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State Street SPDR S&P 600 Small Cap Growth ETF

266 hedge funds and large institutions have $958M invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 21

36% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 78

14% more funds holding

Funds holding: 234266 (+32)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less capital invested

Capital invested by funds: $983M → $958M (-$25.5M)

3.01% less ownership

Funds ownership: 52.12%49.11% (-3%)

Holders
266
Holders Change
+32
Holders Change %
+13.68%
% of All Funds
5.24%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
55
Increased
106
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Prestige Wealth Management Group
New Jersey
$291K +$555 +9 +0.2%
IAN
177
Integrated Advisors Network
Texas
$290K +$277K +4,489 New
FAIM
178
Financial Advocates Investment Management
Washington
$283K +$270K +4,381 New
JGIA
179
Jackson Grant Investment Advisers
Connecticut
$276K -$168K -2,718 -39%
MWP
180
MYCIO Wealth Partners
Pennsylvania
$273K +$370 +6 +0.1%
SIA
181
Starfire Investment Advisers
Michigan
$267K +$617 +10 +0.2%
CCFM
182
Clear Creek Financial Management
Washington
$257K -$19.4K -315 -7%
CCA
183
Clearwater Capital Advisors
Illinois
$255K -$6.79K -110 -3%
CCM
184
Coldstream Capital Management
Washington
$250K -$84.4K -1,367 -26%
VFM
185
Vivid Financial Management
California
$240K +$227K +3,682 New
IWM
186
IHT Wealth Management
Illinois
$236K -$5.62K -91 -2%
CA
187
Cetera Advisors
Colorado
$232K +$222K +3,593 New
MS
188
Madden Securities
Texas
$232K +$222K +3,600 New
C1AG
189
Client 1st Advisory Group
Florida
$220K +$210K +3,406 New
PWS
190
Paragon Wealth Strategies
Florida
$213K +$204K +3,303 New
FIM
191
Fernwood Investment Management
Massachusetts
$205K +$196K +3,177 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$203K -$37.1K -601 -16%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$203K +$189K +3,070 +3,838%
CIAS
194
Capital Investment Advisory Services
North Carolina
$185K -$49.3K -799 -22%
BWM
195
BerganKDV Wealth Management
Minnesota
$184K +$95.7K +1,550 +119%
TFA
196
Tobias Financial Advisors
Florida
$181K +$174K +2,814 New
JAWM
197
J. Arnold Wealth Management
Ohio
$176K +$169K +2,731 New
S
198
SignatureFD
Georgia
$174K +$149K +2,415 +863%
SFS
199
Sowell Financial Services
Arkansas
$172K -$133K -2,158 -45%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$163K +$11.8K +192 +8%

SLYG Hedge Fund Activity: Q4 2019 in Review

266 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2019, worth a combined $958M — down 2.6% from $983M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SLYG positions and 21 closed out — a net gain of 34 holders — while 106 added to existing stakes and 78 trimmed.

The largest buyer was Citigroup, adding an estimated $18.5M. The largest seller was Envestnet Asset Management, cutting an estimated $97.3M.

  • 266 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2019, up from 234 in Q3 2019.
  • Funds reported $958M of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2019, down 2.6% quarter-over-quarter.
  • 55 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2019 and 21 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2019 was Citigroup, an estimated $18.5M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2019.