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State Street SPDR S&P 400 Mid Cap Growth ETF

171 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

6% more funds holding

Funds holding: 161171 (+10)

18.87% less ownership

Funds ownership: 56.89%38.01% (-19%)

29% less capital invested

Capital invested by funds: $694M → $493M (-$201M)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
3.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
24
Increased
76
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Harborview Advisors
Maine
$4.33M -$115K -2,054 -3%
SA
27
Strategic Advisors
New York
$4.23M +$196K +3,509 +5%
MWM
28
Marietta Wealth Management
Georgia
$4.22M -$14.7K -264 -0.3%
GIA
29
GHP Investment Advisors
Colorado
$3.92M +$325K +5,826 +9%
AI
30
Atria Investments
North Carolina
$3.66M +$487K +8,726 +15%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.64M +$3.63M +65,007 New
SEIA
32
Signature Estate & Investment Advisors
California
$3.56M -$64.6K -1,158 -2%
Stifel Financial
33
Stifel Financial
Missouri
$3.39M -$295K -5,284 -8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.27M -$3.35K -60 -0.1%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.19M +$15.2K +272 +0.5%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$3.1M +$1.61M +28,897 +109%
VFA
37
Voya Financial Advisors
Connecticut
$3.09M +$9.09K +163 +0.3%
RWA
38
Redhawk Wealth Advisors
Minnesota
$2.97M +$2.96M +53,020 New
SFM
39
Signet Financial Management
New Jersey
$2.94M +$863K +15,467 +42%
ACG
40
Allen Capital Group
Nebraska
$2.84M -$335K -5,999 -11%
FIM
41
Freedom Investment Management
Connecticut
$2.56M -$64.1K -1,149 -2%
DI
42
Diligent Investors
California
$2.48M +$88.7K +1,591 +4%
SAM
43
Shamrock Asset Management
Texas
$2.47M -$233K -4,174 -9%
VDFA
44
Vickerman & Driscoll Financial Advisors
Washington
$2.3M +$9.37K +168 +0.4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$2.11M +37,789 +1,836%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.86M -$1.19M -21,351 -39%
GP
47
Girard Partners
Pennsylvania
$1.75M -$117K -2,090 -6%
PAG
48
Private Advisor Group
New Jersey
$1.6M +$903K +16,182 +130%
HIM
49
Harbour Investment Management
Washington
$1.54M -$10K -180 -0.6%
AG
50
Advisor Group
Arizona
$1.45M -$27.7K -496 -2%

MDYG Hedge Fund Activity: Q3 2018 in Review

171 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2018, worth a combined $493M — down 29% from $694M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 13 closed out — a net gain of 11 holders — while 76 added to existing stakes and 42 trimmed.

The largest buyer was Gradient Investments, adding an estimated $19.8M. The largest seller was Financial Engines Advisors, cutting an estimated $204M.

  • 171 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2018, up from 161 in Q2 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2018, down 29% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2018 was Gradient Investments, an estimated $19.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2018 was Financial Engines Advisors, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2018.