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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
ORL
151
Oak Root LLC
California
$1.48M +$1.33M +17,750 New
LA
152
Lane & Associates
New Jersey
$1.46M -$51.3K -684 -4%
NL
153
Navalign LLC
California
$1.44M -$251K -3,351 -16%
DSA
154
Droms Strauss Advisors
Missouri
$1.4M +$865K +11,532 +220%
CIS
155
Custom Index Systems
New York
$1.37M +$1.23M +16,430 New
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$1.37M -$92.5K -1,233 -7%
YIA
157
YHB Investment Advisors
Connecticut
$1.36M -$32.8K -437 -3%
CFGS
158
Concourse Financial Group Securities
Alabama
$1.31M +$7.73K +103 +0.7%
LC
159
LTG Capital
Massachusetts
$1.29M +$3.98K +53 +0.3%
AI
160
Atria Investments
North Carolina
$1.29M +$1.16M +15,436 New
CWM
161
Connecticut Wealth Management
Connecticut
$1.26M -$2.08M -27,780 -65%
FNWA
162
Financial Network Wealth Advisors
Utah
$1.26M +$1.13M +15,059 New
CMP
163
Courage Miller Partners
Virginia
$1.24M -$27.5K -367 -2%
TW
164
TritonPoint Wealth
Maryland
$1.24M +$1.11M +14,800 New
FAIM
165
Financial Advocates Investment Management
Washington
$1.21M -$74K -986 -6%
IRC
166
Investors Research Corp
Georgia
$1.2M -$2.18K -29 -0.2%
TWP
167
Total Wealth Planning
Ohio
$1.19M -$27.5K -366 -3%
IWM
168
IHT Wealth Management
Illinois
$1.17M +$181K +2,415 +21%
IP
169
Ignite Planners
California
$1.16M +$240K +3,201 +30%
CTC
170
Central Trust Company
Missouri
$1.15M -$94.9K -1,265 -8%
RJA
171
Raymond James & Associates
Florida
$1.14M +$128K +1,700 +14%
PIFP
172
Partners in Financial Planning
Virginia
$1.14M -$264K -3,523 -21%
GP
173
Girard Partners
Pennsylvania
$1.11M +$119K +1,589 +14%
AAS
174
Avantax Advisory Services
Texas
$1.1M -$206K -2,747 -17%
TC
175
TAGStone Capital
North Carolina
$1.05M +$63.7K +849 +7%

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.