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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.

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
Citadel Advisors
76
Citadel Advisors
Florida
$911K +$37.4K +525 +5%
DWM
77
Defined Wealth Management
Oregon
$846K +$757K +10,632 New
HIM
78
Hanlon Investment Management
New Jersey
$825K -$251K -3,529 -27%
OPWM
79
Oakwell Private Wealth Management
Texas
$817K +$732K +10,274 New
LWM
80
Liberty Wealth Management
California
$806K +$667K +9,367 New
IA
81
IFG Advisors
Missouri
$800K -$7.48K -105 -1%
GLA
82
Good Life Advisors
Pennsylvania
$791K +$704K +9,885 New
VFA
83
Valeo Financial Advisors
Indiana
$754K +$32.7K +459 +5%
SWP
84
Stratos Wealth Partners
Ohio
$725K +$9.54K +134 +1%
SHGA
85
Sand Hill Global Advisors
California
$723K -$95.9K -1,346 -13%
SF
86
Synovus Financial
Georgia
$721K
OGF
87
Orin Green Financial
California
$718K +$643K +9,022 New
IF
88
Intrua Financial
Texas
$704K +$407K +5,717 +183%
ME
89
McIlrath & Eck
Washington
$694K -$5.55K -78 -0.9%
EH
90
Equitable Holdings
New York
$673K -$2.14K -30 -0.4%
EWM
91
Empirical Wealth Management
Washington
$660K
Creative Planning
92
Creative Planning
Kansas
$654K -$28.4K -399 -5%
GBT
93
Grove Bank & Trust
Florida
$643K -$9.04K -127 -2%
EPWM
94
Essex Private Wealth Management
Massachusetts
$627K
TRCT
95
Tower Research Capital (TRC)
New York
$596K -$353K -4,960 -40%
MIG
96
McGuire Investment Group
Rhode Island
$566K
FT
97
Fiduciary Trust
Massachusetts
$555K +$13.5K +189 +3%
Financial Engines Advisors
98
Financial Engines Advisors
California
$544K -$5.41K -76 -1%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$533K -$194K -2,720 -29%
BA
100
Ballast Advisors
Minnesota
$531K

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.