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State Street SPDR S&P 400 Mid Cap Growth ETF

251 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 80

0.35% more ownership

Funds ownership: 67.71%68.05% (+0.35%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$17.6M)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 254251 (-3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
18
Increased
101
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Goodwin Investment Advisory
Georgia
$21K +$9.49K +122 +76%
OCM
227
Orion Capital Management
California
$20K
SAM
228
Strategic Asset Management
Minnesota
$20K +$19.9K +256 New
BWM
229
Baystate Wealth Management
Massachusetts
$19K +$78 +1 +0.4%
AF
230
Advisornet Financial
Minnesota
$18K -$30.1K -387 -62%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$544 -7 -3%
FHA
232
First Horizon Advisors
Tennessee
$14K
PWM
233
Prentice Wealth Management
New York
$14K
SWM
234
Spire Wealth Management
Virginia
$14K
PPWM
235
PFG Private Wealth Management
Florida
$14K +$14.4K +185 New
KA
236
Kozak & Associates
Colorado
$12K +$11.2K +144 New
MRCM
237
M&R Capital Management
New Jersey
$9K +$5.21K +67 +105%
CAL
238
Capital Analysts LLC
Pennsylvania
$8K
ADL
239
Asset Dedication LLC
California
$8K +$8.79K +113 New
Citigroup
240
Citigroup
New York
$5K -$116K -1,492 -96%
MAM
241
Meeder Asset Management
Ohio
$4K
GI
242
Gradient Investments
Minnesota
$3K
CAAS
243
Capital Asset Advisory Services
Michigan
$3K +$78 +1 +3%
BU
244
BBVA USA
Alabama
$2K -$12.8K -164 -87%
CMA
245
Cedar Mountain Advisors
Oregon
$2K -$3.03K -39 -59%
AAP
246
Arax Advisory Partners
Colorado
$2K
BlackRock
247
BlackRock
New York
$2K
TCM
248
Tradewinds Capital Management
Washington
$1K
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$700 +9 New
BCWM
250
Bartlett & Co Wealth Management
Ohio
$76

MDYG Hedge Fund Activity: Q3 2021 in Review

251 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2021, worth a combined $1.12B — down 1.5% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of MDYG and 18 opened new positions — a net loss of 1 holder — while 80 trimmed existing stakes and 101 added.

The largest buyer was Wellspring Financial Advisors, adding an estimated $28.2M. The largest seller was Financial Engines Advisors, cutting an estimated $29.2M.

  • 251 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2021, down from 254 in Q2 2021.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2021, down 1.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2021 and 19 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $28.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q3 2021.