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State Street SPDR S&P 400 Mid Cap Growth ETF

190 hedge funds and large institutions have $1.12B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $637M → $1.12B (+$486M)

44% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 57

28.82% more ownership

Funds ownership: 36.99%65.81% (+29%)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 188190 (+2)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
4.17%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.29%
New
17
Increased
82
Reduced
57
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
26
First National Trust
Pennsylvania
$7.2M -$118K -2,196 -2%
WFPG
27
Waller Financial Planning Group
Ohio
$6.49M +$264K +4,886 +4%
SFM
28
Signet Financial Management
New Jersey
$6.42M +$714K +13,243 +13%
PCIA
29
Prime Capital Investment Advisors
Kansas
$6.2M -$1.89M -35,035 -23%
CWA
30
Clarus Wealth Advisors
Arizona
$5.89M -$1.52M -28,130 -20%
JFA
31
JNBA Financial Advisors
Minnesota
$5.77M +$91.6K +1,698 +2%
CFD
32
Creative Financial Designs
Indiana
$5.64M -$2.86M -52,994 -33%
GIA
33
GHP Investment Advisors
Colorado
$5.55M +$399K +7,404 +8%
FAAS
34
First Allied Advisory Services
California
$5.46M +$477K +8,852 +10%
AWM
35
AE Wealth Management
Kansas
$5.15M +$1.14M +21,197 +28%
TWP
36
Total Wealth Planning
Ohio
$5.11M +$330K +6,116 +7%
GIA
37
Gladstone Institutional Advisory
Florida
$5.01M +$75.3K +1,397 +2%
SS
38
Simplicity Solutions
Minnesota
$5M +$1.08M +19,976 +27%
CCP
39
Cardan Capital Partners
Colorado
$4.79M +$489K +9,074 +11%
HA
40
Harborview Advisors
Maine
$4.41M -$16.9K -314 -0.4%
SWA
41
Stratos Wealth Advisors
Ohio
$4.17M -$1.02M -18,991 -20%
SA
42
Strategic Advisors
New York
$4.15M -$1.07M -19,905 -21%
SWM
43
Shakespeare Wealth Management
Wisconsin
$3.98M +$144K +2,673 +4%
EFL
44
ERn Financial LLC
Wisconsin
$3.97M +$286K +5,301 +8%
SEIA
45
Signature Estate & Investment Advisors
California
$3.8M +$5.77K +107 +0.2%
CWM
46
Connecticut Wealth Management
Connecticut
$3.71M
CFA
47
Carroll Financial Associates
North Carolina
$3.66M +$3.08M +57,121 +518%
RJA
48
Raymond James & Associates
Florida
$3.4M +$110K +2,042 +3%
DI
49
Diligent Investors
California
$3.11M -$26.1K -483 -0.8%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$3.05M +$2.27M +42,098 +288%

MDYG Hedge Fund Activity: Q3 2019 in Review

190 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2019, worth a combined $1.12B — up 76% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MDYG positions and 15 closed out — a net gain of 2 holders — while 82 added to existing stakes and 57 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $555M. The largest seller was Financial Engines Advisors, cutting an estimated $32.5M.

  • 190 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2019, up from 188 in Q2 2019.
  • Funds reported $1.12B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2019, up 76% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2019 and 15 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $555M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2019 was Financial Engines Advisors, an estimated $32.5M sold.

Based on aggregated 13F filings for Q3 2019.