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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$6.89M +$1.63M +21,576 +30%
Truist Financial
52
Truist Financial
North Carolina
$6.8M +$390K +5,175 +6%
APP
53
Avantax Planning Partners
Iowa
$6.77M -$41.7K -553 -0.6%
SFM
54
Signet Financial Management
New Jersey
$6.76M +$180K +2,390 +3%
MML Investors Services
55
MML Investors Services
Massachusetts
$6.71M -$16.5K -219 -0.2%
M&T Bank
56
M&T Bank
New York
$6.62M -$372K -4,924 -5%
CAN
57
Cetera Advisor Networks
California
$6.44M +$13.6K +180 +0.2%
EH
58
Equitable Holdings
New York
$6.43M +$764K +10,123 +13%
RRWA
59
Rainey & Randall Wealth Advisors
Florida
$6.28M -$120K -1,596 -2%
ML
60
McAdam LLC
Pennsylvania
$5.7M +$247K +3,274 +4%
CWM
61
Connecticut Wealth Management
Connecticut
$5.21M -$862K -11,425 -14%
FC
62
Financial Consulate
Maryland
$5.19M +$836K +11,079 +19%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$5.02M -$165K -2,190 -3%
EFL
64
ERn Financial LLC
Wisconsin
$4.67M +$101K +1,339 +2%
FSG
65
Financial Strategies Group
Michigan
$4.38M +$158K +2,089 +4%
PFPT
66
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.18M +$2.41K +32 +0.1%
JFA
67
JNBA Financial Advisors
Minnesota
$3.99M +$1.58M +20,918 +63%
SWA
68
Strategies Wealth Advisors
Michigan
$3.92M +$44.2K +586 +1%
BC
69
Barrett & Company
Rhode Island
$3.88M -$56.2K -745 -1%
MWM
70
Marietta Wealth Management
Georgia
$3.82M +$177K +2,340 +5%
MGIA
71
Moneta Group Investment Advisors
Missouri
$3.79M +$444K +5,878 +13%
KFI
72
Key Financial Inc
Pennsylvania
$3.72M +$598K +7,920 +19%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$3.64M +$3.72M +49,360 New
WFPG
74
Waller Financial Planning Group
Ohio
$3.59M -$982K -13,014 -21%
WIC
75
Whitegate Investment Counselors
New Hampshire
$3.56M +$2.51M +33,211 +221%

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.