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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
BW
76
BIP Wealth
Georgia
$4.99M +$372K +4,958 +9%
MWM
77
Marietta Wealth Management
Georgia
$4.75M -$98.3K -1,310 -2%
PSF
78
Pacific Sun Financial
California
$4.71M -$59K -786 -1%
EFL
79
ERn Financial LLC
Wisconsin
$4.7M -$24.8K -330 -0.6%
WP
80
WealthShield Partners
North Carolina
$4.53M +$50.9K +678 +1%
BC
81
Barrett & Company
Rhode Island
$4.41M +$76.9K +1,025 +2%
SWA
82
Strategies Wealth Advisors
Michigan
$4.4M -$147K -1,954 -4%
MBI
83
May Barnhard Investments
Maryland
$4.39M +$3.94M +52,496 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$4.35M +$1.2M +16,008 +44%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.32M -$300K -3,998 -7%
BBW
86
Blue Barn Wealth
Utah
$4.23M +$181K +2,413 +5%
FFA
87
Fragasso Financial Advisors
Pennsylvania
$4.2M +$3.77M +50,209 New
WFPG
88
Waller Financial Planning Group
Ohio
$4.16M +$11.9K +158 +0.3%
WIC
89
Whitegate Investment Counselors
New Hampshire
$4.09M -$56.5K -753 -2%
MGIA
90
Moneta Group Investment Advisors
Missouri
$4.05M -$277K -3,693 -7%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$4.01M +$547K +7,286 +18%
PFA
92
Pinnacle Family Advisors
Missouri
$3.96M +$3.55M +47,335 New
SWM
93
Spire Wealth Management
Virginia
$3.95M -$33.5K -447 -0.9%
IWS
94
Integrity Wealth Solutions
Colorado
$3.86M +$3.46M +46,145 New
SPIA
95
Steward Partners Investment Advisory
New York
$3.77M +$1.38M +18,455 +69%
Corient Private Wealth
96
Corient Private Wealth
Florida
$3.65M +$3.03M +40,344 +1,206%
PWMG
97
Prestige Wealth Management Group
New Jersey
$3.61M +$450 +6 +0%
NECFA
98
New England Capital Financial Advisors
Connecticut
$3.56M +$3.53K +47 +0.1%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.28M +$84.2K +1,122 +3%
KNFPWM
100
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.21M +$2.88M +38,339 New

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.