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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.

91 hedge funds and large institutions have $271M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 9091 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

20% less capital invested

Capital invested by funds: $338M → $271M (-$67.8M)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
37
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Sutton Wealth Advisors
Florida
$49.1K
AIM
77
Arcadia Investment Management
Michigan
$45K +$36.5K +600 +462%
CDIA
78
Capital Directions Investment Advisors
Georgia
$39K
US Bancorp
79
US Bancorp
Minnesota
$35K +$34.6K +570 New
AF
80
Arrow Financial
New York
$32K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$25K
CAL
82
Capital Advisors Ltd
Ohio
$25K
SPIA
83
Steward Partners Investment Advisory
New York
$14K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10.1K +166 New
WA
85
Winfield Associates
Ohio
$9K
CFD
86
Creative Financial Designs
Indiana
$5K
MWM
87
MinichMacGregor Wealth Management
New York
$5K +$5.11K +84 New
KF
88
Krilogy Financial
Missouri
$4K -$15.9K -262 -80%
ECM
89
Exchange Capital Management
Michigan
$1K
IWM
90
IHT Wealth Management
Illinois
$17 -$243 -4 -5%
AssetMark Inc
91
AssetMark Inc
California
-$91.7M -1,512,152 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$2.98M -49,168 Closed
ACP
93
Aveo Capital Partners
Colorado
-$1.6M -26,364 Closed
HCA
94
Harbour Capital Advisors
Virginia
-$12.7K -210 Closed
AF
95
Allworth Financial
California
-$9K -156 Closed
LWA
96
Lenox Wealth Advisors
New York
-$9K -144 Closed
JP Morgan Chase
97
JP Morgan Chase
New York
-$8K -138 Closed

SLY Hedge Fund Activity: Q2 2017 in Review

91 of the 4,011 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 2017, worth a combined $271M — down 20% from $338M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SLY positions and 7 closed out — a net gain of 1 holder — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Stadion Money Management, adding an estimated $10.9M. The largest seller was AssetMark Inc, exiting entirely with an estimated $91.7M sold.

  • 91 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2017, up from 90 in Q1 2017.
  • Funds reported $271M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2017, down 20% quarter-over-quarter.
  • 8 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q2 2017 and 7 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 2017 was Stadion Money Management, an estimated $10.9M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2017 was AssetMark Inc, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2017.