We are live on ! Find out more
SLYG icon

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
FFP
51
Forbes Financial Planning
Rhode Island
$8.46M +$230K +3,072 +3%
DWM
52
Denver Wealth Management
Colorado
$8.08M -$62.4K -832 -0.9%
RRWA
53
Rainey & Randall Wealth Advisors
Florida
$7.91M +$378K +5,044 +6%
JFA
54
JNBA Financial Advisors
Minnesota
$7.8M +$722K +9,618 +12%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$7.61M +$389K +5,182 +6%
PIA
56
Perennial Investment Advisors
California
$7.48M +$9.6K +128 +0.1%
APP
57
Avantax Planning Partners
Iowa
$7.46M -$38.3K -511 -0.6%
FC
58
Financial Consulate
Maryland
$7.31M +$391K +5,212 +6%
SFM
59
Signet Financial Management
New Jersey
$7.18M -$260K -3,468 -4%
GFWA
60
Grey Fox Wealth Advisors
Delaware
$7.15M +$724K +9,655 +13%
EFG
61
Ethos Financial Group
Pennsylvania
$6.76M +$6.07M +80,865 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$6.53M +$218K +2,910 +4%
LFAS
63
Level Four Advisory Services
Texas
$6.36M +$143K +1,912 +3%
ML
64
McAdam LLC
Pennsylvania
$6.3M +$4.35K +58 +0.1%
FSG
65
Financial Strategies Group
Michigan
$6M +$16K +213 +0.3%
LWM
66
Ledge Wealth Management
Minnesota
$5.92M +$2.39M +31,824 +82%
FSA
67
Financial Security Advisor
Virginia
$5.7M -$164K -2,191 -3%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$5.65M -$1.61M -21,406 -24%
KFI
69
Key Financial Inc
Pennsylvania
$5.61M +$429K +5,719 +9%
D
70
Diversified
Delaware
$5.58M -$2.61M -34,727 -34%
SWP
71
Stratos Wealth Partners
Ohio
$5.56M +$308K +4,101 +7%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$5.23M +$728K +9,703 +18%
M&T Bank
73
M&T Bank
New York
$5.17M -$966K -12,881 -17%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$5.13M -$1.33M -17,666 -22%
Charles Schwab
75
Charles Schwab
California
$5.03M -$497K -6,630 -10%

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.