We are live on ! Find out more
SLYG icon

State Street SPDR S&P 600 Small Cap Growth ETF

311 hedge funds and large institutions have $1.13B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 122 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $1B → $1.13B (+$130M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 295311 (+16)

0.43% less ownership

Funds ownership: 51.45%51.02% (-0.43%)

23% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 122

Holders
311
Holders Change
+16
Holders Change %
+5.42%
% of All Funds
5.46%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
40
Increased
94
Reduced
122
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$12.4M +$11.9M +140,380 +3,276%
CWA
27
Clarus Wealth Advisors
Arizona
$11.1M -$1.29M -15,196 -11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$11M -$534K -6,278 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.5M +$2.36M +27,738 +29%
Ameriprise
30
Ameriprise
Minnesota
$10.1M -$9.29M -109,264 -48%
APP
31
Avantax Planning Partners
Iowa
$9.92M -$263K -3,088 -3%
AWM
32
AE Wealth Management
Kansas
$9.55M -$1.03M -12,060 -10%
TWM
33
Tradition Wealth Management
Minnesota
$9.11M +$46.9K +551 +0.5%
SFM
34
Signet Financial Management
New Jersey
$7.92M -$209K -2,458 -3%
OWA
35
Octavia Wealth Advisors
Ohio
$7.5M +$2.45M +28,816 +49%
ML
36
McAdam LLC
Pennsylvania
$6.74M -$476K -5,596 -7%
WIA
37
World Investment Advisors
California
$6.72M +$4.94M +58,134 +265%
SWM
38
Shakespeare Wealth Management
Wisconsin
$6.61M -$769K -9,048 -11%
TAIM
39
TD Ameritrade Investment Management
Nebraska
$6.44M
FNT
40
First National Trust
Pennsylvania
$6.34M -$705K -8,292 -10%
RRWA
41
Rainey & Randall Wealth Advisors
Florida
$6.12M +$268K +3,153 +5%
HI
42
Harbour Investments
Wisconsin
$5.28M +$5.23M +61,513 New
KWM
43
Kingsview Wealth Management
Oregon
$4.78M -$191K -2,244 -4%
WFPG
44
Waller Financial Planning Group
Ohio
$4.7M -$603K -7,092 -11%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$4.55M +$335K +3,935 +8%
EH
46
Equitable Holdings
New York
$4.54M -$4.93M -57,949 -52%
MML Investors Services
47
MML Investors Services
Massachusetts
$4.49M +$1.01M +11,860 +29%
KOC
48
Koss-Olinger Consulting
Florida
$4.45M +$4.41M +51,806 New
Mariner
49
Mariner
Kansas
$4.14M -$298K -3,506 -7%
HighTower Advisors
50
HighTower Advisors
Illinois
$3.94M +$77.2K +908 +2%

SLYG Hedge Fund Activity: Q1 2021 in Review

311 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q1 2021, worth a combined $1.13B — up 13% from $1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SLYG positions and 21 closed out — a net gain of 19 holders — while 94 added to existing stakes and 122 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.2M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $25.4M sold.

  • 311 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q1 2021, up from 295 in Q4 2020.
  • Funds reported $1.13B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 40 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q1 2021 and 21 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q1 2021 was LPL Financial, an estimated $26.2M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q1 2021 was Capital Directions Investment Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2021.