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State Street SPDR S&P 400 Mid Cap Growth ETF

44 hedge funds and large institutions have $57.2M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 4344 (+1)

1% more capital invested

Capital invested by funds: $56.7M → $57.2M (+$475K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.58% less ownership

Funds ownership: 80.32%78.73% (-1.6%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
18
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Arrow Financial
New York
$148K
Creative Planning
27
Creative Planning
Kansas
$125K
BWA
28
Burt Wealth Advisors
Maryland
$115K +$103K +2,667 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$111K +$14.4K +375 +15%
OIA
30
Optimum Investment Advisors
Illinois
$83K
GT
31
Glenmede Trust
Pennsylvania
$71K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$63K -$367K -9,555 -86%
FHA
33
First Horizon Advisors
Tennessee
$53K +$51.6K +1,341 New
AIG
34
American International Group
New York
$45.9K
AWM
35
Avior Wealth Management
Nebraska
$44K +$231 +6 +0.5%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$20K
MCM
37
Manchester Capital Management
Vermont
$19K +$18.9K +492 New
NPC
38
National Planning Corporation
California
$17.7K +$17.4K +453 New
CP
39
Corbenic Partners
Pennsylvania
$14K
BRWM
40
B. Riley Wealth Management
Tennessee
$6K +$115 +3 +2%
VIA
41
Vantage Investment Advisors
Pennsylvania
$3K +$231 +6 +8%
IF
42
Ironwood Financial
Arizona
$3K +$2.88K +75 New
BRWA
43
B. Riley Wealth Advisors
Florida
$1.14K +$170K +4,425 +18%
BTS
44
BB&T Securities
Virginia
-$2.28M -6,063 Closed
OCM
45
One Capital Management
California
-$163K -4,335 Closed
EIM
46
Emerson Investment Management
Massachusetts
-$152K -4,053 Closed
NES
47
New England Securities
New York
-$97K -2,574 Closed
PTC
48
Private Trust Company
Ohio
-$43K -1,143 Closed
PAG
49
Private Advisor Group
New Jersey
-$31K -825 Closed
Citigroup
50
Citigroup
New York
-$14K -375 Closed

MDYG Hedge Fund Activity: Q4 2014 in Review

44 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2014, worth a combined $57.2M — up 0.84% from $56.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MDYG positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Courage Miller Partners, adding an estimated $1.75M. The largest seller was BB&T Securities, exiting entirely with an estimated $2.28M sold.

  • 44 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $57.2M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2014, up 0.84% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2014 and 7 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2014 was Courage Miller Partners, an estimated $1.75M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2014 was BB&T Securities, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2014.