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State Street SPDR S&P 600 Small Cap Growth ETF

266 hedge funds and large institutions have $958M invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 78

14% more funds holding

Funds holding: 234266 (+32)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less capital invested

Capital invested by funds: $983M → $958M (-$25.5M)

3.01% less ownership

Funds ownership: 52.12%49.11% (-3%)

Holders
266
Holders Change
+32
Holders Change %
+13.68%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
106
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$8.23M -$12M -194,364 -60%
CWA
27
Clarus Wealth Advisors
Arizona
$7.94M -$1.98M -32,063 -21%
CA
28
Centerpoint Advisors
Massachusetts
$7.82M
CWM
29
Connecticut Wealth Management
Connecticut
$7.7M -$373K -6,038 -5%
UBS Group
30
UBS Group
Switzerland
$7.41M +$5.18K +84 +0.1%
AWM
31
AE Wealth Management
Kansas
$7.34M +$1.82M +29,423 +35%
MWA
32
MFA Wealth Advisors
Pennsylvania
$7.29M +$250K +4,049 +4%
SC
33
Savant Capital
Illinois
$7.05M +$6.74M +109,288 New
SS
34
Simplicity Solutions
Minnesota
$7.03M +$1.76M +28,501 +35%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$6.31M -$251K -4,070 -4%
WFPG
36
Waller Financial Planning Group
Ohio
$6.09M +$207K +3,362 +4%
FNT
37
First National Trust
Pennsylvania
$5.68M +$427K +6,922 +9%
AG
38
Advisor Group
Arizona
$5.62M -$1.03M -16,758 -16%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$5.6M +$569K +9,217 +12%
NFG
40
NewFocus Financial Group
Washington
$4.88M -$1.7M -27,480 -27%
SFM
41
Signet Financial Management
New Jersey
$4.79M +$135K +2,192 +3%
Stifel Financial
42
Stifel Financial
Missouri
$4.62M +$29.8K +483 +0.7%
ML
43
McAdam LLC
Pennsylvania
$4.34M +$355K +5,756 +9%
PSF
44
Pacific Sun Financial
California
$3.85M -$5K -81 -0.1%
FFN
45
Focus Financial Network
Minnesota
$3.76M +$31.2K +505 +0.9%
SFG
46
Sage Financial Group
Pennsylvania
$3.57M +$38.6K +625 +1%
HA
47
Harborview Advisors
Maine
$3.45M -$155K -2,505 -4%
CFD
48
Creative Financial Designs
Indiana
$3.42M +$137K +2,216 +4%
MWM
49
Marietta Wealth Management
Georgia
$3.35M -$26.5K -430 -0.8%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$3.33M -$555 -9 -0%

SLYG Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2019, worth a combined $958M — down 2.6% from $983M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SLYG positions and 21 closed out — a net gain of 34 holders — while 106 added to existing stakes and 78 trimmed.

The largest buyer was Citigroup, adding an estimated $18.5M. The largest seller was Envestnet Asset Management, cutting an estimated $97.3M.

  • 266 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2019, up from 234 in Q3 2019.
  • Funds reported $958M of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2019, down 2.6% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2019 and 21 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2019 was Citigroup, an estimated $18.5M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2019.