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State Street SPDR S&P 400 Mid Cap Growth ETF

188 hedge funds and large institutions have $637M invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 47

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

6% more capital invested

Capital invested by funds: $600M → $637M (+$36.4M)

0.99% more ownership

Funds ownership: 36%36.99% (+0.99%)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1% less funds holding

Funds holding: 190188 (-2)

Holders
188
Holders Change
-2
Holders Change %
-1.05%
% of All Funds
4.08%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
22
Increased
87
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
26
First National Trust
Pennsylvania
$7.39M +$668K +12,555 +10%
UBS Group
27
UBS Group
Switzerland
$7.27M +$17.1K +321 +0.2%
WFPG
28
Waller Financial Planning Group
Ohio
$6.21M +$129K +2,422 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$6.12M -$176K -3,300 -3%
JFA
30
JNBA Financial Advisors
Minnesota
$5.74M +$95.8K +1,800 +2%
SFM
31
Signet Financial Management
New Jersey
$5.73M +$906K +17,013 +20%
SA
32
Strategic Advisors
New York
$5.27M -$50.9K -956 -1%
SWA
33
Stratos Wealth Advisors
Ohio
$5.24M +$3.69M +69,281 +254%
GIA
34
GHP Investment Advisors
Colorado
$5.21M +$166K +3,111 +3%
FAAS
35
First Allied Advisory Services
California
$5.04M +$581K +10,906 +13%
GIA
36
Gladstone Institutional Advisory
Florida
$4.99M +$530K +9,964 +12%
TWP
37
Total Wealth Planning
Ohio
$4.83M +$75.3K +1,414 +2%
HA
38
Harborview Advisors
Maine
$4.47M +$169K +3,184 +4%
CCP
39
Cardan Capital Partners
Colorado
$4.35M +$205K +3,858 +5%
AWM
40
AE Wealth Management
Kansas
$4.05M +$235K +4,421 +6%
SS
41
Simplicity Solutions
Minnesota
$3.97M +$252K +4,728 +7%
SWM
42
Shakespeare Wealth Management
Wisconsin
$3.88M +$242K +4,552 +7%
SEIA
43
Signature Estate & Investment Advisors
California
$3.83M +$131K +2,468 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.81M +$1.73M +32,430 +86%
CWM
45
Connecticut Wealth Management
Connecticut
$3.75M +$3.67M +68,992 New
EFL
46
ERn Financial LLC
Wisconsin
$3.72M -$85.9K -1,614 -2%
RJA
47
Raymond James & Associates
Florida
$3.32M +$1.33K +25 +0%
DI
48
Diligent Investors
California
$3.17M +$803K +15,080 +35%
MWM
49
Marietta Wealth Management
Georgia
$3.1M -$58.1K -1,092 -2%
ACP
50
Aveo Capital Partners
Colorado
$2.92M +$2.8M +52,620 New

MDYG Hedge Fund Activity: Q2 2019 in Review

188 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2019, worth a combined $637M — up 6.1% from $600M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MDYG and 22 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 87 added.

The largest buyer was Advisor Group, adding an estimated $12.6M. The largest seller was Carroll Financial Associates, cutting an estimated $22.2M.

  • 188 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2019, down from 190 in Q1 2019.
  • Funds reported $637M of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 22 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2019 and 23 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2019 was Advisor Group, an estimated $12.6M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2019 was Carroll Financial Associates, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2019.