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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
IHWM
351
Iron Horse Wealth Management
Iowa
$48.8K
MRCM
352
M&R Capital Management
New Jersey
$46.1K
ODG
353
O'Dell Group
Ohio
$41.9K +$37.6K +501 New
BWP
354
Baldwin Wealth Partners
Massachusetts
$39.3K
PGAM
355
Princeton Global Asset Management
New Jersey
$38.9K +$150 +2 +0.4%
HPC
356
HM Payson & Co
Maine
$36.8K
BCMLT
357
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.3K
FGAM
358
Financial Gravity Asset Management
Texas
$35.8K +$31.5K +420 +4,200%
VL
359
Vima LLC
Michigan
$35.1K +$31.5K +420 New
NA
360
NewEdge Advisors
Louisiana
$35K -$13.7K -183 -30%
JWA
361
JFS Wealth Advisors
Pennsylvania
$32.8K
RG
362
Retirement Group
California
$31.4K
TFGT
363
TS Financial Group (TSFG)
Illinois
$31K
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$30.5K
Franklin Resources
365
Franklin Resources
California
$29.3K +$26.3K +350 New
UB
366
UMB Bank
Missouri
$28.7K -$2.93K -39 -10%
OLVIG
367
Oliver Lagore Vanvalin Investment Group
Michigan
$27.8K -$24.7K -329 -50%
PMFA
368
Plante Moran Financial Advisors
Michigan
$27.4K
PPC
369
Park Place Capital
Alabama
$26.9K -$1.8K -24 -7%
GFPC
370
Global Financial Private Client
Florida
$25.8K
LC
371
Lindbrook Capital
California
$25.1K
ASN
372
Advisory Services Network
Georgia
$23.5K -$1.05M -13,953 -98%
GWSG
373
GPS Wealth Strategies Group
Colorado
$21.4K -$2.1K -28 -10%
FCMT
374
Founders Capital Management (Texas)
Texas
$21K +$75 +1 +0.4%
PA
375
Parallel Advisors
California
$19.7K +$17.7K +236 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.