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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.

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
CCM
76
Canal Capital Management
Virginia
$276K
FAAS
77
First Allied Advisory Services
California
$268K -$17K -252 -6%
WT
78
Washington Trust
Rhode Island
$261K
HF
79
HRT Financial
New York
$252K +$256K +3,796 New
WT
80
Whittier Trust
California
$227K
SI
81
Stephens Inc
Arkansas
$204K -$5.66K -84 -3%
FHC
82
First Heartland Consultants
Missouri
$201K +$203K +3,018 New
CF
83
Centaurus Financial
California
$199K +$201K +2,990 New
GWM
84
Geneos Wealth Management
Colorado
$175K -$14.4K -214 -7%
PCG
85
Private Capital Group
Connecticut
$161K -$281K -4,176 -63%
APA
86
American Portfolios Advisors
New York
$153K +$140K +2,080 +954%
SPIA
87
Steward Partners Investment Advisory
New York
$144K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122K +$24.5K +364 +25%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$85K +$86.3K +1,282 New
RCA
90
Rowland Carmichael Advisors
Arizona
$79K +$24.2K +360 +43%
IA
91
IFP Advisors
Florida
$69K
WTC
92
WhitTier Trust Company
Nevada
$58K -$52.5K -780 -47%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$269 +4 +0.5%
IWM
94
IHT Wealth Management
Illinois
$47K +$13.5K +200 +38%
CDIA
95
Capital Directions Investment Advisors
Georgia
$42K
AF
96
Arrow Financial
New York
$35K
MFBTD
97
MB Financial Bank - Trust Department
Illinois
$33K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$27K -$20.2K -300 -43%
CAL
99
Capital Advisors Ltd
Ohio
$27K
William Blair & Company
100
William Blair & Company
Illinois
$21K +$21.6K +320 New

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.