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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
EFS
251
Essex Financial Services
Connecticut
$399K +$2.78K +37 +0.8%
MWA
252
Motive Wealth Advisors
Michigan
$397K -$106K -1,414 -23%
CSPIA
253
Cary Street Partners Investment Advisory
Virginia
$393K -$1.73K -23 -0.5%
WAOTB
254
Wealth Advisors of Tampa Bay
Florida
$392K +$351K +4,683 New
CFG
255
Cooper Financial Group
California
$391K +$14.3K +190 +4%
BCM
256
Brookstone Capital Management
Illinois
$389K +$19.9K +265 +6%
FWP
257
Falcon Wealth Planning
California
$389K
HPM
258
Hudson Portfolio Management
New York
$388K -$14.7K -196 -4%
SL
259
Salomon & Ludwin
Virginia
$381K
LIA
260
LBMC Investment Advisors
Tennessee
$381K -$184K -2,459 -35%
CS
261
Crescent Sterling
Louisiana
$369K
AF
262
Advisornet Financial
Minnesota
$366K -$118K -1,575 -26%
HAG
263
HF Advisory Group
Maryland
$360K -$4.95K -66 -2%
TFS
264
Thoroughbred Financial Services
Tennessee
$355K
CFS
265
Commonwealth Financial Services
West Virginia
$353K -$72K -960 -19%
MCWS
266
McKinley Carter Wealth Services
West Virginia
$353K -$4.88K -65 -2%
KAS
267
Kestra Advisory Services
Texas
$350K -$3.9K -52 -1%
UFAC
268
Urban Financial Advisory Corp
Illinois
$346K +$311K +4,142 New
SB
269
Strategic Blueprint
Georgia
$342K +$307K +4,093 New
HP
270
Hyperion Partners
Pennsylvania
$339K -$7.88K -105 -3%
WSTAM
271
Wilbanks Smith & Thomas Asset Management
Virginia
$339K +$304K +4,056 New
PP
272
Prudential plc
United Kingdom
$339K -$270K -3,605 -47%
AFGAS
273
Allegiance Financial Group Advisory Services
Virginia
$337K +$975 +13 +0.3%
HIS
274
Horizon Investment Services
Indiana
$337K -$22.4K -299 -7%
SM
275
Sensible Money
Arizona
$332K -$5.25K -70 -2%

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.