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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$3.2M +$2.87M +38,285 New
Creative Planning
102
Creative Planning
Kansas
$3.16M -$513K -6,837 -15%
PA
103
Probity Advisors
Texas
$2.87M +$29.9K +398 +1%
KWM
104
Kingsview Wealth Management
Oregon
$2.86M -$187K -2,498 -7%
EWMCB
105
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.8M -$261K -3,485 -9%
GWM
106
Geneos Wealth Management
Colorado
$2.73M +$187K +2,487 +8%
MA
107
MONECO Advisors
Connecticut
$2.72M +$148K +1,977 +6%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$2.57M +$78.4K +1,045 +4%
HI
109
Harbour Investments
Wisconsin
$2.55M -$67.1K -895 -3%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2.54M +$807K +10,753 +55%
ARC
111
Advisor Resource Council
Texas
$2.48M +$2.23M +29,677 New
AAS
112
Ameritas Advisory Services
Nebraska
$2.46M -$126K -1,679 -5%
KOC
113
Koss-Olinger Consulting
Florida
$2.4M -$99.3K -1,323 -4%
FFN
114
Focus Financial Network
Minnesota
$2.37M +$49.7K +663 +2%
GIA
115
Gladstone Institutional Advisory
Florida
$2.31M +$38.6K +515 +2%
AO
116
Advisor OS
Illinois
$2.29M -$233K -3,109 -10%
CWM
117
CarsonAllaria Wealth Management
Illinois
$2.24M -$14.5K -193 -0.7%
BWG
118
Balanced Wealth Group
Ohio
$2.22M +$1.99M +26,571 New
MA
119
Mutual Advisors
Nebraska
$2.21M +$335K +4,470 +20%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$2.18M +$462K +6,158 +31%
SFG
121
Sage Financial Group
Pennsylvania
$2.17M +$113K +1,504 +6%
PWG
122
Portside Wealth Group
Utah
$2.14M +$106K +1,409 +6%
BA
123
Bristlecone Advisors
Washington
$2.13M +$134K +1,781 +8%
DADC
124
D.A. Davidson & Co
Montana
$2.09M -$30.2K -403 -2%
JP Morgan Chase
125
JP Morgan Chase
New York
$2.04M +$1.33M +17,678 +261%

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.