We are live on ! Find out more
SLYG icon

State Street SPDR S&P 600 Small Cap Growth ETF

352 hedge funds and large institutions have $1.23B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 108

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7.25% more ownership

Funds ownership: 54.63%61.87% (+7.2%)

0% less capital invested

Capital invested by funds: $1.23B → $1.23B (-$1.43M)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

1% less funds holding

Funds holding: 356352 (-4)

Holders
352
Holders Change
-4
Holders Change %
-1.12%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
36
Increased
147
Reduced
108
Closed
37
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
ERTS Wealth Advisors
Michigan
$13.2M +$333K +4,384 +2%
FPIS
27
Financial Planning & Information Services
Wisconsin
$12.8M +$2.88M +37,894 +26%
WWA
28
WCG Wealth Advisors
Nevada
$12.7M +$13.7M +180,004 New
IA
29
IFP Advisors
Florida
$12.2M
KA
30
Klingman & Associates
New York
$11.9M +$290K +3,823 +2%
AA
31
Aire Advisors
California
$11.8M +$2.23M +29,315 +21%
FNT
32
First National Trust
Pennsylvania
$11.5M +$3.42M +45,086 +38%
CIM
33
Confluence Investment Management
Missouri
$11.5M +$135K +1,778 +1%
SPF
34
Steven Patrick Farmer
$11.5M +$12.3M +162,672 New
UBS Group
35
UBS Group
Switzerland
$11M +$220K +2,902 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$10.6M -$296K -3,895 -3%
OWA
37
Octavia Wealth Advisors
Ohio
$8.34M +$355K +4,677 +4%
TF
38
TIAA FSB
Florida
$8.32M +$2.48M +32,629 +38%
SWM
39
Sugarloaf Wealth Management
Georgia
$7.75M +$8.35M +109,945 New
CAN
40
Cetera Advisor Networks
California
$7.43M +$602K +7,936 +8%
SWM
41
Shakespeare Wealth Management
Wisconsin
$6.97M +$395K +5,210 +6%
CAG
42
Csenge Advisory Group
Florida
$6.81M +$7.33M +96,593 New
MG
43
Mather Group
Illinois
$6.61M +$2.19M +28,850 +44%
Osaic Holdings
44
Osaic Holdings
Arizona
$6.58M -$666K -8,773 -9%
APP
45
Avantax Planning Partners
Iowa
$6.49M +$2.49M +32,758 +55%
SFM
46
Signet Financial Management
New Jersey
$6.46M +$86.1K +1,135 +1%
MML Investors Services
47
MML Investors Services
Massachusetts
$6.27M +$1.79M +23,584 +36%
ML
48
McAdam LLC
Pennsylvania
$6M +$852K +11,221 +15%
CWM
49
Connecticut Wealth Management
Connecticut
$5.84M -$17.1K -225 -0.3%
RRWA
50
Rainey & Randall Wealth Advisors
Florida
$5.81M -$474K -6,241 -7%