund Activity: Q2 2022 in Review

267 of the 5,936 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 Q2 2022, worth a combined $880M — down 9.1% from $968M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SLY positions and 30 closed out — a net gain of 1 holder — while 85 added to existing stakes and 79 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $29.4M. The largest seller was UBS Group, cutting an estimated $7.22M.

  • 267 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2022, down from 268 in Q1 2022.
  • Funds reported $880M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 31 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q2 2022 and 30 closed out, a net change of +1 holder.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q2 2022 was Citadel Advisors, an estimated $29.4M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2022 was UBS Group, an estimated $7.22M sold.

Based on aggregated 13F filings for Q2 2022.