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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.

90 hedge funds and large institutions have $338M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more capital invested

Capital invested by funds: $228M → $338M (+$111M)

17% more funds holding

Funds holding: 7790 (+13)

Holders
90
Holders Change
+13
Holders Change %
+16.88%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
34
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$333K +$21.6K +356 +7%
CA
52
Cetera Advisors
Colorado
$308K +$308K +5,080 New
CCM
53
Carlson Capital Management
Minnesota
$299K
WF
54
Welch & Forbes
Massachusetts
$297K
EWA
55
Exencial Wealth Advisors
Oklahoma
$286K
SC
56
Scotia Capital
Ontario, Canada
$284K
CAN
57
Cetera Advisor Networks
California
$269K +$267K +4,416 New
BWFM
58
Bridgewater Wealth & Financial Management
Maryland
$265K +$14.5K +240 +6%
ACM
59
Alpha Capital Management
Texas
$259K +$259K +4,272 New
WT
60
Washington Trust
Rhode Island
$253K -$4.84K -80 -2%
CCM
61
Canal Capital Management
Virginia
$251K +$251K +4,146 New
VFA
62
Voya Financial Advisors
Connecticut
$247K +$249K +4,112 New
FAAS
63
First Allied Advisory Services
California
$236K -$6.05K -100 -3%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229K +$92.6K +1,530 +68%
Creative Planning
65
Creative Planning
Kansas
$224K
AG
66
Advisor Group
Arizona
$218K -$1.15M -18,958 -84%
WT
67
Whittier Trust
California
$207K
SWP
68
Stratos Wealth Partners
Ohio
$205K +$204K +3,374 New
GWM
69
Geneos Wealth Management
Colorado
$151K
NFG
70
Next Financial Group
Texas
$134K -$129K -2,134 -49%
RCA
71
Rowland Carmichael Advisors
Arizona
$50K
SWA
72
Sutton Wealth Advisors
Florida
$48.4K
WTC
73
WhitTier Trust Company
Nevada
$45K +$24.2K +400 +114%
CDIA
74
Capital Directions Investment Advisors
Georgia
$38K
AF
75
Arrow Financial
New York
$32K

SLY Hedge Fund Activity: Q1 2017 in Review

90 of the 4,017 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 2017, worth a combined $338M — up 49% from $228M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SLY positions and 4 closed out — a net gain of 14 holders — while 34 added to existing stakes and 17 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $91.6M. The largest seller was Susquehanna International Group, cutting an estimated $3.27M.

  • 90 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2017, up from 77 in Q4 2016.
  • Funds reported $338M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2017, up 49% quarter-over-quarter.
  • 18 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2017 and 4 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 2017 was AssetMark Inc, an estimated $91.6M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2017 was Susquehanna International Group, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2017.