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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
EIP
126
Ellis Investment Partners
Pennsylvania
$162K +$161K +2,402 New
GWM
127
Geneos Wealth Management
Colorado
$110K -$1.27K -19 -1%
SPIA
128
Steward Partners Investment Advisory
New York
$105K +$105K +1,560 New
RCAG
129
Rehmann Capital Advisory Group
Michigan
$86.7K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$86K +$37.1K +553 +77%
RCA
131
Rowland Carmichael Advisors
Arizona
$80K
GSWM
132
Golden State Wealth Management
California
$75K
US Bancorp
133
US Bancorp
Minnesota
$63K +$62.4K +930 New
RCG
134
Ruggie Capital Group
Florida
$61K
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$58K
GRP
136
Global Retirement Partners
California
$56K +$2.35K +35 +4%
WTC
137
WhitTier Trust Company
Nevada
$55K
ONST
138
Old North State Trust
North Carolina
$44K
CDIA
139
Capital Directions Investment Advisors
Georgia
$43K
PCG
140
Private Capital Group
Connecticut
$37K
AIP
141
Ameritas Investment Partners
Nebraska
$35K +$23K +343 +190%
TSW
142
Thompson Siegel & Walmsley
Virginia
$33K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$33K +$32.9K +490 New
FHA
144
Flagship Harbor Advisors
Massachusetts
$32K
CAL
145
Capital Advisors Ltd
Ohio
$27K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$25K
William Blair & Company
147
William Blair & Company
Illinois
$23K +$1.34K +20 +6%
BFC
148
Bedel Financial Consulting
Indiana
$20K
SFSIG
149
San Francisco Sentry Investment Group
California
$14K
CFD
150
Creative Financial Designs
Indiana
$6K +$67 +1 +1%

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.