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State Street SPDR S&P 600 Small Cap Growth ETF

427 hedge funds and large institutions have $2.02B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 18

33% more capital invested

Capital invested by funds: $1.52B → $2.02B (+$495M)

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

15% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 137

12% more funds holding

Funds holding: 382427 (+45)

4.58% more ownership

Funds ownership: 61.99%66.57% (+4.6%)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
69
Increased
158
Reduced
137
Closed
18
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Convergence Financial
Missouri
$17.9M -$355K -4,737 -2%
AWM
27
AE Wealth Management
Kansas
$17.6M -$674K -8,982 -4%
EH
28
Equitable Holdings
New York
$17.6M +$1.98M +26,357 +14%
KW
29
KWB Wealth
California
$17.6M -$352K -4,686 -2%
CIM
30
Confluence Investment Management
Missouri
$16.9M +$5.9M +78,637 +64%
WWA
31
WCG Wealth Advisors
Nevada
$16.2M -$2.34M -31,250 -14%
FNT
32
First National Trust
Pennsylvania
$15.6M -$1.43M -19,097 -9%
Mariner
33
Mariner
Kansas
$15M +$1.37M +18,290 +11%
CAG
34
Csenge Advisory Group
Florida
$15M +$94.2K +1,256 +0.7%
KA
35
Klingman & Associates
New York
$14.9M +$767K +10,227 +6%
OWA
36
Octavia Wealth Advisors
Ohio
$14.8M +$434K +5,785 +3%
UBS Group
37
UBS Group
Switzerland
$14.6M +$1.37M +18,246 +12%
CAN
38
Cetera Advisor Networks
California
$14M +$927K +12,352 +8%
Osaic Holdings
39
Osaic Holdings
Arizona
$13.5M -$494K -6,579 -4%
PAG
40
Private Advisor Group
New Jersey
$12.1M -$208K -2,774 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$11.8M +$1.09M +14,489 +11%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$11.1M -$357K -4,754 -3%
SWM
43
Shakespeare Wealth Management
Wisconsin
$10.8M +$344K +4,584 +4%
MG
44
Mather Group
Illinois
$10.6M +$210K +2,805 +2%
SA
45
Strategic Advocates
Utah
$10.6M -$825K -10,992 -8%
HighTower Advisors
46
HighTower Advisors
Illinois
$9.97M +$2.01M +26,836 +29%
TWM
47
Tradition Wealth Management
Minnesota
$9.96M -$9.36M -124,703 -51%
ORG
48
Optimist Retirement Group
Washington
$9.83M +$8.82M +117,588 New
Truist Financial
49
Truist Financial
North Carolina
$9.19M +$818K +10,907 +11%
KC
50
Kades & Cheifetz
Pennsylvania
$8.49M -$94.6K -1,261 -1%

SLYG Hedge Fund Activity: Q4 2023 in Review

427 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2023, worth a combined $2.02B — up 33% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SLYG positions and 18 closed out — a net gain of 51 holders — while 158 added to existing stakes and 137 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $118M. The largest seller was Haverford Trust Company, cutting an estimated $9.96M.

  • 427 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2023, up from 382 in Q3 2023.
  • Funds reported $2.02B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2023 and 18 closed out, a net change of +51 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $118M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2023 was Haverford Trust Company, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2023.