We are live on ! Find out more
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.

112 hedge funds and large institutions have $356M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

13% more capital invested

Capital invested by funds: $315M → $356M (+$40.5M)

2% less funds holding

Funds holding: 114112 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
13
Increased
40
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$632K -$20.2K -300 -3%
TFS
52
TrustCore Financial Services
Tennessee
$629K -$94.6K -1,404 -13%
Citigroup
53
Citigroup
New York
$628K -$17.5K -260 -3%
MC
54
Mathes Company
New York
$612K
WAOTB
55
Wealth Advisors of Tampa Bay
Florida
$587K +$8.08K +120 +1%
AG
56
Advisor Group
Arizona
$551K -$22.8K -338 -4%
GG
57
Gofen & Glossberg
Illinois
$476K
MA
58
Mutual Advisors
Nebraska
$455K +$27.2K +404 +6%
VA
59
Valmark Advisers
Ohio
$410K -$294K -4,366 -41%
Northern Trust
60
Northern Trust
Illinois
$409K +$414K +6,144 New
SC
61
Scotia Capital
Ontario, Canada
$391K +$13.1K +194 +3%
HFA
62
High Falls Advisors
New York
$372K
CIAS
63
Capital Investment Advisory Services
North Carolina
$357K +$361K +5,364 New
BTS
64
BB&T Securities
Virginia
$351K +$152K +2,250 +74%
WF
65
Welch & Forbes
Massachusetts
$346K
BRWA
66
B. Riley Wealth Advisors
Florida
$344K -$351K -5,206 -50%
SPC
67
Sigma Planning Corp
Michigan
$342K -$21.7K -322 -6%
KWM
68
Kingsview Wealth Management
Oregon
$331K +$43.2K +642 +15%
CCM
69
Carlson Capital Management
Minnesota
$324K
AMCA
70
Arthur M. Cohen & Associates
Illinois
$320K -$680K -10,092 -66%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$318K -$53.2K -790 -14%
EWA
72
Exencial Wealth Advisors
Oklahoma
$318K
AIM
73
Arcadia Investment Management
Michigan
$316K
SWP
74
Stratos Wealth Partners
Ohio
$281K -$1.89K -28 -0.7%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$278K +$55K +816 +24%

SLY Hedge Fund Activity: Q1 2018 in Review

112 of the 4,364 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 2018, worth a combined $356M — up 13% from $315M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SLY and 13 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6.74M. The largest seller was Stadion Money Management, cutting an estimated $4.78M.

  • 112 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2018, down from 114 in Q4 2017.
  • Funds reported $356M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2018, up 13% quarter-over-quarter.
  • 13 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2018 and 15 closed out, a net change of -2 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2018 was JP Morgan Chase, an estimated $6.74M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2018 was Stadion Money Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q1 2018.