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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
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$2.04M +$1.83M +24,334 New
FIM
127
Freedom Investment Management
Connecticut
$2M +$308K +4,111 +21%
BCM
128
Barden Capital Management
Texas
$1.9M
CFA
129
Cahill Financial Advisors
Minnesota
$1.89M +$58.4K +779 +4%
SCA
130
Stillwater Capital Advisors
Pennsylvania
$1.87M +$15.2K +203 +0.9%
QC
131
Quent Capital
New York
$1.82M +$722K +9,629 +79%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.82M +$24.5K +327 +2%
BC
133
Burney Company
Virginia
$1.8M +$374K +4,980 +30%
WIA
134
World Investment Advisors
California
$1.78M +$16.4K +219 +1%
AFTS
135
American Financial & Tax Strategies
New York
$1.76M +$1.58M +21,093 New
LFG
136
Larson Financial Group
Missouri
$1.75M +$36.8K +490 +2%
DI
137
Diligent Investors
California
$1.73M -$224K -2,991 -13%
AWS
138
Atria Wealth Solutions
New York
$1.71M +$172K +2,288 +13%
TFA
139
Tobias Financial Advisors
Florida
$1.68M -$58.9K -785 -4%
LWM
140
Laidlaw Wealth Management
New York
$1.67M -$674K -8,988 -31%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$1.64M +$1.32M +17,543 +872%
CF
142
Corrigan Financial
Rhode Island
$1.63M -$1.43K -19 -0.1%
FAN
143
Financial Advisors Network
California
$1.61M -$94.3K -1,257 -6%
GFG
144
Goldstone Financial Group
Illinois
$1.61M +$471K +6,275 +48%
PHAM
145
Palisades Hudson Asset Management
Florida
$1.6M +$1.27K +17 +0.1%
CPIG
146
Chicago Partners Investment Group
Illinois
$1.56M +$304K +4,049 +27%
TPWM
147
Twelve Points Wealth Management
Massachusetts
$1.55M -$63.4K -845 -4%
IAP
148
Indie Asset Partners
Indiana
$1.54M +$1.38M +18,415 New
BEI
149
Benjamin Edwards Inc
Missouri
$1.51M +$339K +4,518 +33%
VWA
150
Visionary Wealth Advisors
Illinois
$1.5M +$515K +6,869 +62%

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.