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.

206 hedge funds and large institutions have $655M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $463M → $655M (+$192M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 174206 (+32)

21% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 62

Holders
206
Holders Change
+32
Holders Change %
+18.39%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
47
Increased
49
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
51
Ironwood Wealth Management (Arizona)
Arizona
$2.19M -$106K -1,494 -5%
B
52
Bridgeworth
Alabama
$2.17M +$33.3K +468 +2%
LDFR
53
Lehman & Derafelo Financial Resources
Pennsylvania
$1.89M
AWM
54
AE Wealth Management
Kansas
$1.77M +$670K +9,408 +73%
TA
55
TFG Advisers
Michigan
$1.7M +$1.42K +20 +0.1%
Stifel Financial
56
Stifel Financial
Missouri
$1.67M +$37.8K +531 +3%
KWM
57
Kingsview Wealth Management
Oregon
$1.64M -$107K -1,508 -7%
NP
58
NorthRock Partners
Minnesota
$1.6M +$13.6K +191 +1%
1SB
59
1ST Source Bank
Indiana
$1.55M +$1.39M +19,521 New
JWCA
60
J.W. Cole Advisors
Florida
$1.49M +$1.34M +18,778 New
SS
61
Simplicity Solutions
Minnesota
$1.43M +$636K +8,933 +98%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.43M -$89K -1,249 -7%
SIC
63
Shoker Investment Counsel
Ohio
$1.4M +$4.99K +70 +0.4%
LPT
64
Legacy Private Trust
Wisconsin
$1.4M
CA
65
Cetera Advisors
Colorado
$1.39M +$119K +1,670 +11%
JCM
66
Jacobi Capital Management
Pennsylvania
$1.24M +$658K +9,242 +147%
CWP
67
CFM Wealth Partners
Texas
$1.1M +$41K +576 +4%
WPP
68
Whalerock Point Partners
Rhode Island
$1.09M +$917K +12,880 +1,543%
WWM
69
Western Wealth Management
Colorado
$1.09M +$564K +7,916 +138%
IAP
70
Indie Asset Partners
Indiana
$1.03M -$181K -2,537 -16%
SCM
71
Southport Capital Management
Tennessee
$1.03M -$21.9K -307 -2%
IWM
72
IHT Wealth Management
Illinois
$1.03M +$542K +7,616 +143%
OMC
73
Old Mission Capital
Illinois
$1.01M +$909K +12,763 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$990K +$887K +12,448 New
Goldman Sachs
75
Goldman Sachs
New York
$950K -$1.78M -24,952 -68%

SLY Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 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 Q4 2020, worth a combined $655M — up 41% from $463M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SLY positions and 13 closed out — a net gain of 34 holders — while 49 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Avantax Advisory Services, cutting an estimated $11.1M.

  • 206 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $655M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q4 2020, up 41% quarter-over-quarter.
  • 47 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q4 2020 and 13 closed out, a net change of +34 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q4 2020 was Bank of America, an estimated $13.7M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q4 2020 was Avantax Advisory Services, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.