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State Street SPDR S&P 400 Mid Cap Growth ETF

245 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 14

76% more capital invested

Capital invested by funds: $968M → $1.7B (+$735M)

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

14.55% more ownership

Funds ownership: 68.17%82.72% (+15%)

13% more funds holding

Funds holding: 216245 (+29)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
245
Holders Change
+29
Holders Change %
+13.43%
% of All Funds
4.33%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
48
Increased
74
Reduced
87
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
26
KWB Wealth
California
$10.7M +$9.9M +154,719 New
FNT
27
First National Trust
Pennsylvania
$10.5M +$527K +8,231 +6%
PRS
28
Pinkerton Retirement Specialists
Idaho
$9.72M -$1.15M -18,004 -11%
CWA
29
Clarus Wealth Advisors
Arizona
$9.45M -$110K -1,714 -1%
Morgan Stanley
30
Morgan Stanley
New York
$9.02M -$183K -2,863 -2%
JFA
31
JNBA Financial Advisors
Minnesota
$8.94M -$383K -5,978 -4%
RA
32
Rodgers & Associates
Pennsylvania
$8.84M +$8.16M +127,485 New
Wells Fargo
33
Wells Fargo
California
$8.63M -$170K -2,661 -2%
SWM
34
Shakespeare Wealth Management
Wisconsin
$7.89M +$134K +2,093 +2%
SAF
35
Smith Anglin Financial
Texas
$7.79M +$7.19M +112,397 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$7.18M +$362K +5,660 +6%
UBS Group
37
UBS Group
Switzerland
$6.93M -$392K -6,127 -6%
PWMG
38
Prestige Wealth Management Group
New Jersey
$6.81M +$2.31M +36,097 +58%
KWM
39
Kingsview Wealth Management
Oregon
$6.26M -$150K -2,344 -3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.92M -$114K -1,777 -2%
WFPG
41
Waller Financial Planning Group
Ohio
$5.02M -$601K -9,392 -11%
BRWA
42
B. Riley Wealth Advisors
Florida
$4.93M +$4.18M +65,297 +1,126%
Mariner
43
Mariner
Kansas
$4.84M +$307K +4,805 +7%
TWP
44
Total Wealth Planning
Ohio
$4.65M -$389K -6,083 -8%
DI
45
Diligent Investors
California
$4.64M +$38K +594 +0.9%
APA
46
American Portfolios Advisors
New York
$4.27M +$3.41M +53,240 +633%
MMA
47
Miracle Mile Advisors
California
$4.19M +$250K +3,905 +7%
EWM
48
Executive Wealth Management
Michigan
$4.19M +$1.29M +20,123 +50%
SEIA
49
Signature Estate & Investment Advisors
California
$3.95M -$219K -3,420 -6%
HA
50
Harborview Advisors
Maine
$3.9M -$170K -2,650 -5%

MDYG Hedge Fund Activity: Q4 2020 in Review

245 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q4 2020, worth a combined $1.7B — up 76% from $968M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MDYG positions and 14 closed out — a net gain of 34 holders — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $277M. The largest seller was Financial Engines Advisors, cutting an estimated $56.9M.

  • 245 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q4 2020, up from 216 in Q3 2020.
  • Funds reported $1.7B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q4 2020, up 76% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q4 2020 and 14 closed out, a net change of +34 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $277M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.