We are live on ! Find out more
SLYG icon

State Street SPDR S&P 600 Small Cap Growth ETF

245 hedge funds and large institutions have $683M invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.5% more ownership

Funds ownership: 49.11%51.61% (+2.5%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

8% less funds holding

Funds holding: 266245 (-21)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

29% less capital invested

Capital invested by funds: $958M → $683M (-$275M)

36% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 45

Holders
245
Holders Change
-21
Holders Change %
-7.89%
% of All Funds
5.4%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
29
Increased
88
Reduced
95
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Argent Wealth Management
Massachusetts
$1.43M +$644K +10,914 +53%
IA
77
IFP Advisors
Florida
$1.41M -$96.9K -1,641 -5%
PA
78
Probity Advisors
Texas
$1.32M +$32.7K +554 +2%
GRP
79
Global Retirement Partners
California
$1.24M +$44.3K +750 +3%
SCA
80
Stillwater Capital Advisors
Pennsylvania
$1.13M +$19.8K +336 +1%
VDFA
81
Vickerman & Driscoll Financial Advisors
Washington
$1.11M -$1.61M -27,238 -53%
AIC
82
Ameritas Investment Company
Nebraska
$1.09M +$54.1K +916 +4%
V
83
Veritable
Delaware
$1.05M +$612K +10,363 +84%
CF
84
Corrigan Financial
Rhode Island
$1.04M -$13.5K -228 -1%
TWP
85
Total Wealth Planning
Ohio
$963K +$34.5K +584 +3%
CAN
86
Cetera Advisor Networks
California
$940K +$175K +2,967 +17%
FAAS
87
First Allied Advisory Services
California
$918K +$177K +2,993 +18%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$874K
OCM
89
One Capital Management
California
$839K +$165K +2,800 +18%
TRCT
90
Tower Research Capital (TRC)
New York
$830K +$628K +10,643 +145%
CFA
91
Cahill Financial Advisors
Minnesota
$815K +$365K +6,178 +54%
AWM
92
Avior Wealth Management
Nebraska
$806K +$485K +8,213 +89%
GP
93
Girard Partners
Pennsylvania
$798K -$84.4K -1,429 -8%
SMFS
94
Squar Milner Financial Services
California
$792K -$424K -7,178 -29%
BPA
95
Beacon Pointe Advisors
California
$752K +$162K +2,750 +20%
WA
96
Wambolt & Associates
Colorado
$736K -$8.03K -136 -0.8%
DI
97
Diligent Investors
California
$713K +$146K +2,479 +19%
FVWA
98
Foster Victor Wealth Advisors
South Carolina
$705K +$889K +15,054 New
FWM
99
Foresight Wealth Management
Utah
$698K +$26K +441 +3%
HighTower Advisors
100
HighTower Advisors
Illinois
$682K -$21.5M -364,895 -96%

SLYG Hedge Fund Activity: Q1 2020 in Review

245 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q1 2020, worth a combined $683M — down 29% from $958M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SLYG and 29 opened new positions — a net loss of 16 holders — while 95 trimmed existing stakes and 88 added.

The largest buyer was Stifel Financial, adding an estimated $20.7M. The largest seller was HighTower Advisors, cutting an estimated $21.5M.

  • 245 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q1 2020, down from 266 in Q4 2019.
  • Funds reported $683M of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q1 2020, down 29% quarter-over-quarter.
  • 29 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q1 2020 and 45 closed out, a net change of -16 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q1 2020 was Stifel Financial, an estimated $20.7M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q1 2020 was HighTower Advisors, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2020.