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State Street SPDR S&P 600 Small Cap Growth ETF

427 hedge funds and large institutions have $2.02B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 18

33% more capital invested

Capital invested by funds: $1.52B → $2.02B (+$495M)

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

15% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 137

12% more funds holding

Funds holding: 382427 (+45)

4.58% more ownership

Funds ownership: 61.99%66.57% (+4.6%)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
69
Increased
158
Reduced
137
Closed
18
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
DIS
226
Diversified Investment Strategies
Louisiana
$524K +$23.2K +309 +5%
WWM
227
Western Wealth Management
Colorado
$485K +$69.5K +927 +19%
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$481K -$26.3K -351 -6%
DI
229
DFPG Investments
Utah
$478K -$25.3K -337 -5%
TW
230
Towerpoint Wealth
California
$476K -$23K -306 -5%
LTL
231
Lowery Thomas LLC
California
$468K +$87.1K +1,161 +26%
TPW
232
Tiller Private Wealth
Pennsylvania
$461K -$67.9K -905 -14%
WPW
233
Waldron Private Wealth
Pennsylvania
$447K -$101K -1,350 -20%
FWM
234
Fingerlakes Wealth Management
New York
$447K +$1.27K +17 +0.3%
EFG
235
Everhart Financial Group
Ohio
$441K +$26.3K +350 +7%
FW
236
FirstPurpose Wealth
Utah
$438K +$34.1K +454 +9%
SCA
237
Sandy Cove Advisors
Massachusetts
$433K -$38.7K -516 -9%
VFIC
238
Valley Forge Investment Consultants
Pennsylvania
$429K -$211K -2,818 -35%
CHA
239
Carmichael Hill & Associates
Maryland
$424K +$375 +5 +0.1%
LFA
240
Laraway Financial Advisors
Minnesota
$421K
WAG
241
Wallace Advisory Group
California
$420K -$3.9K -52 -0.9%
TYCC
242
Texas Yale Capital Corp
Florida
$414K
TC
243
Trilogy Capital
California
$414K -$170K -2,268 -31%
BW
244
Bison Wealth
Georgia
$413K -$17.8K -237 -5%
TA
245
TFB Advisors
Kansas
$410K -$219K -2,922 -37%
MWM
246
Meridian Wealth Management
Kentucky
$408K +$34K +453 +10%
FCI
247
Financial Counselors Inc
Kansas
$408K -$76.4K -1,018 -17%
FHC
248
First Heartland Consultants
Missouri
$404K -$34.1K -454 -9%
Cerity Partners
249
Cerity Partners
New York
$401K +$359K +4,791 New
BAM
250
Belpointe Asset Management
Nevada
$399K +$358K +4,770 New

SLYG Hedge Fund Activity: Q4 2023 in Review

427 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2023, worth a combined $2.02B — up 33% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SLYG positions and 18 closed out — a net gain of 51 holders — while 158 added to existing stakes and 137 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $118M. The largest seller was Haverford Trust Company, cutting an estimated $9.96M.

  • 427 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2023, up from 382 in Q3 2023.
  • Funds reported $2.02B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2023 and 18 closed out, a net change of +51 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $118M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2023 was Haverford Trust Company, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2023.