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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
TAM
151
Townsend Asset Management
North Carolina
$196K
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$182K
GWM
153
Geneos Wealth Management
Colorado
$182K
CFB
154
Cullen/Frost Bankers
Texas
$176K
EIP
155
Ellis Investment Partners
Pennsylvania
$175K -$71 -1 -0%
WT
156
Washington Trust
Rhode Island
$158K -$46.3K -650 -25%
KFI
157
Key Financial Inc
Pennsylvania
$134K +$120K +1,681 New
CIAS
158
Capital Investment Advisory Services
North Carolina
$132K -$6.41K -90 -5%
AIM
159
Arcadia Investment Management
Michigan
$127K -$71.2K -1,000 -39%
CHA
160
Carmichael Hill & Associates
Maryland
$119K
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$99K
MCC
162
Money Concepts Capital
Florida
$99K +$89K +1,249 New
APA
163
American Portfolios Advisors
New York
$96.4K
BII
164
Bainco International Investors
Massachusetts
$95K +$84.3K +1,183 New
SNT
165
Security National Trust
West Virginia
$94K
TFGT
166
TS Financial Group (TSFG)
Illinois
$94K
HNB
167
Huntington National Bank
Ohio
$89K
MPCG
168
Matrix Private Capital Group
New York
$88K +$78.8K +1,107 New
GLLW
169
Graves Light Lenhart Wealth
Virginia
$87K +$78.3K +1,100 New
OCM
170
Orion Capital Management
California
$82K +$73K +1,025 New
RIM
171
Rockbridge Investment Management
New York
$77K
Fidelity Investments
172
Fidelity Investments
Massachusetts
$75K -$4.49K -63 -6%
US Bancorp
173
US Bancorp
Minnesota
$74K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$58K +$214 +3 +0.4%
CDIA
175
Capital Directions Investment Advisors
Georgia
$50K

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.