We are live on ! Find out more
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.

260 hedge funds and large institutions have $808M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less funds holding

Funds holding: 267260 (-7)

8% less capital invested

Capital invested by funds: $880M → $808M (-$72.5M)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
260
Holders Change
-7
Holders Change %
-2.62%
% of All Funds
4.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
103
Reduced
64
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
201
Townsend Asset Management
North Carolina
$187K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$184K -$11.6K -138 -5%
EIP
203
Ellis Investment Partners
Pennsylvania
$166K
AIP
204
Ameritas Investment Partners
Nebraska
$149K +$152K +1,800 +994%
MCC
205
Money Concepts Capital
Florida
$136K -$9.26K -110 -6%
AIM
206
Arcadia Investment Management
Michigan
$129K
WT
207
Washington Trust
Rhode Island
$126K -$18.9K -224 -12%
CHA
208
Carmichael Hill & Associates
Maryland
$114K
GWM
209
Geneos Wealth Management
Colorado
$114K
KFI
210
Key Financial Inc
Pennsylvania
$106K
TFGT
211
TS Financial Group (TSFG)
Illinois
$106K
CIAS
212
Capital Investment Advisory Services
North Carolina
$102K
ODG
213
O'Dell Group
Ohio
$99K -$28.7K -341 -21%
MPCG
214
Matrix Private Capital Group
New York
$84K
OCM
215
Orion Capital Management
California
$78K
US Bancorp
216
US Bancorp
Minnesota
$72K +$1.94K +23 +2%
First Manhattan
217
First Manhattan
New York
$70K
SPIA
218
Steward Partners Investment Advisory
New York
$66K
CFD
219
Creative Financial Designs
Indiana
$54K -$49.3K -586 -45%
WTC
220
WhitTier Trust Company
Nevada
$54K
APA
221
American Portfolios Advisors
New York
$45.7K -$61.3K -728 -55%
CFB
222
Cullen/Frost Bankers
Texas
$45K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$44K +$16.5K +196 +49%
HNB
224
Huntington National Bank
Ohio
$42K
WB
225
West Bancorporation
Iowa
$38K

SLY Hedge Fund Activity: Q3 2022 in Review

260 of the 5,805 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 Q3 2022, worth a combined $808M — down 8.2% from $880M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLY and 24 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 103 added.

The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $138M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 260 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q3 2022, down from 267 in Q2 2022.
  • Funds reported $808M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q3 2022, down 8.2% quarter-over-quarter.
  • 24 funds opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q3 2022 and 29 closed out, a net change of -5 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $138M added.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q3 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2022.