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State Street SPDR S&P 400 Mid Cap Growth ETF

73 hedge funds and large institutions have $149M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

17% more capital invested

Capital invested by funds: $127M → $149M (+$21.3M)

6% more funds holding

Funds holding: 6973 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4.63% less ownership

Funds ownership: 94.96%90.33% (-4.6%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
8
Increased
32
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
26
Signature Estate & Investment Advisors
California
$903K -$69.3K -1,623 -7%
CA
27
Cetera Advisors
Colorado
$800K +$2.94K +69 +0.4%
CWM
28
Cabot Wealth Management
Massachusetts
$770K -$86.8K -2,034 -10%
GI
29
Gradient Investments
Minnesota
$748K -$1.54K -36 -0.2%
FIM
30
Freedom Investment Management
Connecticut
$687K -$106K -2,487 -13%
HighTower Advisors
31
HighTower Advisors
Illinois
$665K -$23.9K -561 -3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$639K -$173K -4,062 -21%
CCM
33
Condor Capital Management
New Jersey
$605K -$9.09K -213 -1%
ASN
34
Advisory Services Network
Georgia
$504K +$150K +3,522 +42%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$486K +$204K +4,785 +72%
SDWMA
36
Schneider Downs Wealth Management Advisors
Pennsylvania
$471K +$8.83K +207 +2%
CWM
37
Cornerstone Wealth Management
Missouri
$470K +$478K +11,190 New
IA
38
IFP Advisors
Florida
$418K +$57.1K +1,338 +16%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$408K +$409K +9,591 New
AG
40
Advisor Group
Arizona
$357K +$4.48K +105 +1%
SWP
41
Stratos Wealth Partners
Ohio
$310K +$101K +2,373 +48%
PAG
42
Private Advisor Group
New Jersey
$229K +$9.22K +216 +4%
BFM
43
Boston Financial Management
Massachusetts
$221K +$222K +5,193 New
PTC
44
Private Trust Company
Ohio
$216K
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$189K +$9.09K +213 +5%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$179K -$13.7K -321 -7%
AF
47
Arrow Financial
New York
$164K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$8.96K +210 +6%
BWA
49
Burt Wealth Advisors
Maryland
$134K +$384 +9 +0.3%
FHA
50
First Horizon Advisors
Tennessee
$131K

MDYG Hedge Fund Activity: Q3 2016 in Review

73 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 Q3 2016, worth a combined $149M — up 17% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was FAS Wealth Partners, adding an estimated $5.2M. The largest seller was Wells Fargo, cutting an estimated $534K.

  • 73 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2016, up from 69 in Q2 2016.
  • Funds reported $149M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2016, up 17% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2016 was FAS Wealth Partners, an estimated $5.2M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2016 was Wells Fargo, an estimated $534K sold.

Based on aggregated 13F filings for Q3 2016.