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State Street SPDR S&P 400 Mid Cap Growth ETF

68 hedge funds and large institutions have $135M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

69% more capital invested

Capital invested by funds: $79.5M → $135M (+$55M)

26% more funds holding

Funds holding: 5468 (+14)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13.04% more ownership

Funds ownership: 97.4%110.44% (+13%)

Holders
68
Holders Change
+14
Holders Change %
+25.93%
% of All Funds
1.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
19
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$668K +$542K +13,467 +381%
FIM
27
Freedom Investment Management
Connecticut
$665K -$648K -16,095 -49%
FWP
28
FAS Wealth Partners
Kansas
$659K +$676K +16,797 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$565K +$105K +2,607 +22%
CCM
30
Condor Capital Management
New Jersey
$549K -$9.05K -225 -2%
GIA
31
GHP Investment Advisors
Colorado
$402K +$412K +10,230 New
ASN
32
Advisory Services Network
Georgia
$342K +$121 +3 +0%
IA
33
IFP Advisors
Florida
$306K +$314K +7,803 New
CG
34
Colony Group
Massachusetts
$302K +$309K +7,692 New
GI
35
Gradient Investments
Minnesota
$255K +$261K +6,489 New
AWMG
36
Alliance Wealth Management Group
New Jersey
$243K +$250K +6,201 New
SIC
37
Salem Investment Counselors
North Carolina
$235K
VFS
38
VSR Financial Services
Kansas
$232K -$18.6K -462 -7%
SG Americas Securities
39
SG Americas Securities
New York
$230K
AIG
40
American International Group
New York
$230K +$108K +2,688 +85%
PAG
41
Private Advisor Group
New Jersey
$228K +$233K +5,796 New
FAAS
42
First Allied Advisory Services
California
$227K -$8.45K -210 -4%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$221K -$724 -18 -0.3%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$176K -$362 -9 -0.2%
AIS
45
Accurate Investment Solutions
Pennsylvania
$157K +$161K +3,993 New
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$155K +$159K +3,948 New
AF
47
Arrow Financial
New York
$147K
BWA
48
Burt Wealth Advisors
Maryland
$135K +$32K +795 +30%
FHA
49
First Horizon Advisors
Tennessee
$130K +$6.88K +171 +5%
Creative Planning
50
Creative Planning
Kansas
$116K -$8.45K -210 -7%

MDYG Hedge Fund Activity: Q4 2015 in Review

68 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2015, worth a combined $135M — up 69% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MDYG positions and 4 closed out — a net gain of 15 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Chartist Inc, adding an estimated $14.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.19M sold.

  • 68 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2015, up from 54 in Q3 2015.
  • Funds reported $135M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2015, up 69% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2015 and 4 closed out, a net change of +15 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2015 was Chartist Inc, an estimated $14.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2015 was Citadel Advisors, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2015.