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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
AFAS
151
Acorn Financial Advisory Services
Virginia
$276K +$590 +10 +0.2%
BA
152
Bristlecone Advisors
Washington
$262K -$38.4K -650 -10%
IFWM
153
Institute for Wealth Management
Colorado
$261K +$7.73K +131 +2%
JC
154
Jentner Corp
Ohio
$260K -$33.8K -573 -9%
BFM
155
Broadview Financial Management
Wisconsin
$254K +$37.3K +631 +13%
WFA
156
Wellspring Financial Advisors
Ohio
$249K +$319K +5,397 New
WWM
157
WT Wealth Management
Arizona
$247K +$15.9K +269 +5%
VFA
158
Voya Financial Advisors
Connecticut
$234K -$912K -15,451 -75%
9WM
159
9258 Wealth Management
Ohio
$234K
OAM
160
Occidental Asset Management
California
$232K -$6.79K -115 -2%
PP
161
Prudential plc
United Kingdom
$231K -$70.8K -1,200 -19%
GWM
162
Geneos Wealth Management
Colorado
$228K -$65.6K -1,112 -18%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$221K -$24.1K -409 -8%
5L
164
55I LLC
Massachusetts
$217K +$256K +4,344 New
MWM
165
Meridian Wealth Management
Kentucky
$213K +$273K +4,627 New
SPI
166
Santori & Peters Inc
Pennsylvania
$211K -$14.1K -239 -5%
FHA
167
Flagship Harbor Advisors
Massachusetts
$210K -$179K -3,038 -40%
SWA
168
Stratos Wealth Advisors
Ohio
$195K -$738K -12,505 -75%
JGIA
169
Jackson Grant Investment Advisers
Connecticut
$191K -$8.44K -143 -3%
Citigroup
170
Citigroup
New York
$166K -$17.7M -299,160 -99%
JFA
171
JNBA Financial Advisors
Minnesota
$158K +$202K +3,420 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$156K +$14.3K +242 +8%
BWM
173
BerganKDV Wealth Management
Minnesota
$132K
CIAS
174
Capital Investment Advisory Services
North Carolina
$128K -$5.9K -100 -3%
GT
175
Glenmede Trust
Pennsylvania
$123K

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.