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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.

137 hedge funds and large institutions have $475M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 25

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $408M → $475M (+$66.6M)

14% more funds holding

Funds holding: 120137 (+17)

Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
55
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
Exencial Wealth Advisors
Oklahoma
$361K
AIM
77
Arcadia Investment Management
Michigan
$358K
WPSG
78
Wealth & Pension Services Group
Georgia
$357K +$358K +4,725 New
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$345K -$100K -1,319 -22%
IA
80
IFP Advisors
Florida
$321K +$77.2K +1,019 +31%
CCM
81
Canal Capital Management
Virginia
$313K
SWP
82
Stratos Wealth Partners
Ohio
$310K -$9.47K -125 -3%
FAAS
83
First Allied Advisory Services
California
$308K -$1.59K -21 -0.5%
HCM
84
Hollencrest Capital Management
California
$308K +$350K +4,620 New
CAN
85
Cetera Advisor Networks
California
$302K -$3.03K -40 -1%
WT
86
Washington Trust
Rhode Island
$296K
V
87
Veritable
Delaware
$288K +$289K +3,811 New
BRWA
88
B. Riley Wealth Advisors
Florida
$277K -$114K -1,500 -29%
TRCT
89
Tower Research Capital (TRC)
New York
$274K +$275K +3,630 New
AWM
90
AE Wealth Management
Kansas
$271K +$272K +3,588 New
WT
91
Whittier Trust
California
$258K
SS
92
Simplicity Solutions
Minnesota
$257K +$258K +3,403 New
RJT
93
Raymond James Trust
Florida
$240K
SIC
94
Shoker Investment Counsel
Ohio
$238K +$227 +3 +0.1%
VFA
95
Voya Financial Advisors
Connecticut
$237K +$6.44K +85 +3%
FHC
96
First Heartland Consultants
Missouri
$228K
CSIC
97
Clifford Swan Investment Counsel
California
$226K
LFAS
98
Level Four Advisory Services
Texas
$223K +$11.5K +152 +5%
MSAM
99
Moloney Securities Asset Management
Missouri
$209K -$227 -3 -0.1%
Creative Planning
100
Creative Planning
Kansas
$207K +$207K +2,738 New

SLY Hedge Fund Activity: Q3 2018 in Review

137 of the 4,374 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 Q3 2018, worth a combined $475M — up 16% from $408M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SLY positions and 5 closed out — a net gain of 19 holders — while 55 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $9.53M. The largest seller was State Street, cutting an estimated $2.59M.

  • 137 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q3 2018, up from 120 in Q2 2018.
  • Funds reported $475M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q3 2018, up 16% quarter-over-quarter.
  • 24 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q3 2018 and 5 closed out, a net change of +19 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q3 2018 was Bank of America, an estimated $9.53M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q3 2018 was State Street, an estimated $2.59M sold.

Based on aggregated 13F filings for Q3 2018.