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State Street SPDR S&P 600 Small Cap Growth ETF

311 hedge funds and large institutions have $1.13B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 122 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $1B → $1.13B (+$130M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 295311 (+16)

0.43% less ownership

Funds ownership: 51.45%51.02% (-0.43%)

23% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 122

Holders
311
Holders Change
+16
Holders Change %
+5.42%
% of All Funds
5.46%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
40
Increased
94
Reduced
122
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$108M -$23.8M -279,361 -18%
Financial Engines Advisors
2
Financial Engines Advisors
California
$75.3M -$12.2M -143,751 -14%
LPL Financial
3
LPL Financial
California
$74.8M +$26.2M +308,020 +55%
Stifel Financial
4
Stifel Financial
Missouri
$45M +$10.2M +120,262 +30%
NP
5
NorthRock Partners
Minnesota
$44.7M +$1.17M +13,701 +3%
FWP
6
FAS Wealth Partners
Kansas
$38.2M +$799K +9,399 +2%
SEIA
7
Signature Estate & Investment Advisors
California
$34.9M -$1.74M -20,471 -5%
UBS Group
8
UBS Group
Switzerland
$27.2M +$6.99M +82,220 +35%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$23.5M +$6.7M +78,737 +40%
TCM
10
Tradewinds Capital Management
Washington
$22.8M +$22.6M +265,690 +948,893%
KF
11
Krilogy Financial
Missouri
$19.7M -$895K -10,522 -4%
Wells Fargo
12
Wells Fargo
California
$19.5M +$1.74M +20,482 +10%
RA
13
Rodgers & Associates
Pennsylvania
$19.4M -$2.8M -32,892 -13%
AssetMark Inc
14
AssetMark Inc
California
$18.2M -$5.15M -60,574 -22%
EWA
15
ERTS Wealth Advisors
Michigan
$17.9M -$1.04M -12,185 -6%
Morgan Stanley
16
Morgan Stanley
New York
$17.2M +$1.07M +12,540 +7%
MCC
17
Money Concepts Capital
Florida
$16.3M +$16.2M +190,179 New
GIA
18
GHP Investment Advisors
Colorado
$15.1M -$247K -2,908 -2%
RIM
19
Redwood Investment Management
Arizona
$14.9M -$221K -2,594 -1%
KW
20
KWB Wealth
California
$14.9M +$1.62M +19,088 +12%
CWM
21
Connecticut Wealth Management
Connecticut
$14.5M +$13.6M +160,180 New
TC
22
TownSquare Capital
Utah
$14.4M -$2.15M -25,339 -13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.1M +$3.23M +37,967 +33%
KA
24
Klingman & Associates
New York
$13M -$145K -1,707 -1%
CIM
25
Confluence Investment Management
Missouri
$12.7M +$2.54M +29,861 +25%

SLYG Hedge Fund Activity: Q1 2021 in Review

311 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q1 2021, worth a combined $1.13B — up 13% from $1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SLYG positions and 21 closed out — a net gain of 19 holders — while 94 added to existing stakes and 122 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.2M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $25.4M sold.

  • 311 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q1 2021, up from 295 in Q4 2020.
  • Funds reported $1.13B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 40 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q1 2021 and 21 closed out, a net change of +19 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q1 2021 was LPL Financial, an estimated $26.2M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q1 2021 was Capital Directions Investment Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2021.