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State Street SPDR S&P 600 Small Cap Growth ETF

427 hedge funds and large institutions have $2.02B invested in State Street SPDR S&P 600 Small Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 137 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 18

33% more capital invested

Capital invested by funds: $1.52B → $2.02B (+$495M)

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

15% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 137

12% more funds holding

Funds holding: 382427 (+45)

4.58% more ownership

Funds ownership: 61.99%66.57% (+4.6%)

Holders
427
Holders Change
+45
Holders Change %
+11.78%
% of All Funds
6.23%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.31%
New
69
Increased
158
Reduced
137
Closed
18
Calls
$151K
Puts
Net Calls
+$151K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$161M +$11.1M +147,758 +8%
Citigroup
2
Citigroup
New York
$132M +$118M +1,575,614 New
Bank of America
3
Bank of America
North Carolina
$118M +$4.22M +56,274 +4%
Financial Engines Advisors
4
Financial Engines Advisors
California
$117M -$1.32M -17,539 -1%
Ameriprise
5
Ameriprise
Minnesota
$60.1M -$1.79M -23,864 -3%
Morgan Stanley
6
Morgan Stanley
New York
$54.9M +$24M +319,622 +95%
SEIA
7
Signature Estate & Investment Advisors
California
$53.9M +$1.44M +19,131 +3%
NP
8
NorthRock Partners
Minnesota
$47.5M +$19.4M +258,343 +84%
HTC
9
Haverford Trust Company
Pennsylvania
$47.3M -$9.96M -132,823 -19%
Stifel Financial
10
Stifel Financial
Missouri
$44M +$15.4M +204,659 +64%
AssetMark Inc
11
AssetMark Inc
California
$37.1M -$848K -11,299 -2%
RA
12
Rodgers & Associates
Pennsylvania
$33.6M +$1.23M +16,350 +4%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$31M +$10.3M +136,645 +58%
TC
14
TownSquare Capital
Utah
$30.6M +$2.33M +30,991 +9%
SC
15
Savant Capital
Illinois
$28.6M -$249K -3,320 -1%
RIM
16
Redwood Investment Management
Arizona
$25M +$11.4M +151,696 +103%
Wells Fargo
17
Wells Fargo
California
$24.9M -$2.36M -31,494 -10%
FWP
18
FAS Wealth Partners
Kansas
$23.9M -$375K -5,002 -2%
KF
19
Krilogy Financial
Missouri
$21.7M -$337K -4,490 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$21.2M +$169K +2,247 +0.9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$19.6M +$11M +146,785 +167%
FPIS
22
Financial Planning & Information Services
Wisconsin
$19.5M +$1.78M +23,725 +11%
GIA
23
GHP Investment Advisors
Colorado
$18.7M +$361K +4,811 +2%
AA
24
Aire Advisors
California
$18.6M -$339K -4,525 -2%
EWA
25
ERTS Wealth Advisors
Michigan
$18.2M +$647K +8,629 +4%

SLYG Hedge Fund Activity: Q4 2023 in Review

427 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) for Q4 2023, worth a combined $2.02B — up 33% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SLYG positions and 18 closed out — a net gain of 51 holders — while 158 added to existing stakes and 137 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $118M. The largest seller was Haverford Trust Company, cutting an estimated $9.96M.

  • 427 institutional investors held State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) as of Q4 2023, up from 382 in Q3 2023.
  • Funds reported $2.02B of State Street SPDR S&P 600 Small Cap Growth ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P 600 Small Cap Growth ETF positions in Q4 2023 and 18 closed out, a net change of +51 holders.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF buyer in Q4 2023 was Citigroup, an estimated $118M added.
  • The largest State Street SPDR S&P 600 Small Cap Growth ETF seller in Q4 2023 was Haverford Trust Company, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2023.