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State Street SPDR S&P 600 Small Cap Growth ETF

364 hedge funds and large institutions have $1.44B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 166 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 114

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $1.32B → $1.44B (+$115M)

0.99% more ownership

Funds ownership: 60.39%61.39% (+0.99%)

1% less funds holding

Funds holding: 369364 (-5)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
364
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
5.8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
33
Increased
166
Reduced
114
Closed
28
Calls
$52K
Puts
Net Calls
+$52K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$15.2M +$984K +13,043 +7%
EWA
27
ERTS Wealth Advisors
Michigan
$14.6M +$193K +2,552 +1%
Cerity Partners
28
Cerity Partners
New York
$13.4M +$53.1K +704 +15%
CF
29
Convergence Financial
Missouri
$13.1M -$1.65M -21,824 -11%
KA
30
Klingman & Associates
New York
$13M -$47.6K -631 -0.4%
TF
31
TIAA FSB
Florida
$12.5M +$2.89M +38,363 +29%
CAG
32
Csenge Advisory Group
Florida
$12.2M +$257K +3,402 +2%
CIM
33
Confluence Investment Management
Missouri
$11.6M +$2.85M +37,834 +32%
OWA
34
Octavia Wealth Advisors
Ohio
$11.2M +$2.16M +28,650 +23%
UBS Group
35
UBS Group
Switzerland
$10.9M -$2.51M -33,313 -18%
Mariner
36
Mariner
Kansas
$10.3M -$14.9M -198,136 -59%
PAG
37
Private Advisor Group
New Jersey
$10.1M +$452K +5,986 +5%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.22M +$330K +4,371 +4%
MG
39
Mather Group
Illinois
$9.13M -$165K -2,187 -2%
FEG
40
Financial Enhancement Group
Indiana
$8.8M +$798K +10,575 +9%
SWM
41
Shakespeare Wealth Management
Wisconsin
$8.59M +$291K +3,860 +3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$8.51M +$521K +6,907 +6%
KC
43
Kades & Cheifetz
Pennsylvania
$7.68M -$12K -159 -0.2%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$7.4M -$507K -6,714 -6%
PIA
45
Perennial Investment Advisors
California
$7.39M +$7.56M +100,222 New
MOS
46
MGO One Seven
Ohio
$7.34M +$4.61M +61,106 +159%
DWM
47
Denver Wealth Management
Colorado
$7.28M -$352K -4,660 -5%
D
48
Diversified
Delaware
$7.21M +$1.81M +23,965 +32%
FFP
49
Forbes Financial Planning
Rhode Island
$7.18M +$1.85M +24,463 +34%
HighTower Advisors
50
HighTower Advisors
Illinois
$7.13M +$1.37M +18,160 +23%

SLYG Hedge Fund Activity: Q1 2023 in Review

364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q1 2023, worth a combined $1.44B — up 8.7% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SLYG positions and 28 closed out — a net gain of 5 holders — while 166 added to existing stakes and 114 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $50.7M. The largest seller was Mariner, cutting an estimated $14.9M.

  • 364 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q1 2023, down from 369 in Q4 2022.
  • Funds reported $1.44B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q1 2023, up 8.7% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q1 2023 and 28 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q1 2023 was Haverford Trust Company, an estimated $50.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q1 2023 was Mariner, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2023.