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State Street SPDR S&P 600 Small Cap Growth ETF

382 hedge funds and large institutions have $1.52B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $139K | Put options by funds: $29K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

25% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 126

3% more funds holding

Funds holding: 371382 (+11)

0.04% less ownership

Funds ownership: 62.04%61.99% (-0.04%)

2% less capital invested

Capital invested by funds: $1.56B → $1.52B (-$37.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
6.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
41
Increased
158
Reduced
126
Closed
23
Calls
$139K
Puts
$29K
Net Calls
+$110K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
26
Financial Planning & Information Services
Wisconsin
$15.3M -$3.55K -46 -0%
EWA
27
ERTS Wealth Advisors
Michigan
$15.3M +$63.8K +828 +0.4%
FNT
28
First National Trust
Pennsylvania
$15M +$407K +5,281 +3%
EH
29
Equitable Holdings
New York
$13.5M +$664K +8,610 +5%
CAG
30
Csenge Advisory Group
Florida
$13M +$146K +1,891 +1%
OWA
31
Octavia Wealth Advisors
Ohio
$12.5M +$609K +7,896 +5%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.3M +$433K +5,621 +3%
KA
33
Klingman & Associates
New York
$12.3M -$613K -7,950 -5%
Mariner
34
Mariner
Kansas
$11.8M +$1.25M +16,174 +11%
UBS Group
35
UBS Group
Switzerland
$11.4M +$724K +9,386 +6%
CAN
36
Cetera Advisor Networks
California
$11.4M +$4.96M +64,371 +71%
PAG
37
Private Advisor Group
New Jersey
$10.8M -$182K -2,367 -2%
RIM
38
Redwood Investment Management
Arizona
$10.8M -$20.3M -263,709 -64%
SA
39
Strategic Advocates
Utah
$10.1M +$10.6M +137,946 New
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$10.1M +$10.6M +137,671 New
FEG
41
Financial Enhancement Group
Indiana
$9.34M +$57.7K +749 +0.6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.3M -$1.41M -18,279 -13%
MG
43
Mather Group
Illinois
$9.11M +$534K +6,926 +6%
SWM
44
Shakespeare Wealth Management
Wisconsin
$9.1M +$136K +1,762 +1%
CIM
45
Confluence Investment Management
Missouri
$9.01M +$163K +2,120 +2%
KC
46
Kades & Cheifetz
Pennsylvania
$7.53M -$93.2K -1,209 -1%
D
47
Diversified
Delaware
$7.43M +$23.2K +301 +0.3%
Truist Financial
48
Truist Financial
North Carolina
$7.25M +$146K +1,895 +2%
FFP
49
Forbes Financial Planning
Rhode Island
$7.19M +$65.6K +851 +0.9%
DWM
50
Denver Wealth Management
Colorado
$7.14M +$75.4K +978 +1%

SLYG Hedge Fund Activity: Q3 2023 in Review

382 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q3 2023, worth a combined $1.52B — down 2.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLYG positions and 23 closed out — a net gain of 18 holders — while 158 added to existing stakes and 126 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.8M. The largest seller was Redwood Investment Management, cutting an estimated $20.3M.

  • 382 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q3 2023, up from 371 in Q2 2023.
  • Funds reported $1.52B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q3 2023 and 23 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q3 2023 was LPL Financial, an estimated $12.8M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q3 2023 was Redwood Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2023.