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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.

268 hedge funds and large institutions have $968M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

29% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 70

2% more funds holding

Funds holding: 263268 (+5)

1% more capital invested

Capital invested by funds: $957M → $968M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
90
Reduced
70
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
101
Advisor Resource Council
Texas
$820K -$1.93M -20,591 -70%
IWC
102
Integrated Wealth Concepts
Massachusetts
$808K -$542K -5,786 -40%
Cerity Partners
103
Cerity Partners
New York
$805K -$60.6K -647 -7%
PCG
104
Prosperity Consulting Group
Maryland
$799K +$1.12K +12 +0.1%
NWMG
105
National Wealth Management Group
Ohio
$771K -$37.5K -401 -5%
GBT
106
Grove Bank & Trust
Florida
$752K
AWM
107
AE Wealth Management
Kansas
$750K -$3.18K -34 -0.4%
ME
108
McIlrath & Eck
Washington
$749K -$14.5K -155 -2%
BCA
109
Bay Colony Advisors
Massachusetts
$738K +$738K +7,889 New
Creative Planning
110
Creative Planning
Kansas
$724K +$3.28K +35 +0.5%
SHGA
111
Sand Hill Global Advisors
California
$711K -$7.68K -82 -1%
GRP
112
Global Retirement Partners
California
$702K +$788K +8,421 New
OGF
113
Orin Green Financial
California
$694K
FHA
114
Flagship Harbor Advisors
Massachusetts
$668K +$122K +1,303 +22%
FT
115
Fiduciary Trust
Massachusetts
$654K
BA
116
Ballast Advisors
Minnesota
$623K
SCA
117
Sandy Cove Advisors
Massachusetts
$618K
Financial Engines Advisors
118
Financial Engines Advisors
California
$585K +$374 +4 +0.1%
WF
119
Welch & Forbes
Massachusetts
$584K
HAC
120
Harbor Advisory Corp
New Hampshire
$575K
JP Morgan Chase
121
JP Morgan Chase
New York
$573K -$320K -3,418 -36%
IA
122
IFP Advisors
Florida
$571K +$158K +1,686 +74%
Renaissance Technologies
123
Renaissance Technologies
New York
$562K +$562K +6,000 New
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$561K +$258K +2,755 +85%
CPIG
125
Chicago Partners Investment Group
Illinois
$549K +$749 +8 +0.1%

SLY Hedge Fund Activity: Q1 2022 in Review

268 of the 6,340 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 Q1 2022, worth a combined $968M — up 1.2% from $957M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SLY positions and 19 closed out — a net gain of 11 holders — while 90 added to existing stakes and 70 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $229M. The largest seller was Private Advisor Group, cutting an estimated $11.5M.

  • 268 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q1 2022, up from 263 in Q4 2021.
  • Funds reported $968M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q1 2022, up 1.2% quarter-over-quarter.
  • 30 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q1 2022 and 19 closed out, a net change of +11 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $229M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q1 2022 was Private Advisor Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2022.