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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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$205K +$206K +2,718 New
APA
102
American Portfolios Advisors
New York
$173K
SPIA
103
Steward Partners Investment Advisory
New York
$118K
RCAG
104
Rehmann Capital Advisory Group
Michigan
$96.8K
GWM
105
Geneos Wealth Management
Colorado
$96K +$91.5K +1,207 +1,724%
RCA
106
Rowland Carmichael Advisors
Arizona
$90K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$77K +$77.8K +1,026 New
ONST
108
Old North State Trust
North Carolina
$75K +$77.1K +1,017 New
RCG
109
Ruggie Capital Group
Florida
$68K
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$65.1K +859 New
WTC
111
WhitTier Trust Company
Nevada
$62K
GRP
112
Global Retirement Partners
California
$49K +$8.94K +118 +22%
CDIA
113
Capital Directions Investment Advisors
Georgia
$48K +$47.7K +630 New
AF
114
Arrow Financial
New York
$40K
PCG
115
Private Capital Group
Connecticut
$39K
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$39K +$39.4K +520 New
US Bancorp
117
US Bancorp
Minnesota
$38K +$37.9K +500 New
MFBTD
118
MB Financial Bank - Trust Department
Illinois
$37K
CFGS
119
Concourse Financial Group Securities
Alabama
$37K +$36.8K +485 New
FHA
120
Flagship Harbor Advisors
Massachusetts
$34K -$1.9K -25 -5%
PWAG
121
Polaris Wealth Advisory Group
California
$31K +$22.9K +302 +272%
CAL
122
Capital Advisors Ltd
Ohio
$30K
NFG
123
Next Financial Group
Texas
$29K +$29.6K +390 New
William Blair & Company
124
William Blair & Company
Illinois
$24K
TC
125
Trilogy Capital
California
$17K +$76 +1 +0.4%

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.