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State Street SPDR S&P 400 Mid Cap Growth ETF

82 hedge funds and large institutions have $257M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 23 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

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $241M → $257M (+$15.5M)

4% more funds holding

Funds holding: 7982 (+3)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.37% less ownership

Funds ownership: 144.86%129.49% (-15%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
8
Increased
39
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Marietta Wealth Management
Georgia
$1.54M +$497K +10,836 +48%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.35M +$163K +3,549 +14%
SDWMA
28
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M +$50.9K +1,110 +5%
DI
29
Diligent Investors
California
$1.09M +$1.07M +23,382 New
AMG
30
Asset Management Group
Connecticut
$1.05M +$2.75K +60 +0.3%
CMP
31
Courage Miller Partners
Virginia
$1.05M -$555K -12,096 -35%
HighTower Advisors
32
HighTower Advisors
Illinois
$816K +$112K +2,439 +16%
GI
33
Gradient Investments
Minnesota
$750K -$49.3K -1,074 -6%
FIM
34
Freedom Investment Management
Connecticut
$728K -$1.79K -39 -0.2%
PAG
35
Private Advisor Group
New Jersey
$727K +$228K +4,968 +46%
CWM
36
Cornerstone Wealth Management
Missouri
$670K +$34.6K +753 +5%
CCM
37
Condor Capital Management
New Jersey
$666K -$2.75K -60 -0.4%
AA
38
Advisory Alpha
Michigan
$628K +$621K +13,536 New
BWM
39
BerganKDV Wealth Management
Minnesota
$617K -$4.24M -92,469 -87%
AG
40
Advisor Group
Arizona
$613K +$17.3K +378 +3%
ASN
41
Advisory Services Network
Georgia
$603K +$596K +12,999 New
IA
42
IFP Advisors
Florida
$585K +$117K +2,550 +25%
CWM
43
Cabot Wealth Management
Massachusetts
$547K -$230K -5,022 -30%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$538K -$40.5K -882 -7%
KTA
45
Keeley-Teton Advisors
Illinois
$359K +$355K +7,740 New
OCM
46
One Capital Management
California
$343K +$4.82K +105 +1%
SC
47
Savant Capital
Illinois
$313K +$310K +6,750 New
SIC
48
Salem Investment Counselors
North Carolina
$277K
BFM
49
Boston Financial Management
Massachusetts
$242K +$413 +9 +0.2%
SWP
50
Stratos Wealth Partners
Ohio
$234K -$121K -2,634 -34%

MDYG Hedge Fund Activity: Q1 2017 in Review

82 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2017, worth a combined $257M — up 6.4% from $241M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDYG positions and 3 closed out — a net gain of 5 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $4.76M. The largest seller was Citadel Advisors, cutting an estimated $6.04M.

  • 82 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2017, up from 79 in Q4 2016.
  • Funds reported $257M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2017, up 6.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2017 was UBS Group, an estimated $4.76M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2017 was Citadel Advisors, an estimated $6.04M sold.

Based on aggregated 13F filings for Q1 2017.