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State Street SPDR S&P 400 Mid Cap Growth ETF

221 hedge funds and large institutions have $1.72B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $507M → $1.72B (+$1.21B)

48.54% more ownership

Funds ownership: 39.59%88.13% (+49%)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1% less funds holding

Funds holding: 224221 (-3)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
4.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.29%
New
24
Increased
80
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$7.06M -$527K -10,573 -7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.02M -$4.59M -92,170 -41%
Morgan Stanley
28
Morgan Stanley
New York
$6.76M -$1.01M -20,323 -14%
GIA
29
GHP Investment Advisors
Colorado
$6.72M +$514K +10,308 +9%
BRWA
30
B. Riley Wealth Advisors
Florida
$6.39M +$5.92M +118,815 New
AWM
31
Argent Wealth Management
Massachusetts
$6.34M +$764K +15,327 +17%
APA
32
American Portfolios Advisors
New York
$5.96M +$5.11M +102,577 +1,241%
SWM
33
Shakespeare Wealth Management
Wisconsin
$5.78M -$1.35M -27,051 -20%
UBS Group
34
UBS Group
Switzerland
$5.76M -$946K -18,989 -15%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$5.6M -$678K -13,597 -12%
KWM
36
Kingsview Wealth Management
Oregon
$5.6M +$362K +7,266 +8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5.57M +$2.38M +47,722 +86%
VFA
38
Voya Financial Advisors
Connecticut
$5.28M +$2.75M +55,127 +124%
HighTower Advisors
39
HighTower Advisors
Illinois
$4.96M +$3.8M +76,349 +482%
WFPG
40
Waller Financial Planning Group
Ohio
$4.46M -$2.06M -41,409 -33%
EWM
41
Executive Wealth Management
Michigan
$4.44M +$972K +19,506 +31%
TWP
42
Total Wealth Planning
Ohio
$4.43M -$93.4K -1,874 -2%
GIA
43
Gladstone Institutional Advisory
Florida
$4.4M -$2.2M -44,092 -35%
Mariner
44
Mariner
Kansas
$4.25M -$2.58M -51,868 -40%
FHC
45
First Heartland Consultants
Missouri
$3.91M +$3.32M +66,574 +1,088%
DI
46
Diligent Investors
California
$3.51M -$25.3K -507 -0.8%
HA
47
Harborview Advisors
Maine
$3.31M -$528K -10,590 -15%
SEIA
48
Signature Estate & Investment Advisors
California
$3.29M -$486K -9,750 -14%
TF
49
TIAA FSB
Florida
$3.16M +$2.92M +58,664 New
VWA
50
Visionary Wealth Advisors
Illinois
$3.11M -$2.46M -49,460 -46%

MDYG Hedge Fund Activity: Q2 2020 in Review

221 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q2 2020, worth a combined $1.72B — up 238% from $507M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MDYG and 24 opened new positions — a net loss of 1 holder — while 92 trimmed existing stakes and 80 added.

The largest buyer was Envestnet Asset Management, adding an estimated $365M. The largest seller was Centerpoint Advisors, cutting an estimated $5.55M.

  • 221 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q2 2020, down from 224 in Q1 2020.
  • Funds reported $1.72B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q2 2020, up 238% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q2 2020 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $365M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q2 2020 was Centerpoint Advisors, an estimated $5.55M sold.

Based on aggregated 13F filings for Q2 2020.