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State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG

145 hedge funds and large institutions have $356M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

42% more funds holding

Funds holding: 102 → 145 (+43)

20% more capital invested

Capital invested by funds: $295M → $356M (+$60.5M)

5.58% more ownership

Funds ownership: 81.62% → 87.2% (+5.6%)

Holders
145
Holders Change
+43
Holders Change %
+42.16%
% of All Funds
3.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
52
Increased
43
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$11.5M
2
AA
Advisory Alpha
Michigan
+$6.71M
3
AIA
Allegis Investment Advisors
Idaho
+$3.86M
4
SAM
Shamrock Asset Management
Texas
+$2.64M
5
Ameriprise
Ameriprise
Minnesota
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$9.93M
2
RJA
Raymond James & Associates
Florida
-$5.88M
3
TSS
Two Sigma Securities
New York
-$4.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.17M
5
VFA
Voya Financial Advisors
Connecticut
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
26
Signature Estate & Investment Advisors
California
$3.23M -$22.7K -444 -0.7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.2M -$348K -6,810 -10%
GIA
28
GHP Investment Advisors
Colorado
$3.01M +$93.7K +1,833 +3%
VFA
29
Voya Financial Advisors
Connecticut
$2.77M -$2.07M -40,578 -43%
SAM
30
Shamrock Asset Management
Texas
$2.68M +$2.64M +51,681 New
ACM
31
AlphaStar Capital Management
North Carolina
$2.48M +$131K +2,562 +6%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.4M +$129K +2,523 +6%
HIM
33
Harbour Investment Management
Washington
$2.24M -$155K -3,030 -7%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.23M -$4.17M -81,552 -65%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.18M +$971K +18,984 +81%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.14M +$284K +5,550 +16%
DI
37
Diligent Investors
California
$1.81M -$157K -3,066 -8%
CA
38
Cetera Advisors
Colorado
$1.8M -$241K -4,716 -12%
GP
39
Girard Partners
Pennsylvania
$1.67M +$1.65M +32,187 New
Jane Street
40
Jane Street
New York
$1.56M +$1.06M +20,736 +221%
RFM
41
Royal Fund Management
Florida
$1.39M +$1.37M +26,754 New
SDWMA
42
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.32M +$2.3K +45 +0.2%
AMG
43
Asset Management Group
Connecticut
$1.2M +$17.2K +336 +1%
VDFA
44
Vickerman & Driscoll Financial Advisors
Washington
$1.18M +$1.17M +22,818 New
CMP
45
Courage Miller Partners
Virginia
$1.17M -$11.2K -219 -1%
FNT
46
First National Trust
Pennsylvania
$1.14M +$1.13M +22,023 New
LWS
47
Lucia Wealth Services
California
$1.14M +$1.12M +21,909 New
CCM
48
Condor Capital Management
New Jersey
$973K +$47.1K +921 +5%
GI
49
Gradient Investments
Minnesota
$953K -$34K -666 -3%
AG
50
Advisor Group
Arizona
$848K +$246K +4,821 +42%
1
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MDYG Hedge Fund Activity: Q4 2017 in Review

145 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2017, worth a combined $356M — up 20% from $295M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MDYG positions and 9 closed out — a net gain of 43 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $11.5M. The largest seller was Avantax Planning Partners, cutting an estimated $9.93M.

  • 145 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2017, up from 102 in Q3 2017.
  • Funds reported $356M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 52 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2017 and 9 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $11.5M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2017.