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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.

233 hedge funds and large institutions have $934M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

11% more capital invested

Capital invested by funds: $846M → $934M (+$88.8M)

6% more funds holding

Funds holding: 220233 (+13)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
233
Holders Change
+13
Holders Change %
+5.91%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
23
Increased
83
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$722K +$12.2K +126 +2%
OGF
102
Orin Green Financial
California
$720K +$3.67K +38 +0.5%
CAN
103
Cetera Advisor Networks
California
$694K +$107K +1,111 +19%
GRP
104
Global Retirement Partners
California
$683K +$662K +6,859 +5,317%
FT
105
Fiduciary Trust
Massachusetts
$682K
Citigroup
106
Citigroup
New York
$678K -$293K -3,038 -30%
BA
107
Ballast Advisors
Minnesota
$651K -$290 -3 -0%
Citadel Advisors
108
Citadel Advisors
Florida
$642K +$635K +6,573 New
HAC
109
Harbor Advisory Corp
New Hampshire
$624K
WF
110
Welch & Forbes
Massachusetts
$610K
Financial Engines Advisors
111
Financial Engines Advisors
California
$603K +$3.77K +39 +0.6%
Cerity Partners
112
Cerity Partners
New York
$573K -$3.28K -34 -0.6%
TRCT
113
Tower Research Capital (TRC)
New York
$561K +$554K +5,737 New
CCFCSB
114
Cape Cod Five Cents Savings Bank
Massachusetts
$550K -$30.6K -317 -5%
LA
115
LexAurum Advisors
Kansas
$530K
TFS
116
TrustCore Financial Services
Tennessee
$524K -$53.7K -556 -9%
MIG
117
McGuire Investment Group
Rhode Island
$499K
CFGS
118
Concourse Financial Group Securities
Alabama
$494K -$3.38K -35 -0.7%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$492K -$105K -1,091 -18%
LA
120
Lynch & Associates
Indiana
$489K
Northern Trust
121
Northern Trust
Illinois
$481K
GG
122
Gofen & Glossberg
Illinois
$475K
EWA
123
Exencial Wealth Advisors
Oklahoma
$468K
JP Morgan Chase
124
JP Morgan Chase
New York
$465K +$20.3K +210 +5%
HFA
125
High Falls Advisors
New York
$450K

SLY Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 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 2021, worth a combined $934M — up 11% from $846M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLY positions and 9 closed out — a net gain of 14 holders — while 83 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $10.8M. The largest seller was State Street, cutting an estimated $3.52M.

  • 233 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2021, up from 220 in Q1 2021.
  • Funds reported $934M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2021, up 11% quarter-over-quarter.
  • 23 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q2 2021 and 9 closed out, a net change of +14 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q2 2021 was Bank of America, an estimated $10.8M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2021 was State Street, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2021.