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State Street SPDR S&P 600 Small Cap Growth ETF

382 hedge funds and large institutions have $1.52B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $139K | Put options by funds: $29K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

25% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 126

3% more funds holding

Funds holding: 371382 (+11)

0.04% less ownership

Funds ownership: 62.04%61.99% (-0.04%)

2% less capital invested

Capital invested by funds: $1.56B → $1.52B (-$37.4M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
6.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
41
Increased
158
Reduced
126
Closed
23
Calls
$139K
Puts
$29K
Net Calls
+$110K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
World Investment Advisors
California
$1.54M +$21.2K +275 +1%
TFA
127
Tobias Financial Advisors
Florida
$1.53M -$91.3K -1,184 -5%
NL
128
Navalign LLC
California
$1.51M +$17.7K +230 +1%
FAN
129
Financial Advisors Network
California
$1.51M +$1.58M +20,557 New
LFG
130
Larson Financial Group
Missouri
$1.5M +$131K +1,697 +9%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$1.46M +$230K +2,979 +18%
FIM
132
Freedom Investment Management
Connecticut
$1.45M -$9.64K -125 -0.6%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.44M +$1.51M +19,626 New
CF
134
Corrigan Financial
Rhode Island
$1.43M -$12.6K -164 -0.8%
TPWM
135
Twelve Points Wealth Management
Massachusetts
$1.42M -$139K -1,805 -9%
PHAM
136
Palisades Hudson Asset Management
Florida
$1.4M -$55.7K -723 -4%
AWS
137
Atria Wealth Solutions
New York
$1.33M -$294K -3,819 -17%
LA
138
Lane & Associates
New Jersey
$1.33M -$117K -1,520 -8%
BTWM
139
Baker Tilly Wealth Management
Wisconsin
$1.29M -$77.1K -1,000 -5%
PIFP
140
Partners in Financial Planning
Virginia
$1.25M -$25.6K -332 -2%
YIA
141
YHB Investment Advisors
Connecticut
$1.23M -$136K -1,766 -10%
BC
142
Burney Company
Virginia
$1.21M +$101K +1,304 +9%
AAS
143
Avantax Advisory Services
Texas
$1.17M +$216K +2,800 +21%
CFGS
144
Concourse Financial Group Securities
Alabama
$1.14M +$14K +181 +1%
LC
145
LTG Capital
Massachusetts
$1.13M +$540 +7 +0%
FAIM
146
Financial Advocates Investment Management
Washington
$1.12M +$224K +2,903 +23%
CMP
147
Courage Miller Partners
Virginia
$1.11M +$72.4K +939 +7%
CTC
148
Central Trust Company
Missouri
$1.1M -$114K -1,473 -9%
TWP
149
Total Wealth Planning
Ohio
$1.07M -$10.7K -139 -0.9%
IRC
150
Investors Research Corp
Georgia
$1.06M -$53.7K -696 -5%

SLYG Hedge Fund Activity: Q3 2023 in Review

382 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q3 2023, worth a combined $1.52B — down 2.4% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLYG positions and 23 closed out — a net gain of 18 holders — while 158 added to existing stakes and 126 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.8M. The largest seller was Redwood Investment Management, cutting an estimated $20.3M.

  • 382 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q3 2023, up from 371 in Q2 2023.
  • Funds reported $1.52B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q3 2023, down 2.4% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q3 2023 and 23 closed out, a net change of +18 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q3 2023 was LPL Financial, an estimated $12.8M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q3 2023 was Redwood Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q3 2023.