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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.

206 hedge funds and large institutions have $655M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 49 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 13

41% more capital invested

Capital invested by funds: $463M → $655M (+$192M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 174206 (+32)

21% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 62

Holders
206
Holders Change
+32
Holders Change %
+18.39%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
47
Increased
49
Reduced
62
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$306K -$952K -13,367 -78%
V
127
Veritable
Delaware
$303K
ASN
128
Advisory Services Network
Georgia
$292K +$641 +9 +0.2%
UFA
129
US Financial Advisors
Massachusetts
$285K +$255K +3,582 New
SPC
130
Sigma Planning Corp
Michigan
$276K -$26.4K -370 -10%
NWS
131
Newport Wealth Strategies
California
$276K
WT
132
Whittier Trust
California
$271K
VFA
133
Voya Financial Advisors
Connecticut
$269K +$242K +3,392 New
BWA
134
Burt Wealth Advisors
Maryland
$264K +$104K +1,460 +79%
BFA
135
Beaumont Financial Advisors
Massachusetts
$262K -$655K -9,203 -74%
HC
136
Hamilton Capital
Ohio
$262K +$234K +3,288 New
MA
137
Mutual Advisors
Nebraska
$260K +$233K +3,271 New
CAN
138
Cetera Advisor Networks
California
$258K -$2.99K -42 -1%
MFG
139
Merit Financial Group
Georgia
$249K +$223K +3,133 New
SFS
140
Sowell Financial Services
Arkansas
$245K -$12.6K -177 -5%
CSIC
141
Clifford Swan Investment Counsel
California
$239K +$214K +3,000 New
LNC
142
Lincoln National Corp
Pennsylvania
$230K -$213K -2,992 -51%
MSAM
143
Moloney Securities Asset Management
Missouri
$227K +$204K +2,859 New
SBH
144
Segall Bryant & Hamill
Illinois
$221K +$198K +2,776 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$217K +$194K +2,729 New
JIC
146
Johnson Investment Counsel
Ohio
$216K +$194K +2,720 New
CG
147
Colony Group
Massachusetts
$215K +$193K +2,705 New
CW
148
CreativeOne Wealth
Kansas
$213K +$191K +2,675 New
CC
149
Courier Capital
New York
$208K +$186K +2,611 New
HA
150
HYA Advisors
Missouri
$202K +$181K +2,539 New

SLY Hedge Fund Activity: Q4 2020 in Review

206 of the 5,651 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 Q4 2020, worth a combined $655M — up 41% from $463M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SLY positions and 13 closed out — a net gain of 34 holders — while 49 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Avantax Advisory Services, cutting an estimated $11.1M.

  • 206 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $655M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q4 2020, up 41% quarter-over-quarter.
  • 47 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q4 2020 and 13 closed out, a net change of +34 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q4 2020 was Bank of America, an estimated $13.7M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q4 2020 was Avantax Advisory Services, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2020.