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State Street SPDR S&P 600 Small Cap Growth ETF

309 hedge funds and large institutions have $1.21B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 123 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 95

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $1.13B → $1.21B (+$76.4M)

1.69% more ownership

Funds ownership: 51.02%52.71% (+1.7%)

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

1% less funds holding

Funds holding: 311309 (-2)

Holders
309
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
5.38%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
25
Increased
123
Reduced
95
Closed
24
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
$114M +$2.33M +26,718 +2%
Financial Engines Advisors
2
Financial Engines Advisors
California
$87.7M +$9.65M +110,752 +13%
LPL Financial
3
LPL Financial
California
$72.3M -$4.87M -55,897 -6%
NP
4
NorthRock Partners
Minnesota
$47.1M +$868K +9,965 +2%
Stifel Financial
5
Stifel Financial
Missouri
$43.9M -$2.63M -30,226 -6%
FWP
6
FAS Wealth Partners
Kansas
$42.3M +$2.73M +31,290 +7%
SEIA
7
Signature Estate & Investment Advisors
California
$40.8M +$4.61M +52,893 +13%
CDIA
8
Capital Directions Investment Advisors
Georgia
$28.9M +$28.4M +325,509 New
UBS Group
9
UBS Group
Switzerland
$28.6M +$393K +4,508 +1%
RIM
10
Redwood Investment Management
Arizona
$23.7M +$8.11M +93,095 +54%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$22.7M -$1.61M -18,526 -7%
Wells Fargo
12
Wells Fargo
California
$22.3M +$2.11M +24,195 +11%
KF
13
Krilogy Financial
Missouri
$21.3M +$959K +11,007 +5%
AssetMark Inc
14
AssetMark Inc
California
$20M +$1.16M +13,317 +6%
RA
15
Rodgers & Associates
Pennsylvania
$20M -$18.6K -213 -0.1%
TC
16
TownSquare Capital
Utah
$17.4M +$2.77M +31,790 +19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$16.9M +$16.6M +190,898 New
Morgan Stanley
18
Morgan Stanley
New York
$16.4M -$1.4M -16,119 -8%
GIA
19
GHP Investment Advisors
Colorado
$15.7M +$97.8K +1,122 +0.6%
KW
20
KWB Wealth
California
$14.8M -$77.6K -890 -0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$14.7M +$1.12M +12,864 +8%
EWA
22
ERTS Wealth Advisors
Michigan
$14.1M -$4.38M -50,273 -24%
IWM
23
IHT Wealth Management
Illinois
$14M +$1.12M +12,836 +9%
WIA
24
World Investment Advisors
California
$13.9M +$6.71M +77,002 +96%
KA
25
Klingman & Associates
New York
$13.4M -$70.6K -810 -0.5%

SLYG Hedge Fund Activity: Q2 2021 in Review

309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q2 2021, worth a combined $1.21B — up 6.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SLYG positions and 24 closed out — a net gain of 1 holder — while 123 added to existing stakes and 95 trimmed.

The largest buyer was Capital Directions Investment Advisors, opening a new position worth an estimated $28.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $13.5M.

  • 309 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q2 2021, down from 311 in Q1 2021.
  • Funds reported $1.21B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 25 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q2 2021 and 24 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q2 2021 was Capital Directions Investment Advisors, an estimated $28.4M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q2 2021 was Tradewinds Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2021.