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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
IA
176
IFP Advisors
Florida
$44K +$2.14K +30 +6%
AF
177
Advisornet Financial
Minnesota
$42K
PCG
178
Private Capital Group
Connecticut
$41K
SPIA
179
Steward Partners Investment Advisory
New York
$37K
CCM
180
Cribstone Capital Management
Maine
$35K +$356 +5 +1%
WTC
181
WhitTier Trust Company
Nevada
$33K
GI
182
Gradient Investments
Minnesota
$29K
AWA
183
Arkadios Wealth Advisors
Georgia
$28K +$25.9K +363 New
MA
184
Montag & Associates
Georgia
$27K +$24.2K +340 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$25K
William Blair & Company
186
William Blair & Company
Illinois
$25K
AWM
187
Accel Wealth Management
Iowa
$24K +$21.4K +300 New
First Manhattan
188
First Manhattan
New York
$21K
SSB
189
Sandy Spring Bank
Maryland
$17K +$1.28K +18 +9%
MIM
190
Macroview Investment Management
Maryland
$17K +$3.28K +46 +28%
GA
191
GoalVest Advisory
New York
$17K +$15.5K +218 New
SIAG
192
Safeguard Investment Advisory Group
California
$16K +$15K +210 New
GRP
193
Global Retirement Partners
California
$15K -$14.7K -207 -52%
AF
194
Allworth Financial
California
$14K
AIP
195
Ameritas Investment Partners
Nebraska
$14K
FPW
196
Flagship Private Wealth
Massachusetts
$12.5K +$10.2K +143 New
PP
197
PrairieView Partners
Minnesota
$11K
TWM
198
Tradition Wealth Management
Minnesota
$11K +$10.1K +142 New
FPCG
199
Fort Pitt Capital Group
Pennsylvania
$11K +$10.3K +144 New
ACA
200
Aptus Capital Advisors
Alabama
$10K -$9.62K -135 -50%

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.