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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
CC
176
Courier Capital
New York
$280K
UCFA
177
United Capital Financial Advisors
Texas
$278K +$30K +320 +12%
JIC
178
Johnson Investment Counsel
Ohio
$276K -$18.5K -198 -6%
MSAM
179
Moloney Securities Asset Management
Missouri
$274K -$936 -10 -0.3%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$267K +$267K +2,856 New
BWA
181
Burt Wealth Advisors
Maryland
$263K +$1.4K +15 +0.5%
SBH
182
Segall Bryant & Hamill
Illinois
$259K +$260K +2,776 New
Brown Advisory
183
Brown Advisory
Maryland
$251K
PCA
184
Personal Capital Advisors
California
$248K +$468 +5 +0.2%
MF
185
Meridian Financial
Massachusetts
$241K
WH
186
Willner & Heller
California
$241K +$1.31K +14 +0.6%
KAS
187
Kestra Advisory Services
Texas
$239K +$27.4K +293 +13%
TF
188
Trek Financial
Arizona
$237K +$237K +2,535 New
G
189
Gainplan
Michigan
$232K +$232K +2,475 New
TAM
190
Townsend Asset Management
North Carolina
$231K
AC
191
Avestar Capital
New York
$229K
AA
192
Advisory Alpha
Michigan
$228K +$6.55K +70 +3%
BFEC
193
Benjamin F. Edwards & Company
Missouri
$226K +$226K +2,410 New
HSA
194
HBK Sorce Advisory
Pennsylvania
$225K -$5.24K -56 -2%
SCM
195
Southport Capital Management
Tennessee
$222K -$1.31M -13,973 -85%
AWE
196
Avidian Wealth Enterprises
Texas
$218K
AF
197
Allworth Financial
California
$210K -$16.4K -175 -7%
MC
198
Moors & Cabot
Massachusetts
$207K +$207K +2,207 New
SSCA
199
South Shore Capital Advisors
Massachusetts
$206K +$206K +2,201 New
EIP
200
Ellis Investment Partners
Pennsylvania
$205K

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.