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State Street SPDR S&P 400 Mid Cap Growth ETF

179 hedge funds and large institutions have $493M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

5.26% more ownership

Funds ownership: 38.01%43.28% (+5.3%)

5% more funds holding

Funds holding: 171179 (+8)

0% less capital invested

Capital invested by funds: $493M → $493M (-$143K)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
42
Increased
69
Reduced
47
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$3.76M +$597K +11,877 +17%
CA
27
Centerpoint Advisors
Massachusetts
$3.64M +$3.99M +79,448 New
ACM
28
AlphaStar Capital Management
North Carolina
$3.62M -$761K -15,134 -16%
HA
29
Harborview Advisors
Maine
$3.61M +$73.2K +1,456 +2%
CCP
30
Cardan Capital Partners
Colorado
$3.42M +$3.75M +74,522 New
FAAS
31
First Allied Advisory Services
California
$3.28M -$306K -6,087 -8%
SEIA
32
Signature Estate & Investment Advisors
California
$3.11M +$217K +4,319 +7%
SFM
33
Signet Financial Management
New Jersey
$3.06M +$713K +14,178 +27%
EFL
34
ERn Financial LLC
Wisconsin
$3.02M +$3.31M +65,851 New
SWM
35
Shakespeare Wealth Management
Wisconsin
$2.97M -$1.22M -24,251 -27%
WCM
36
Weatherstone Capital Management
Colorado
$2.84M +$2.55M +50,764 New
MWM
37
Marietta Wealth Management
Georgia
$2.77M -$760K -15,113 -20%
RJA
38
Raymond James & Associates
Florida
$2.71M +$2.63M +52,292 +777%
Stifel Financial
39
Stifel Financial
Missouri
$2.7M -$79.7K -1,586 -3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.7M +$172K +3,414 +6%
VFA
41
Voya Financial Advisors
Connecticut
$2.67M +$182K +3,624 +7%
AG
42
Advisor Group
Arizona
$2.5M +$1.44M +28,581 +111%
ACG
43
Allen Capital Group
Nebraska
$2.29M -$230K -4,573 -9%
Jane Street
44
Jane Street
New York
$2.26M -$3.98M -79,066 -62%
RWA
45
Redhawk Wealth Advisors
Minnesota
$2.25M -$456K -9,068 -17%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.23M -$382K -7,590 -13%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.04M -$703K -13,983 -24%
FWM
48
Foresight Wealth Management
Utah
$2M +$2.2M +43,733 New
DI
49
Diligent Investors
California
$1.97M -$64K -1,272 -3%
VDFA
50
Vickerman & Driscoll Financial Advisors
Washington
$1.95M +$67K +1,332 +3%

MDYG Hedge Fund Activity: Q4 2018 in Review

179 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2018, worth a combined $493M — down 0.03% from $493M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MDYG positions and 30 closed out — a net gain of 12 holders — while 69 added to existing stakes and 47 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $65.8M. The largest seller was Cornerstone Wealth Management, cutting an estimated $35.8M.

  • 179 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2018, up from 171 in Q3 2018.
  • Funds reported $493M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2018, down 0.03% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2018 and 30 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $65.8M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $35.8M sold.

Based on aggregated 13F filings for Q4 2018.