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State Street SPDR S&P 400 Mid Cap Growth ETF

49 hedge funds and large institutions have $73.5M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

29% more capital invested

Capital invested by funds: $57.2M → $73.5M (+$16.4M)

11% more funds holding

Funds holding: 4449 (+5)

4.28% more ownership

Funds ownership: 78.73%83.01% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
18
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$204K +$198K +4,863 New
PTC
27
Private Trust Company
Ohio
$202K +$195K +4,791 New
CS
28
Credit Suisse
Switzerland
$201K +$194K +4,770 New
AF
29
Arrow Financial
New York
$158K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$149K +$29.7K +729 +26%
Creative Planning
31
Creative Planning
Kansas
$133K
FHA
32
First Horizon Advisors
Tennessee
$132K +$73.1K +1,794 +134%
MAA
33
Managed Account Advisors
New Jersey
$122K +$118K +2,883 New
MFS
34
MSI Financial Services
Massachusetts
$110K +$106K +2,607 New
BWA
35
Burt Wealth Advisors
Maryland
$101K -$11K -270 -10%
OIA
36
Optimum Investment Advisors
Illinois
$89K
GT
37
Glenmede Trust
Pennsylvania
$75K
AIG
38
American International Group
New York
$52.4K +$3.42K +84 +7%
AWM
39
Avior Wealth Management
Nebraska
$47K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$47K +$45.9K +1,125 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$22K -$44.6K -1,095 -68%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$22K
MCM
43
Manchester Capital Management
Vermont
$20K
CP
44
Corbenic Partners
Pennsylvania
$14K
BRWM
45
B. Riley Wealth Management
Tennessee
$14K +$7.34K +180 +111%
SHJ
46
Sharkey, Howes & Javer
Colorado
$9K +$8.56K +210 New
VIA
47
Vantage Investment Advisors
Pennsylvania
$7K +$3.91K +96 +123%
IF
48
Ironwood Financial
Arizona
$3K
MIAN
49
Mariner Independent Advisor Network
Kansas
-$382K -9,672 Closed
NPC
50
National Planning Corporation
California
-$17.7K -453 Closed

MDYG Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2015, worth a combined $73.5M — up 29% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MDYG positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $6.62M. The largest seller was Courage Miller Partners, cutting an estimated $1.33M.

  • 49 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2015, up from 44 in Q4 2014.
  • Funds reported $73.5M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2015, up 29% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2015 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2015 was Bank of America, an estimated $6.62M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2015 was Courage Miller Partners, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2015.