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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.

174 hedge funds and large institutions have $463M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 169174 (+5)

2% more capital invested

Capital invested by funds: $455M → $463M (+$8.33M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

43% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 72

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
41
Reduced
72
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
76
McIlrath & Eck
Washington
$536K +$4.21K +68 +0.8%
Creative Planning
77
Creative Planning
Kansas
$525K +$61.6K +995 +13%
EH
78
Equitable Holdings
New York
$517K +$33.6K +543 +7%
EWM
79
Empirical Wealth Management
Washington
$505K
GBT
80
Grove Bank & Trust
Florida
$500K -$186 -3 -0%
EPWM
81
Essex Private Wealth Management
Massachusetts
$480K
SWAG
82
Spectrum Wealth Advisory Group
California
$476K +$182K +2,938 +60%
MIG
83
McGuire Investment Group
Rhode Island
$433K
Financial Engines Advisors
84
Financial Engines Advisors
California
$421K +$47.2K +762 +12%
Citigroup
85
Citigroup
New York
$416K -$10.9K -176 -3%
FT
86
Fiduciary Trust
Massachusetts
$413K +$11.5K +186 +3%
CCFCSB
87
Cape Cod Five Cents Savings Bank
Massachusetts
$410K -$3.1K -50 -0.7%
BA
88
Ballast Advisors
Minnesota
$406K -$16.4K -265 -4%
BRWA
89
B. Riley Wealth Advisors
Florida
$399K +$149K +2,403 +57%
HSA
90
HBK Sorce Advisory
Pennsylvania
$393K -$339K -5,478 -46%
JCM
91
Jacobi Capital Management
Pennsylvania
$384K -$94.9K -1,532 -20%
WF
92
Welch & Forbes
Massachusetts
$370K
TFS
93
TrustCore Financial Services
Tennessee
$368K -$351K -5,668 -48%
KAS
94
Kestra Advisory Services
Texas
$366K +$6.2K +100 New
LNC
95
Lincoln National Corp
Pennsylvania
$359K -$9.29K -150 -2%
CFGS
96
Concourse Financial Group Securities
Alabama
$357K +$25.4K +410 +8%
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$353K +$28.1K +453 +10%
WWM
98
Western Wealth Management
Colorado
$351K +$356K +5,754 New
LA
99
LexAurum Advisors
Kansas
$331K -$44.9K -725 -12%
Cerity Partners
100
Cerity Partners
New York
$328K +$10.8K +174 +3%

SLY Hedge Fund Activity: Q3 2020 in Review

174 of the 4,956 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 2020, worth a combined $463M — up 1.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SLY positions and 16 closed out — a net gain of 5 holders — while 41 added to existing stakes and 72 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $9.3M. The largest seller was PNC Financial Services Group, cutting an estimated $10.5M.

  • 174 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q3 2020, up from 169 in Q2 2020.
  • Funds reported $463M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q3 2020, up 1.8% quarter-over-quarter.
  • 21 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q3 2020 and 16 closed out, a net change of +5 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q3 2020 was Private Advisor Group, an estimated $9.3M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q3 2020 was PNC Financial Services Group, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2020.