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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.

155 hedge funds and large institutions have $605M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 45

15% more capital invested

Capital invested by funds: $528M → $605M (+$76.9M)

1% more funds holding

Funds holding: 153155 (+2)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
3.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
21
Increased
55
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Carlson Capital Management
Minnesota
$306K -$31.8K -474 -9%
HCM
102
Hollencrest Capital Management
California
$298K -$14.4K -214 -5%
KA
103
Kovack Advisors
Florida
$294K +$738 +11 +0.3%
CCM
104
Cribstone Capital Management
Maine
$290K +$288K +4,292 New
BRWA
105
B. Riley Wealth Advisors
Florida
$283K -$66.7K -994 -19%
IWMA
106
Ironwood Wealth Management (Arizona)
Arizona
$281K +$279K +4,152 New
BFA
107
Beaumont Financial Advisors
Massachusetts
$278K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$263K
HCIA
109
Hochman Cole Investment Advisors
Illinois
$258K -$9.2K -137 -3%
V
110
Veritable
Delaware
$258K
APA
111
American Portfolios Advisors
New York
$252K +$106K +1,574 +73%
MSAM
112
Moloney Securities Asset Management
Missouri
$246K +$23.2K +346 +11%
FAAS
113
First Allied Advisory Services
California
$239K -$49.5K -738 -17%
WT
114
Washington Trust
Rhode Island
$238K -$16.8K -250 -7%
PSF
115
Pacific Sun Financial
California
$236K +$235K +3,495 New
WT
116
Whittier Trust
California
$231K
SWAG
117
Spectrum Wealth Advisory Group
California
$227K -$181K -2,699 -45%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$223K +$45.8K +683 +26%
RWM
119
Reston Wealth Management
Virginia
$218K -$37.3K -555 -15%
Creative Planning
120
Creative Planning
Kansas
$218K +$217K +3,227 New
CIAS
121
Capital Investment Advisory Services
North Carolina
$209K -$11.1K -165 -5%
BFM
122
Boothbay Fund Management
New York
$206K +$204K +3,045 New
VFA
123
Voya Financial Advisors
Connecticut
$205K -$3.09K -46 -1%
SI
124
Stephens Inc
Arkansas
$205K +$203K +3,024 New
CSIC
125
Clifford Swan Investment Counsel
California
$203K

SLY Hedge Fund Activity: Q2 2019 in Review

155 of the 4,604 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 Q2 2019, worth a combined $605M — up 15% from $528M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SLY positions and 13 closed out — a net gain of 8 holders — while 55 added to existing stakes and 45 trimmed.

The largest buyer was Northeast Financial Consultants, opening a new position worth an estimated $32.8M. The largest seller was Ashton Thomas Private Wealth, exiting entirely with an estimated $5.91M sold.

  • 155 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2019, up from 153 in Q1 2019.
  • Funds reported $605M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2019, up 15% 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 Q2 2019 and 13 closed out, a net change of +8 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q2 2019 was Northeast Financial Consultants, an estimated $32.8M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2019 was Ashton Thomas Private Wealth, an estimated $5.91M sold.

Based on aggregated 13F filings for Q2 2019.