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.

3 hedge funds and large institutions have $2.87M invested in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less funds holding

Funds holding: 2843 (-281)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 281

100% less capital invested

Capital invested by funds: $930M → $2.87M (-$927M)

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-281
Holders Change %
-98.94%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
Reduced
1
Closed
281
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Mathes Company
New York
$2.79M +$5.88M +71,849 New
IA
2
IFP Advisors
Florida
$79.5K -$12.7K -155 -14%
HNB
3
Huntington National Bank
Ohio
$85
LPL Financial
4
LPL Financial
California
-$137M -1,630,467 Closed
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
-$57.6M -685,991 Closed
Mariner
6
Mariner
Kansas
-$36.1M -429,200 Closed
Morgan Stanley
7
Morgan Stanley
New York
-$35.9M -427,571 Closed
CAG
8
Crestwood Advisors Group
Massachusetts
-$35.4M -421,736 Closed
Bank of America
9
Bank of America
North Carolina
-$32.1M -381,975 Closed
OIA
10
OneDigital Investment Advisors
Kansas
-$28.1M -334,385 Closed
Ameriprise
11
Ameriprise
Minnesota
-$27.3M -324,448 Closed
DC
12
Davenport & Co
Virginia
-$23.3M -276,746 Closed
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
-$22.9M -276,644 Closed
RW
14
RVW Wealth
California
-$22M -262,035 Closed
EWA
15
EP Wealth Advisors
California
-$5.7M -257,194 Closed
UBS Group
16
UBS Group
Switzerland
-$21.5M -255,359 Closed
State Street
17
State Street
Massachusetts
-$18M -213,692 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-$17.5M -208,650 Closed
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
-$15.8M -187,506 Closed
Wells Fargo
20
Wells Fargo
California
-$15.3M -182,049 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$14.2M -168,595 Closed
BS
22
Banco Santander
Spain
-$13.8M -163,710 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$13.7K -162,735 Closed
Corient Private Wealth
24
Corient Private Wealth
Florida
-$13.3M -157,702 Closed
CSPIA
25
Cary Street Partners Investment Advisory
Virginia
-$12M -143,372 Closed

SLY Hedge Fund Activity: Q2 2023 in Review

3 of the 6,369 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 Q2 2023, worth a combined $2.87M — down 100% from $930M a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of SLY and 1 opened new positions — a net loss of 280 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was LPL Financial, exiting entirely with an estimated $137M sold.

  • 3 institutional investors held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) as of Q2 2023, down from 284 in Q1 2023.
  • Funds reported $2.87M of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) stock for Q2 2023, down 100% quarter-over-quarter.
  • 1 fund opened new SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) positions in Q2 2023 and 281 closed out, a net change of -280 holders.
  • The largest SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) seller in Q2 2023 was LPL Financial, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2023.