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State Street SPDR S&P 600 Small Cap Growth ETF

336 hedge funds and large institutions have $1.17B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 139 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 113

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

4% less capital invested

Capital invested by funds: $1.23B → $1.17B (-$53.4M)

4.31% less ownership

Funds ownership: 61.87%57.56% (-4.3%)

5% less funds holding

Funds holding: 352336 (-16)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
336
Holders Change
-16
Holders Change %
-4.55%
% of All Funds
5.79%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
17
Increased
139
Reduced
113
Closed
30
Calls
$217K
Puts
Net Calls
+$217K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$94.2M +$951K +12,666 +0.9%
LPL Financial
2
LPL Financial
California
$89.5M +$16M +213,126 +19%
Bank of America
3
Bank of America
North Carolina
$72.3M -$26.2M -349,487 -25%
SEIA
4
Signature Estate & Investment Advisors
California
$37.1M +$663K +8,830 +2%
Stifel Financial
5
Stifel Financial
Missouri
$31.9M -$3.99M -53,186 -10%
NP
6
NorthRock Partners
Minnesota
$30M -$1.54M -20,566 -4%
Ameriprise
7
Ameriprise
Minnesota
$23.4M +$5.52M +73,563 +27%
Wells Fargo
8
Wells Fargo
California
$23M +$10.6M +141,375 +72%
FWP
9
FAS Wealth Partners
Kansas
$22.3M -$8.91M -118,639 -27%
RA
10
Rodgers & Associates
Pennsylvania
$21.7M +$1.84M +24,494 +8%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$21.2M -$984K -13,108 -4%
CDIA
12
Capital Directions Investment Advisors
Georgia
$21M -$23.9M -317,950 Closed
Mariner
13
Mariner
Kansas
$20.8M +$3M +39,938 +15%
TC
14
TownSquare Capital
Utah
$17.8M +$1.09M +14,455 +6%
Morgan Stanley
15
Morgan Stanley
New York
$17.5M +$1.14M +15,203 +6%
KF
16
Krilogy Financial
Missouri
$16M +$109K +1,451 +0.6%
TWM
17
Tradition Wealth Management
Minnesota
$15.7M -$1.76M -23,396 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$14.9M +$9.37M +124,765 +134%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.5M -$1.18M -15,675 -7%
KW
20
KWB Wealth
California
$14.5M -$242K -3,220 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$13.9M +$965K +12,851 +7%
AWM
22
AE Wealth Management
Kansas
$13.8M -$512K -6,814 -3%
FPIS
23
Financial Planning & Information Services
Wisconsin
$13.5M +$1.24M +16,559 +9%
GIA
24
GHP Investment Advisors
Colorado
$13.1M +$300K +3,990 +2%
EWA
25
ERTS Wealth Advisors
Michigan
$13M +$244K +3,253 +2%

SLYG Hedge Fund Activity: Q3 2022 in Review

336 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q3 2022, worth a combined $1.17B — down 4.3% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SLYG and 17 opened new positions — a net loss of 13 holders — while 113 trimmed existing stakes and 139 added.

The largest buyer was LPL Financial, adding an estimated $16M. The largest seller was Citadel Advisors, exiting entirely with an estimated $45.2M sold.

  • 336 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q3 2022, down from 352 in Q2 2022.
  • Funds reported $1.17B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q3 2022 and 30 closed out, a net change of -13 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $16M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q3 2022 was Citadel Advisors, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2022.