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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Curi Wealth Management
North Carolina
$27K +$25.3K +396 New
ACA
227
Aptus Capital Advisors
Alabama
$24K +$8.32K +130 +58%
PB
228
Pinnacle Bancorp
Nebraska
$23K +$4.93K +77 +30%
PMFA
229
Plante Moran Financial Advisors
Michigan
$21K
OCM
230
Orion Capital Management
California
$19K +$17.3K +270 New
FCMT
231
Founders Capital Management (Texas)
Texas
$19K +$17.5K +274 New
BWM
232
Baystate Wealth Management
Massachusetts
$18K +$64 +1 +0.4%
AssetMark Inc
233
AssetMark Inc
California
$12K -$15.8K -247 -58%
FFW
234
Fusion Family Wealth
New York
$6K
GI
235
Gradient Investments
Minnesota
$6K
SFS
236
Sowell Financial Services
Arkansas
$6K
CMA
237
Cedar Mountain Advisors
Oregon
$5K
VFA
238
Valeo Financial Advisors
Indiana
$4K -$5.7K -89 -63%
MRCM
239
M&R Capital Management
New Jersey
$4K
TCM
240
Tradewinds Capital Management
Washington
$3K +$2.56K +40 +500%
AAP
241
Arax Advisory Partners
Colorado
$2K
HFA
242
Hoover Financial Advisors
Pennsylvania
$2K
BlackRock
243
BlackRock
New York
$1K
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
$1K
FGAM
245
Financial Gravity Asset Management
Texas
$1K +$576 +9 New
Citadel Advisors
246
Citadel Advisors
Florida
-$2.88M -50,194 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$2.85M -49,597 Closed
Cerity Partners
248
Cerity Partners
New York
-$784K -13,658 Closed
Jane Street
249
Jane Street
New York
-$407K -7,098 Closed
TI
250
tru Independence
Oregon
-$222K -3,866 Closed

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.