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State Street SPDR S&P 400 Mid Cap Growth ETF

158 hedge funds and large institutions have $434M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 33

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

27.75% more ownership

Funds ownership: 87.2%114.96% (+28%)

22% more capital invested

Capital invested by funds: $356M → $434M (+$78.3M)

9% more funds holding

Funds holding: 145158 (+13)

Holders
158
Holders Change
+13
Holders Change %
+8.97%
% of All Funds
3.62%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
27
Increased
75
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
26
Accurate Investment Solutions
Pennsylvania
$4.03M +$4.08M +76,803 New
CWSR
27
Chessman Wealth Strategies RIA
Texas
$3.83M -$1.22M -23,007 -24%
MWM
28
Marietta Wealth Management
Georgia
$3.77M +$212K +3,987 +6%
SA
29
Strategic Advisors
New York
$3.71M +$151K +2,838 +4%
Stifel Financial
30
Stifel Financial
Missouri
$3.65M -$1.06M -20,004 -22%
SEIA
31
Signature Estate & Investment Advisors
California
$3.39M +$120K +2,268 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.34M +$1.19M +22,422 +54%
GIA
33
GHP Investment Advisors
Colorado
$3.25M +$206K +3,873 +7%
CA
34
Cetera Advisors
Colorado
$3.05M +$1.22M +23,004 +66%
FNT
35
First National Trust
Pennsylvania
$2.95M +$1.82M +34,236 +155%
PRS
36
Pinkerton Retirement Specialists
Idaho
$2.85M +$2.73M +51,327 +1,682%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.75M +$562K +10,575 +25%
FIM
38
Freedom Investment Management
Connecticut
$2.71M +$2M +37,695 +269%
VFA
39
Voya Financial Advisors
Connecticut
$2.63M -$115K -2,169 -4%
SAM
40
Shamrock Asset Management
Texas
$2.62M -$168K -3,168 -6%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.62M +$194K +3,651 +8%
CF
42
Copperwynd Financial
Arizona
$2.61M +$2.64M +49,791 New
RFM
43
Royal Fund Management
Florida
$2.19M +$799K +15,039 +56%
DI
44
Diligent Investors
California
$2.1M +$267K +5,028 +14%
AG
45
Advisor Group
Arizona
$2.1M +$1.25M +23,556 +144%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.99M +$1.36M +25,626 +210%
PSF
47
Pacific Sun Financial
California
$1.91M +$1.94M +36,459 New
FHC
48
First Heartland Consultants
Missouri
$1.84M +$1.52M +28,659 +445%
GP
49
Girard Partners
Pennsylvania
$1.72M +$33.1K +624 +2%
VDFA
50
Vickerman & Driscoll Financial Advisors
Washington
$1.72M +$531K +9,993 +44%

MDYG Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q1 2018, worth a combined $434M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MDYG positions and 13 closed out — a net gain of 14 holders — while 75 added to existing stakes and 33 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $15.9M. The largest seller was MFA Wealth Advisors, cutting an estimated $5.31M.

  • 158 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $434M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q1 2018, up 22% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q1 2018 and 13 closed out, a net change of +14 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $15.9M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q1 2018 was MFA Wealth Advisors, an estimated $5.31M sold.

Based on aggregated 13F filings for Q1 2018.