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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
MIH
151
Meitav Investment House
Israel
$393K
CT
152
Caldwell Trust
Florida
$391K
TFS
153
Thoroughbred Financial Services
Tennessee
$387K
PA
154
Procyon Advisors
Connecticut
$386K -$115K -1,230 -23%
GSWM
155
Golden State Wealth Management
California
$372K +$124K +1,323 +50%
SPC
156
Sigma Planning Corp
Michigan
$366K +$9.64K +103 +3%
CCM
157
Carlson Capital Management
Minnesota
$365K -$18.2K -194 -5%
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$352K +$94 +1 +0%
TFS
159
TrustCore Financial Services
Tennessee
$343K -$127K -1,357 -27%
UFA
160
US Financial Advisors
Massachusetts
$335K
WIC
161
Whitegate Investment Counselors
New Hampshire
$328K -$84.2K -899 -20%
GVAG
162
Great Valley Advisor Group
Delaware
$324K -$5.99K -64 -2%
PIA
163
Perennial Investment Advisors
California
$320K -$936 -10 -0.3%
LFA
164
Laraway Financial Advisors
Minnesota
$319K -$2.43M -25,920 -88%
WT
165
Whittier Trust
California
$319K
William Blair & Company
166
William Blair & Company
Illinois
$318K +$307K +3,275 +2,729%
SWAG
167
Spectrum Wealth Advisory Group
California
$317K -$294K -3,140 -48%
AAS
168
Ameritas Advisory Services
Nebraska
$313K
Fidelity Investments
169
Fidelity Investments
Massachusetts
$310K +$12.9K +138 +4%
AWM
170
Aspire Wealth Management
Massachusetts
$302K -$250K -2,671 -45%
KA
171
Kovack Advisors
Florida
$299K
MCC
172
Money Concepts Capital
Florida
$295K -$7.71M -82,336 -96%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$284K +$17.4K +186 +7%
GIA
174
Gladstone Institutional Advisory
Florida
$283K +$283K +3,019 New
CSIC
175
Clifford Swan Investment Counsel
California
$281K

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.