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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$119K +$3.48K +59 +2%
PGAM
177
Princeton Global Asset Management
New Jersey
$114K -$115K -1,941 -44%
JP Morgan Chase
178
JP Morgan Chase
New York
$112K
IWP
179
IAG Wealth Partners
Wisconsin
$86K -$488K -8,259 -82%
HFS
180
HBC Financial Services
Washington
$78K
PMFA
181
Plante Moran Financial Advisors
Michigan
$72K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$71K +$18.5K +313 +25%
SWA
183
Sutton Wealth Advisors
Florida
$67.6K
Fidelity Investments
184
Fidelity Investments
Massachusetts
$55K -$36.4K -616 -34%
S
185
SignatureFD
Georgia
$51K -$94.5K -1,600 -59%
LAS
186
Lloyd Advisory Services
Georgia
$51K +$49.3K +835 +305%
PA
187
Parallel Advisors
California
$48K
SL
188
Salomon & Ludwin
Virginia
$48K +$1.3K +22 +2%
BWP
189
Baldwin Wealth Partners
Massachusetts
$48K +$13.2K +224 +28%
SMG
190
Spectrum Management Group
Indiana
$42K +$54.3K +920 New
EWP
191
Engrave Wealth Partners
Texas
$41K
KPCM
192
Kings Point Capital Management
New York
$40K
TAM
193
Townsend Asset Management
North Carolina
$37K +$118 +2 +0.2%
CAL
194
Capital Analysts LLC
Pennsylvania
$36K -$379K -6,428 -89%
SFS
195
Sowell Financial Services
Arkansas
$36K -$111K -1,885 -71%
BFC
196
Bedel Financial Consulting
Indiana
$35K +$118 +2 +0.3%
TL
197
TrueWealth LLC
Georgia
$33K +$42.3K +717 New
HNB
198
Huntington National Bank
Ohio
$32K
KFI
199
Key Financial Inc
Pennsylvania
$29K +$37.2K +630 New
BW
200
Bison Wealth
Georgia
$28K +$4.78K +81 +15%

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.