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State Street SPDR S&P 400 Mid Cap Growth ETF

69 hedge funds and large institutions have $127M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

64% more capital invested

Capital invested by funds: $77.9M → $127M (+$49.6M)

16.21% more ownership

Funds ownership: 78.75%94.96% (+16%)

6% more funds holding

Funds holding: 6569 (+4)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
10
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cabot Wealth Management
Massachusetts
$826K -$37.3K -927 -4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$782K +$264K +6,561 +52%
FIM
28
Freedom Investment Management
Connecticut
$765K +$137K +3,408 +22%
CA
29
Cetera Advisors
Colorado
$755K +$746K +18,507 New
GI
30
Gradient Investments
Minnesota
$723K -$7.62K -189 -1%
HighTower Advisors
31
HighTower Advisors
Illinois
$663K -$6.65K -165 -1%
CCM
32
Condor Capital Management
New Jersey
$592K +$11.8K +294 +2%
SDWMA
33
Schneider Downs Wealth Management Advisors
Pennsylvania
$446K +$438K +10,869 New
IA
34
IFP Advisors
Florida
$348K -$1.82M -45,282 -84%
ASN
35
Advisory Services Network
Georgia
$342K -$15K -372 -4%
AG
36
Advisor Group
Arizona
$339K +$334K +8,298 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$272K -$3.99K -99 -1%
SIC
38
Salem Investment Counselors
North Carolina
$246K
VFS
39
VSR Financial Services
Kansas
$238K +$6.89K +171 +3%
PAG
40
Private Advisor Group
New Jersey
$215K -$118K -2,940 -36%
PTC
41
Private Trust Company
Ohio
$208K
SWP
42
Stratos Wealth Partners
Ohio
$202K +$198K +4,926 New
TAIM
43
TD Ameritrade Investment Management
Nebraska
$186K +$26K +645 +17%
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$174K +$7.74K +192 +5%
AF
45
Arrow Financial
New York
$158K +$4.23K +105 +3%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K +$137K +3,402 +1,718%
BWA
47
Burt Wealth Advisors
Maryland
$129K -$24.5K -609 -16%
FHA
48
First Horizon Advisors
Tennessee
$126K -$11.8K -294 -9%
Creative Planning
49
Creative Planning
Kansas
$107K -$13.8K -342 -12%
ACM
50
Argentus Capital Management
Texas
$102K -$38.3K -951 -28%

MDYG Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2016, worth a combined $127M — up 64% from $77.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDYG positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Kays Financial Advisory, opening a new position worth an estimated $10.9M. The largest seller was LPL Financial, cutting an estimated $9.46M.

  • 69 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2016, up from 65 in Q1 2016.
  • Funds reported $127M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2016, up 64% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2016 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2016 was Kays Financial Advisory, an estimated $10.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2016 was LPL Financial, an estimated $9.46M sold.

Based on aggregated 13F filings for Q2 2016.