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State Street SPDR S&P 600 Small Cap Growth ETF

371 hedge funds and large institutions have $1.56B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 145 increasing their positions, 137 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more call options, than puts

Call options by funds: $100K | Put options by funds: $23K

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

8% more capital invested

Capital invested by funds: $1.44B → $1.56B (+$120M)

2% more funds holding

Funds holding: 364371 (+7)

6% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 137

0.65% more ownership

Funds ownership: 61.39%62.04% (+0.65%)

Holders
371
Holders Change
+7
Holders Change %
+1.92%
% of All Funds
5.83%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
32
Increased
145
Reduced
137
Closed
22
Calls
$100K
Puts
$23K
Net Calls
+$77K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$124M +$1.44M +19,708 +1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$110M +$2.66M +36,433 +3%
Bank of America
3
Bank of America
North Carolina
$102M +$10.7M +146,206 +12%
Ameriprise
4
Ameriprise
Minnesota
$62.5M +$10.8M +147,749 +22%
HTC
5
Haverford Trust Company
Pennsylvania
$55.3M +$3.44M +47,045 +7%
SEIA
6
Signature Estate & Investment Advisors
California
$46.8M +$2.51M +34,382 +6%
AssetMark Inc
7
AssetMark Inc
California
$33.7M +$93.1K +1,273 +0.3%
RIM
8
Redwood Investment Management
Arizona
$31.6M +$14.3M +195,478 +91%
SC
9
Savant Capital
Illinois
$30.8M +$970K +13,267 +3%
RA
10
Rodgers & Associates
Pennsylvania
$29.4M +$1.93M +26,353 +7%
TC
11
TownSquare Capital
Utah
$25.6M +$3.65M +49,939 +18%
Stifel Financial
12
Stifel Financial
Missouri
$25.3M -$5.1M -69,704 -17%
Morgan Stanley
13
Morgan Stanley
New York
$24.8M -$662K -9,055 -3%
NP
14
NorthRock Partners
Minnesota
$24.4M -$3.79M -51,880 -14%
Wells Fargo
15
Wells Fargo
California
$22.7M -$8.11M -110,876 -27%
FWP
16
FAS Wealth Partners
Kansas
$21.1M +$1.09M +14,907 +6%
KF
17
Krilogy Financial
Missouri
$20.5M +$983K +13,451 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.4M +$1.48M +20,282 +9%
TWM
19
Tradition Wealth Management
Minnesota
$18.6M -$1.11M -15,175 -6%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$18.2M -$2.91M -39,833 -14%
AA
21
Aire Advisors
California
$17.1M +$88K +1,204 +0.5%
GIA
22
GHP Investment Advisors
Colorado
$16.8M +$412K +5,634 +3%
KW
23
KWB Wealth
California
$16.7M +$238K +3,260 +2%
AWM
24
AE Wealth Management
Kansas
$16.5M +$124K +1,694 +0.8%
WWA
25
WCG Wealth Advisors
Nevada
$16.2M +$293K +4,008 +2%

SLYG Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q2 2023, worth a combined $1.56B — up 8.3% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SLYG positions and 22 closed out — a net gain of 10 holders — while 145 added to existing stakes and 137 trimmed.

The largest buyer was Redwood Investment Management, adding an estimated $14.3M. The largest seller was Wells Fargo, cutting an estimated $8.11M.

  • 371 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q2 2023, up from 364 in Q1 2023.
  • Funds reported $1.56B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
  • 32 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q2 2023 and 22 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q2 2023 was Redwood Investment Management, an estimated $14.3M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q2 2023 was Wells Fargo, an estimated $8.11M sold.

Based on aggregated 13F filings for Q2 2023.